Step 1 - Verify the Automation Status
Make sure your custom automation is active with these simple steps:
1. In your Marsello dashboard, go to Marketing > Automations.
2. Check that the toggle next to your automation is switched ON.
Step 2 - Confirm the trigger meets your sending expectations
Make sure your automation is using the correct trigger for your intended audience. Below is a list of all available triggers and how each one works.
Who it targets | Trigger name | How the trigger works |
Order | When an order is completed | Sends once an order is marked as completed in your sales platform and synced to Marsello. |
Order | When a customer has made X orders | Sends once a customer’s total order count reaches the specified number. |
Customer | When a customer's total spend is greater than X dollars | Sends to customers who have spent more than the specified amount. |
Customer | When a customer enters a segment | Sends when a customer meets the conditions of a specified segment. |
Customer | When a customer is created | Sends to newly created customer accounts. |
Customer | When a customer has an anniversary | Sends to customers on the anniversary date saved in their profile. |
Loyalty | When a customer has earned loyalty points | Sends once points are awarded after a completed order has synced to Marsello. |
Loyalty | When a loyalty reward is unlocked | Sends when a customer has earned enough points to unlock a reward. |
Loyalty | When a customer spends points on a loyalty reward | Sends when a customer redeems a loyalty reward via the customer portal or POS. |
Loyalty | When a customer earns their referral discount | Sends once a customer completes a successful friend referral. |
Loyalty | Points expiry - 30 days before points are due to expire | Sends on a rolling basis, 30 days before the customer’s points are due to expire. |
Loyalty | When a customer enters a loyalty tier | Sends when a customer qualifies for and enters a loyalty tier. |
If your automation is enabled, the trigger matches your marketing goal, and it’s still not sending, please contact our support team for further troubleshooting.