# Automations

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2FOvYfOLGCrI2AsuKlUArc%2Fautomation%20.png?alt=media&#x26;token=db8e1151-316f-4eae-9951-801db3196bae" alt=""><figcaption><p>Automations</p></figcaption></figure>

### What are Automations?

Automation means setting up messages that are automatically triggered when a customer takes a specific action on your website.\
**For example,** when a customer places an order, an automated message is instantly sent to confirm their purchase, eliminating the need to send each message manually.

### Why Automated Messages are Helpful for Both Businesses and Customers&#x20;

#### For businesses:&#x20;

* No need to manually send updates to every customer, thus saving time.&#x20;
* No need to worry about forgetting to send confirmations or reminders, thus reducing mistakes or confusion.
* helps to build trust with customers, as they feel valued and cared for when they get timely updates.
* Gentle reminders (*like abandoned cart or booking reminders*) can bring customers back and improve conversion, eventually leading to increased sales and bookings.

#### For customers:

* Instantly gets updates regarding their orders or bookings without any hassle.
* Customers get notified immediately if there is any cancellation or rescheduling.
* Clear and timely communication helps customers feel valued and confident in the business, which enhances the customer experience.

### Steps to Set Up Automated Message&#x20;

{% hint style="info" %}
Follow the instructions below if you have already set up the WhatsApp and SMS templates.
{% endhint %}

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2F1duU7VdPq8YVOv8RwkN4%2FAutomation%201%20.jpg?alt=media&#x26;token=4ccee00c-e43b-4a75-be7c-5e65961c3c07" alt="" width="375"><figcaption><p>Automations</p></figcaption></figure>

1. Go to the **Automation** section in the dashboard.
2. Click on **Create Automation**.

<figure><img src="https://392978341-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsZtOBCP9JV8XEWJpUU4t%2Fuploads%2F12MI91mwazjmSMoyCbGZ%2FAutomation%202%20.jpg?alt=media&#x26;token=a5d2bd1f-acab-4a15-8017-915e6744e86b" alt="" width="375"><figcaption></figcaption></figure>

3. Choose the required **automation type** from the list and click on **Create Automation .**
4. Next, select the preferred communication channel — **WhatsApp, SMS, or both** , for delivering the automated message.
5. Choose a **pre-approved template** for each selected channel (*you can add multiple templates to one automation).*

### Supported Automation Flows in Mercuri CX

Mercuri CX supports automated messaging workflows across the following categories:

* [E-commerce](https://docs.mercuri.cx/features/automations/automated-workflow-for-e-commerce-businesses)
* [Restaurants](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-order-events)
* [Restaurant Table Reservation](https://docs.mercuri.cx/features/automations/automated-workflow-for-restaurant-table-reservations)
* [Booking related events](https://docs.mercuri.cx/features/automations/automated-workflow-for-booking-related-events)
* [Customer Signups ](https://docs.mercuri.cx/features/automations/automated-workflow-for-customer-signup)
* [Form Submissions](https://docs.mercuri.cx/features/automations/automated-workflow-for-forms)

***

### Supported Automations for Different Platforms

|   Platforms   | Available Automations                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
| :-----------: | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
|    **Wix**    | <ul><li><a href="automations/automated-workflow-for-e-commerce-businesses">E-Commerce Automations </a></li><li><a href="automations/automated-workflow-for-booking-related-events">Booking Related Automations</a></li><li><a href="automations/automated-workflow-for-restaurant-table-reservations">Restaurant Table Reservation Automations</a></li><li><a href="automations/automated-workflow-for-restaurant-order-events">Restaurant Order Automations</a></li><li><a href="automations/automated-workflow-for-customer-signup">New Customer Sign-up Automations</a></li><li><a href="automations/automated-workflow-for-forms">Form Submission Acknowledgement Automation</a></li></ul> |
|  **Shopify**  | <ul><li><a href="automations/automated-workflow-for-e-commerce-businesses">E-Commerce Automations </a></li><li><a href="automations/automated-workflow-for-customer-signup">New Customer Sign-up Automations</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
| **Pipedrive** | <ul><li><a href="automations/automated-workflow-for-customer-signup">New Customer Sign-up Automations</a></li></ul>                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
