View Categories

Pre-order automations

2 min read

PreProduct can automate certain processes via the automations section of the app. You can find a link to the “automations” screen from the “setup” area of the app. Below is a list of the currently available automations.

We also have a YouTube video on pre-order automations here.

Emailed pre-order report – weekly #

Your store email will be sent a .CSV spreadsheet every Friday containing information for all of the pre-orders that past week.

Runs every Friday.

Emailed pre-order report – daily #

Your store email will be sent a .CSV spreadsheet every day that pre-orders are taken. The CSV format is the same as the weekly report.

Runs every 24 hours.

Listing manager #

PreProduct can create and finish pre-order listings for you as variants go in and out of stock. This automation relies on the templates feature to dictate settings. Products can only be listed if they have an applicable template. (available on plus and platinum-plus plans)

Runs when a product’s details or stock levels change in some way.

Auto-charge – trigger charges as stock is added #

Best for charge-later, deposit-upfront and charge-upfront pre-orders. PreProduct will automatically trigger charges when stock is added in Shopify. Consider a product that starts at zero stock which then takes two pre-orders of 1 unit each. The stock level will reduce to -2 in the Shopify admin. Increasing stock by 1 to -1 will trigger one charge. For charge-upfront pre-orders, fulfilment hold will be released instead as customers already charged.

Runs 4 times a day.

Auto-charge – trigger charges as stock is added above 0 #

Best for capture-only pre-orders as they don’t decrement stock at the time of pre-order. PreProduct will automatically trigger charges when stock goes above 0 for a product/variant. The number it will trigger is proportional to the current stock level.

Runs 4 times a day.

Create opted-in Shopify customer for capture-only pre-orders #

Whenever a capture-only pre-order is taken, PreProduct will create a Shopify customer for them with ‘accepts_marketing’ set to true. Useful for third-party email marketing and more.

Runs 4 times a day.

Automations screen walkthrough #

Powered by BetterDocs

Pre-sell With PreProduct

7 day free trial with all plans