Automation & Workflows

Email Automation

Automated Campaigns

Enable Automated Emails in Settings. Trigger campaigns based on:

• Contact creation – Welcome email.
• Lead conversion – Follow-up after opportunity.
• Purchase anniversary – Loyalty email.
• Abandoned cart – Recovery email sequence.
• Birthday – Birthday greeting.

Setting Up Automation

1. Go to Email Marketing > Configuration > Automated Emails.
2. Click Create.
3. Select Model – Which record type triggers this (Contacts, Leads, Sales Orders).
4. Set Trigger – On creation, on update, on specific field change.
5. Set Delay – Immediate, 1 hour, 1 day after trigger.
6. Select the Email Template to send.
7. Activate.

Abandoned Cart Recovery

Go to eCommerce > Configuration > Settings > Abandoned Carts. Set delay intervals (1h, 24h, 72h). Quickenerp sends automated recovery emails with the cart contents and a checkout link.