This article covers how to set up automation for Single Products. If you’re using Subscriptions, learn how to set up Subscription Automation.
When setting up your Single Products, you may want to setup product-specific purchase and billing automations to tailor customer communication, and internal processes for individual products and pricing options.
We’ll walk through how to set up automation on Single Products to create the most effective customer experience.
Table of Contents
How to Set Up Product Level Automation
- From the Dashboard for your Single Product, click on the Automations tab
- Under Product Automations, click Add Action
- If you don’t have any actions set up yet, click the hyperlink add a new one
- Select the Event you want to set up an Integration Action for
- Select the Integration you want to trigger an Action in
- Select the Action you want
- Configure your Action
- Click Finish to save
Product Automation Events
The same integrations you can run for Account-Level Billing Automation, and Checkout-Level Purchase Automations, you can also run for product-specific events on Single Products and Options.
These are the Single Product Automation Events available to setup Integration Actions when they occur:
If you choose, you can run all your billing automation at the account-level and just use the Product Purchased event here at the product-level. These are just tools in your tool belt to create the perfect customer experience and/or internal process for your business.
NOTE: Account-level and checkout-level automations will still run too. Use a combination of all three automation types to create the desired customer experience.
Advanced Pricing Options
This feature is available for Business and Scale accounts.
Advanced Pricing allows you to create multiple offers for your product. This gives you flexibility to create different prices or product variations, track performance stats on each, and set up different automations to run.
How to Create Pricing Options for Advanced Automation
- From the Dashboard for your Single Product, click on the Product tab
- Scroll down to Pricing Options, select Enable Pricing Options
- Select Add a Product Option
- Set a name and a default price for your Option. The Option name is not customer-facing, so it will not show up on your Checkouts, Receipts, or in the Customer Portal
- Click Create Option
- You will see your new Option added to the Pricing Options section
How to Set Up Option Level Automation for Products
- From the Dashboard for your Single Product, click on the Product tab
- Find the Pricing Option and click Manage
- Select Automations
- Click Add Action, or select the hyperlink add a new one
- Select the Event you want to set up an Integration Action for
- Select the Integration you want to trigger an Action in
- Select the Action you want
- Configure your Action
- Click Finish
- Click Save Changes