The exact setup varies by e-commerce platform, but the logic stays largely the same.

Step 1: Connect your store

Shopify merchants can connect to Brevo using the Brevo PushOwl app.

WooCommerce uses the Brevo plugin, and PrestaShop uses the Brevo module. If you already have Brevo connected to Shopify, check Brevo’s migration instructions before installing the new app.

Step 2: Install the tracker

Connecting the store is not enough if you want to trigger automations based on browsing behavior.

tracking store events for automations

Install the Brevo tracker so events like product views and cart activity reach your account.

Step 3: Start with a workflow template

Rather than building every automation from scratch, choose a workflow template for your chosen use cases.

email marketing template

Then adapt its triggers, timing, conditions, and message content to your store and customer behavior.

Step 4: Add steps to your automation

Decide the triggers, actions, and exit conditions before writing the copy.

An exit condition for an abandoned cart automation, for example, is usually a completed purchase. Doing this before building messages prevents the workflow from continuing after it has fulfilled its purpose.

Step 5: Layer marketing channels

Add SMS, web push, or WhatsApp only when the use case justifies another customer touchpoint. Multi-channel automations can keep those messages under the same set of conditions, and you do not need to create separate automations for each channel.

Instead, you layer them into one sequence.

Step 6: Test the triggers

Place a real test order and abandon a real test cart on your store website. Then check whether the automation triggers as intended and whether you enter and exit the workflow under the right conditions.

Choosing an e-commerce automation platform

Before picking a tool or comparing features, focus on what your store needs, then match it to what you're paying for with each tool.

“Becoming too excited about automation tools means that your business could risk wasting its time on complicated workflows before you have the insights or traffic you need to make them work.”  - Alys Reynders, CMO at Quickbase, a no-code CRM builder

For instance, Brevo primarily bills by emails sent, while Klaviyo’s pricing is tied to active profiles. 

Some tools like Omnisend and Mailchimp price around the number of contacts stored. The same store can therefore have very different costs as its customer database grows, even when its messaging volume stays similar.

Contact-based pricing can become expensive as an email list grows, whereas send-based pricing can make more sense for stores with large lists but relatively low messaging volume.

Calculate the cost based on your expected list size and monthly sends, rather than comparing only the plan price.

Once you understand this aspect, compare platforms based on:

The right platform depends on your priorities.

Pick...If you are
KlaviyoA revenue-focused DTC brand that needs deep e-commerce data collection and synthesis along with advanced revenue attribution.
ActiveCampaignA brand that needs sophisticated automation logic
OmnisendLooking for an accessible starting point with a free plan
BrevoSearching for broad e-commerce platform coverage for omnichannel automations and pricing based on send volume

For a side-by-side look at the options above (and more), dive into e-commerce marketing automation software comparisons to identify the tool that will work best for your store.

Measuring marketing automation performance

Automation performance is easy to overestimate if you rely on campaign metrics or generic email marketing benchmarks.

For example, open rates can look impressive for triggered messages because the recipient has already shown intent, but that will not mean much if the customer does not move to the next stage of the journey.

tracking automation metrics

A better question is whether the workflow creates incremental revenue and moves customers toward the action the automation was designed to drive.

Monitor the following e-commerce metrics for your marketing automations:

A common mistake brands make when measuring automation performance is pulling numbers too early.

Reynders, who has nearly 30 years of marketing experience, reminds brands that:

“If you’re looking to create automated re-engagement flows based on the churn that you’re seeing, it’s always a good idea to wait until you actually have a baseline to work with that has enough data to cover average customer buying cycles.”

Without this data, you are going in blind. As Meshyk mentions:

“Oftentimes, poor automation is due to incorrect data, not a poor automation solution.”

Meshyk further adds, “Advanced segmentation and personalized product recommendations are built by most brands prior to collecting enough customer behavior data. These automations can look impressive in an automation platform, but most of the time they fail because the brand doesn't understand customer buying behavior.”

When you have sufficient customer data, you can investigate performance drops and gauge which of the following needs tweaking:

Once you identify the issue, you can tweak that portion of the automation without rebuilding from scratch.

