Create and manage automations
Enable, pause, inspect, and customize the email content of supported Runner automations.
Use automation controls to decide which available workflows may run and what supported customer emails should contain.
Conditional: The current page manages Runner-provided automation cards; it does not present a blank workflow builder for creating any arbitrary automation. Email editing appears only on supported cards.
Entry path
Open a store project → More → Automations → choose a card.
Before you start
- Read the automation description and trigger before enabling it.
- Confirm the current plan allows the automation.
- For customer email, verify sender, subject, variables, links, and brand details before saving.
- Saving a template changes its stored configuration; it does not send a test or customer email by itself.
Card controls and click results
| Control | What happens after you select it |
|---|---|
| Switch on | Changes the requested status to Live. Future matching triggers can start the automation. |
| Switch off | Changes the requested status to Paused. New matching triggers should not start it. |
| Info button | Opens the automation description, status, category, availability reason, and last-run time. |
| Email edit button | Opens Compose email when the card has a customizable template. |
Screen size: The Info and email edit buttons are shown on wider desktop layouts. If they are absent on a phone-sized screen, use a wider window before following the steps below.
Email controls and click results
| Control | What happens after you select it |
|---|---|
| From | Changes the stored sender value for this template. |
| Subject | Edits the email subject. |
| Body | Edits the email content. |
| Insert variable | Opens the supported placeholders and inserts the selected one at the current position. |
| Preview | Renders a preview of the current draft; it does not send the email. |
| Logo URL and accent color | Updates the branding inputs used by the template. |
| Save | Stores the current email settings and changes Unsaved to Saved after success. |
| Preview Retry | Tries to render the current draft again after a preview failure. |
Enable and customize safely
- Select the info button and confirm when the automation runs.
- If an email edit button is available, open Compose email.
- Edit the subject and body in plain customer-facing language.
- Insert only variables offered by the menu.
- Select Preview and check the rendered content.
- Return to Edit if anything is missing or unclear.
- Select Save and wait for Saved.
- Close the composer, then turn on the card switch only when the trigger and message are ready.
- Return later to check the Last run value; a Live badge alone does not prove execution.
Troubleshooting
| State | Meaning and next step |
|---|---|
| Unsaved | The draft differs from the stored template. Save or close without relying on the draft. |
| Saved | The current template settings were stored. No email was sent by the save action. |
| Preview failed | Select Retry. If it repeats, check variable syntax and preserve your draft before reloading. |
| Email template not found | This card has no retrievable customization. Close the dialog and reload the library. |
| Toggle blocked | Check Blocked by plan, Coming soon, or the availability reason on the card. |