{"id":32266,"date":"2026-06-09T16:55:14","date_gmt":"2026-06-09T16:55:14","guid":{"rendered":"https:\/\/help.chatecommerce.com\/automatizaciones-chatecommerce-guia-completa\/"},"modified":"2026-10-02T15:32:32","modified_gmt":"2026-10-02T15:32:32","slug":"chatecommerce-automations-complete-guide","status":"publish","type":"post","link":"https:\/\/help.chatecommerce.com\/en\/chatecommerce-automations-complete-guide\/","title":{"rendered":"Automations in ChateCommerce: What They Are, Which Are Available, and How to Activate Them"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">What are automations?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automations are messages that are sent automatically via WhatsApp when something specific happens in your store: a pending payment, a completed purchase, an abandoned cart, or changes in your customers&#8217; personalized data.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You don&#8217;t need to do anything manually. Configure the automation once and the platform takes care of sending the message at the exact moment your customer needs it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Stores that have automations active recover more sales, retain more customers, and generate more conversations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What do you need to use them?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before activating any automation, you need to have:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your online store connected to ChateCommerce (Tiendanube, Shopify, VTEX, Magento, or WooCommerce).<\/li>\n\n\n\n<li>Your WhatsApp Business account connected to the platform.<\/li>\n\n\n\n<li>For personalized automations: custom fields created in your contact database.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">If you already have these requirements, you&#8217;re ready to get started.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Available automations in ChateCommerce<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Purchase<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Abandoned cart<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated when a customer adds products to their cart but doesn&#8217;t complete the purchase. ChateCommerce sends a WhatsApp message reminding them of the products they left and making it easy to return to the store.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s the automation with the greatest impact on sales recovery. Stores that have it active recover up to 61% of their abandoned carts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Pending payment<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated when a customer chooses an offline payment method (transfer, payment at agency) and the order remains incomplete. The platform sends a reminder via WhatsApp 24 hours after the order was created so the customer can complete the payment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/help.chatecommerce.com\/en\/automation-pending-payment-order-whatsapp\/\">See how to activate the pending payment automation<\/a><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Payment rejected<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated when a payment attempt is rejected by the system. ChateCommerce sends an automatic message with a direct link to the purchase so the customer can try again with another payment method.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Between 15% and 40% of purchases fail due to rejections, many of them due to avoidable errors. This automation recovers those sales immediately.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Post-sale<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">Order completed<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated when a purchase is confirmed successfully. The customer receives a WhatsApp notification confirming their order, which builds trust and improves the post-purchase experience.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Rate your purchase<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated after an order is completed. The platform sends the customer a message inviting them to rate their shopping experience, which allows you to collect feedback and improve your store.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Custom<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">User update \/ creation<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">It&#8217;s activated when a new contact is created or a customer&#8217;s personalized information is updated. Perfect for personalized welcomes, notifications of changes in your sales funnel stage, expiration reminders, or any other situation you define with your custom fields.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Combine up to 3 conditions to create complex flows based on each customer&#8217;s specific data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What are custom fields?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Custom fields allow you to expand the basic information of your contacts (name, email, phone) with data specific to your business: contracted plan, sales stage, expiration date, customer level, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Available field types:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Free text<\/li>\n\n\n\n<li>Number<\/li>\n\n\n\n<li>Date<\/li>\n\n\n\n<li>Yes\/No<\/li>\n\n\n\n<li>URL<\/li>\n\n\n\n<li>Dropdown lists<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once created, these fields are available in each contact&#8217;s profile and can be edited from the contacts module or directly from the conversation. You can also use them to trigger personalized automations.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to create an automation step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1 \u2014 Go to Automations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In the sidebar menu of your account, go to <strong>Marketing<\/strong> \u2192 <strong>Automations<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll see three clear categories: <strong>Purchase<\/strong>, <strong>Post-sale<\/strong>, and <strong>Custom<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2 \u2014 Choose the event<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Select the event you want to automate:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Purchase:<\/strong> Abandoned cart, Pending payment, Payment rejected.<\/li>\n\n\n\n<li><strong>Post-sale:<\/strong> Order completed, Rate your purchase.<\/li>\n\n\n\n<li><strong>Custom:<\/strong> User update\/creation.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3 \u2014 Choose a template<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each event has pre-designed templates available. You can choose one with simple text, with a header image, with a button, or with an external link. If you need something specific, you can also create your own template.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4 \u2014 Configure the sending<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Give your automation a name and set up the sending rules:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>For standard automations:<\/strong> How long after the event the message is sent (e.g., 10 hours after abandoning the cart).<\/li>\n\n\n\n<li><strong>For personalized automations:<\/strong> Which conditions must be met to trigger the message (combine up to 3).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can see a preview of the message in real time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5 \u2014 Save and activate<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Click <strong>Save and activate<\/strong>. The automation will be sent to Meta for review, which verifies that the content complies with its policies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important note:<\/strong> Approval can take from minutes to 24 hours. While it&#8217;s being reviewed, the automation is pending and won&#8217;t send messages. Once approved by Meta, it will be automatically activated.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Frequently Asked Questions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">How many credits does each automation consume?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each message sent consumes credits according to your contracted plan. You can check the details of consumption and credit usage in the Analytics section of your account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I customize the message?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. You can edit the content of each template and include dynamic variables such as the customer&#8217;s name, store name, order details, or your custom fields, among others.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I have multiple automations active at the same time?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. You can activate all available automations simultaneously. Each one works independently and executes when the event that triggers it is met.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I deactivate them at any time?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. You can activate or deactivate any automation whenever you need to in the Automations section of the platform.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Do they work with all e-commerce platforms?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Automations are compatible with Tiendanube, Shopify, VTEX, Magento, and WooCommerce.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I create automations based on personalized data?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Define your own custom fields and create personalized automations by combining up to 3 conditions. For example: send a message if a customer is in the &#8220;Lead&#8221; stage <strong>AND<\/strong> their plan is &#8220;Premium&#8221; <strong>AND<\/strong> the expiration date is in 3 days.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What&#8217;s the difference between standard and personalized automations?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Standard automations (Abandoned cart, Pending payment, etc.) are triggered by store events. Personalized ones are triggered by any contact data you define: custom fields, dates, statuses, sales stages, etc.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Need Help?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/wa.me\/5491170781975\">Contact support team<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>What are automations? Automations are messages that are sent automatically via WhatsApp when something specific happens in your store: a pending payment, a completed purchase, an abandoned cart, or changes in your customers&#8217; personalized data. You don&#8217;t need to do anything manually. Configure the automation once and the platform takes care of sending the message [&hellip;]<\/p>\n","protected":false},"author":18,"featured_media":32288,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[536,531,192],"tags":[],"class_list":["post-32266","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automations","category-ayuda","category-help-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ChateCommerce Automations: what they are, which ones exist and how to activate them<\/title>\n<meta name=\"description\" content=\"Set up ChateCommerce automations and let your store send WhatsApp messages automatically. Complete guide to all available automations.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/help.chatecommerce.com\/en\/chatecommerce-automations-complete-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ChateCommerce Automations: what they are, which ones exist and how to activate them\" \/>\n<meta property=\"og:description\" content=\"Set up ChateCommerce automations and let your store send WhatsApp messages automatically. 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