E-commerce marketing automation mistakes to avoid

E-commerce automation gets complicated or ineffective when brands tailor workflows to generic benchmarks instead of their own niche or when they use discounting as a strategy rather than a last-resort incentive. Here are some other marketing automation mistakes to look out for:

Mistake 1: Using generic timing filters

Don’t assume every workflow should wait 24 hours, 48 hours, or 30 days because that’s the industry norm.

As Meshyk explains:

“The right delays depend on your customer journey and buying cycle. Take, for instance, brands that sell products with repeat purchase cycles. These brands would need shorter delay workflows. In contrast, it may take customers of higher-priced goods a longer period of time to consider and buy the product; thus, a longer delay workflow may be justified.”

Look at the typical inter-purchase interval for win-back automations or how quickly a cart tends to convert before deciding the timing for your abandoned cart sequence.

Consider how long after product use a customer should have to leave an informed review before sending a review request at the 7-day mark.

Once you have this data, run tests to compare delay times and identify the sweet spot.

Mistake 2: Not optimizing discounts

Leading with a discount code teaches shoppers that abandoning a cart or joining your email list is a guaranteed route to a lower price. Instead, build a relationship first, then use discounts as the last step in the automation sequence.

With an abandoned cart automation, start with a reminder or list the benefits of the product the customer abandoned.

For a welcome series, share the brand story before offering a first-purchase discount. When you use discounts as a last resort to recover a sale or secure a purchase, you protect your margins and don't train customers to expect discounts.

“I often see a lack of stress testing discount codes when setting up automations.” - Juan Castells, the marketing manager at Arke Agency

According to Castells, when brands don't prioritize QA processes when launching campaigns, they may end up selling at a loss because of parallel welcome automations. Here is an example he provides:

excessive discounting example

Running multiple campaigns with discounts requires brands to ensure customers can apply only one discount at a time. Castells explains:

“You need to ensure that your discounting strategies across multiple campaigns (email and/or SMS) don't hurt your bottom line. Specially with savvy shoppers or multiple plugins out there for finding coupons and discount codes.”

When using discounts, assess whether you are offering them at the right time and whether multiple discount codes are in play.

Mistake 3: Launching ten workflows at once

Start with high-impact automations such as the welcome series, abandoned cart recovery, and post-purchase communications. Measure their performance and use the data to decide what to build next.

Creating and optimizing your automations one workflow at a time makes the overall customer journey more cohesive rather than haphazardly patched together.

Mistake 4: Measuring every automation by revenue

Revenue makes sense for a cart recovery or win-back workflow, but transactional and customer-experience automations may have different goals.

But what should these goals be?

According to Meshyk, “if an automation cannot improve conversions, retention, or customer experience, it should not be built.”

When you define outcomes for each automation, it gets easier to track it to a metric.

Mistake 5: Not looking out for sync delays

Another mistake brands make is not accounting for sync delays when setting up automations.

Tran explains:

“You can get automation running, and it looks fine in the builder and all the statuses are exactly as they should be, and the timelines align, and everything is checked off. Then the messages begin to come in again. The thing is, the status field has not yet synced, and it's almost always a sync delay between the CRM and the platform running the workflow.”

Slow servers or batch processing can contribute to the sync mismatch. Depending on your data load, you can run real-time syncs instead of batch processing or schedule syncs during off-peak hours to avoid this problem.

Execute relevant e-commerce marketing automations with Brevo

E-commerce marketing is not about building all automations on day 1. Get the foundations right and use results to decide what comes next.

Then expand gradually. Add browse abandonment, back-in-stock, win-back, replenishment, and other automations when the underlying event data is reliable, and the existing automations have a clear performance baseline.

And the best part? You do not need to start with a paid plan.

About the author
Naman Rastogi is a growth marketer and ecommerce specialist with 8 years of experience in the ecommerce/CMS space, spanning performance marketing, SEO, and content strategy. Over the years, he has helped numerous ecommerce brands scale better through sharp, data-driven growth strategies and a deep understanding of merchant acquisition. A growth hacker at heart, Naman brings a practitioner's instinct for testing, channel mix, and conversion.

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