Email automation builder

Email automation builder

The Email Automation Builder is a visual editor for two things: templates (the email content) and automations (the flows that decide when an email goes out and to whom).

In this guide:

  • Create an email template
  • Build an automation flow
  • Test before activating
  • Monitor send health

Prerequisites

  • Customer Hub access in your subscription tier.
  • Verified sender email address (set under Settings → Integrations).

Step 1: Create an email template

Go to Customer Hub → Templates and click New template.

The template editor supports:

  • Subject line with merge fields ({{buyer.first_name}}, {{order.id}}).
  • Body in either rich-text or HTML mode.
  • Merge fields drawer with the full list of variables you can drop in.
  • Preview mode that renders against a sample buyer record.

Save the template. You can use it from any automation or from the Message Center for one-offs.

Step 2: Build an automation flow

Go to Customer Hub → Automations and click New automation.

An automation has three parts:

  1. Trigger — the event that starts the flow. Options: Order placed, Order shipped, Order delivered, Review received, Refund requested, Manual (you trigger it from a buyer page).
  2. Conditions — filter when the trigger fires. Options: marketplace, SKU, order value, repeat-buyer, country.
  3. Steps — what happens, in order. Options: Send email (pick a template), Wait (delay X hours/days), Branch (if/else), Tag buyer.

Drag steps in, configure each, save.

Step 3: Test before activating

Click Send test on the automation detail page. Hilal runs the flow against either a sample buyer record or a real recent order — without actually sending anything. You see exactly what would have been sent, when, and why.

Activate when the test reads correctly.

Step 4: Monitor send health

The automation detail page has a Sends tab showing every email sent by the flow with status: queued / sent / delivered / opened / bounced / complained.

Bounces above 5% or complaints above 0.1% triggers an in-app warning — Hilal pauses the automation if it crosses Amazon’s communication-policy thresholds, so a bad send can’t get your seller account flagged.

Troubleshooting

  • Emails aren’t being sent. Check the sender email is verified under Settings → Integrations. If verified, check that the trigger event actually fires (Test mode).
  • High bounce rate. Likely outdated buyer email addresses. Hilal automatically suppresses emails to addresses that bounced once.
  • Amazon-related automations: are these even allowed? Use the Amazon automations page for review-request and post-purchase flows that respect Amazon’s policies. Don’t roll your own.

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