Automation use case: Add Customers
You can add customers using the automation flow.
To add customers using the automation workflow, perform the following steps:
- Login to the Shopify account.
- Go to Customers tab and click Add customer.
![](https://files.readme.io/f37d6a8-Add_customer.png)
You can navigate to the New customer page.
![](https://files.readme.io/98e5bb6-new_customer_screen.png)
Enter the Customer overview details:
![](https://files.readme.io/d40c09e-Customer_Overview_access.png)
a. First name - Enter the First name field.
b. Last name - Enter the Last name field.
c. Language - Enter the Language field. English is the default language.
d. Email - Enter the email address.
e. Phone number - Click the arrow next to the Phone number field to view the list of country. Select as appropriate and enter the phone number.
- After entering all the mandatory details, click Save. The New customer is created.
![](https://files.readme.io/38a786e-test_access.png)
- Go back to Automations page and click Automations, you can view the recent activity (the status of the new automation created).
![](https://files.readme.io/d64e6ea-automation_status.png)
- Click the recently created Custom marketing automation with the status "Active". The Automations details page appears.
![](https://files.readme.io/99f3f75-automation_details_page.png)
- Scroll down until Workflow, and then click Send HTTP request.
![](https://files.readme.io/442b3dc-Send_HTTP_request_status.png)
The "Send HTTP request Succeeded" message appears.
![](https://files.readme.io/f2946ec-Send_HTTP_request_Succeeded_message.png)
- Once the HTTP request message is succeeded, you can view the Custom marketing automation triggered SMS under Channels> Analytics of the Kaleyra.io page.
Updated 5 months ago