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Automations are event-driven flows that send WhatsApp messages automatically when a defined trigger occurs in Shopify or Galantis. Once active, they run without manual intervention — responding to real customer behavior in real time. This guide walks you through building a simple automation using the visual flow builder.

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What this covers

  • Choosing a trigger
  • Adding a delay and an action node
  • Selecting an approved template
  • Activating the automation

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Before you begin

Confirm the following are ready:
  • Your WhatsApp Business Account is connected — see WhatsApp Connection
  • You have at least one APPROVED message template — see First Campaign for how to create and submit a template
Automations can only send approved WhatsApp templates. An automation with an unapproved template will be flagged and cannot be activated.

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Building your first automation

1

Open Automations

In the Galantis dashboard, go to Automations and click New Automation.
2

Choose a trigger

Select the event that starts the flow. Common starting points for a first automation:
  • Abandoned Checkout — fires when a customer starts checkout but doesn’t complete it (polled every 10 minutes)
  • New Customer Created — fires when a new customer registers on your Shopify store
  • New Order Placed — fires immediately when an order is created
Each trigger has an option to include existing users — this retroactively enrolls customers who already match the trigger condition at the time of activation.
3

Add a Delay node (recommended)

Connect a Delay node after the trigger. Set a wait time — for example, 30 minutes for an abandoned checkout recovery, or 10 minutes for a new customer welcome. This gives customers time to complete an action before receiving a message.
4

Add an Action node

Connect an Action node after the delay. Select WhatsApp Message and choose an approved template. Map template variables to customer or order data fields.
5

Set frequency caps and exclusion rules (optional)

Configure how often this automation can fire per customer (e.g., once per 24 hours, once ever). Add exclusion rules to skip specific lists or segments if needed.
6

Activate the automation

Review the flow, confirm there are no validation warnings, and toggle the automation to Active.

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Example: New Customer Welcome

This is a simple and effective first automation: 
Trigger: New Customer Created
→ Delay: 10 minutes
→ Action: Send welcome template with first-order discount
The delay prevents the message from arriving at the exact same moment as the Shopify registration confirmation email, improving the experience.

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Checking automation activity

After activating, go to Automations → [Automation Name] → Activity to see a log of every customer enrolled, which nodes they passed through, and the status of each step (COMPLETED, PENDING, FAILED, SKIPPED).
  • Automations — Full reference for triggers, conditions, actions, and frequency caps
  • Automation Recipes — Pre-built flow examples for common use cases
  • Templates — Creating and managing approved templates