How To Setup A Product Sold Automation For Widget And Customer App

Modified on: Fri, 11 Sep, 2026 at 4:41 PM

TABLE OF CONTENTS

To set up a Product Sold Automation, follow the steps below:

Go to the Automation Module.

Click on the Add Automation Button.

Automation Name - Add a name for the Automation.
From Email Name - This will act as the signature on the Email.
Reply Email Address - Enter the Email Address that recipients can respond to.

Trigger Category - Select Product from the dropdown menu.
Trigger - Select Product is Sold on Widget & Customer App from the dropdown menu.

Do not send notifications before - From the dropdown menu select a time slot before which the notification will not be sent.
Do not send notifications after - From the dropdown menu select a time slot after which the notification will not be sent.

Contact List All Customers - Checkmark against all Customers to send the Automation to all the Customers.
Contact List Staff Position - Checkmark against Staff Position to send the Automation to all relative Staff Members.

Once done, click on the Save Button.

A Product Sold Automation has been saved successfully message will appear on the screen.

Did you find it helpful?

Yes No

Talk to a Software Specialist