Updated 1 October 2026 · Pludor team · 2 sources
Automation Rules trigger actions (send a message, tag a customer, create a task) when events happen (new order, new lead, missed call), and automated customer emails handle post-purchase follow-up.
The same manual steps - thank-you messages, review requests, abandoned-cart reminders, lead follow-ups - get forgotten when the owner is busy.
5 steps, in this order. Each one is explained in the step-by-step guide.
Automation rules are if-this-then-that rules: when an event happens (new order, new lead, missed call), an action runs automatically (send a message, add a tag, create a task). You set the trigger once and it fires every time. Pludor's version covers orders, leads and follow-ups, plus automated customer emails for post-purchase follow-up.
Create a rule with 'new order' or 'delivered order' as the trigger and 'send a template' as the action. Write the message once as a template and it goes out every time. In Pludor, open Automation Rules in the Management menu, pick the trigger, pick the action, then place a test order to confirm it ran.
On Pludor, automation is on for every store including the Free plan — you get 200 automation runs free each month, then 1 credit per 10 runs (1 credit = 1 cent). There's no card needed to open a store. If you outgrow the free amount, monthly plans bundle more credits.
Start with the repetitive steps you forget when busy: thank-you messages, review requests, abandoned-cart reminders and lead follow-ups. These are exactly the manual steps automation rules handle best. Set up one rule, test it with a fake order or lead, then add the next.
Check a failed-messages view after setting up your rules — undelivered messages show up there so you can retry or fix them. In Pludor, open the Failed section in Outreach to see any message that couldn't be delivered. Also place a test order or lead to confirm each rule runs before relying on it.
Yes, but automated messages still obey each channel's own sending rules and opt-outs — automation doesn't bypass them. Keep messages relevant and honor unsubscribe requests. Test every rule before going live so customers don't get wrong or duplicate messages.
Create a rule triggered by 'new lead' that sends a follow-up template or creates a reminder task. On Pludor, you can also set Nudges for reminders and move leads from new to won in the Leads pipeline. Combine the rule with a saved template so the follow-up is consistent every time.
Yes — connect WhatsApp, SMS, email and chat as channels, then use templates and automation rules to respond. In Pludor, open Channels in the Operations menu to connect them; every conversation lands in one Inbox, newest first. Note that each channel's own sending rules and opt-outs still apply.
Automation rules fire automatically when a specific event happens — a new order, a new lead, a missed call. Campaigns are bulk messages you send to a group of customers on your schedule. Pludor has both: automation rules on every store, and campaigns from Outreach & CRM on the Scale plan.
No — automation rules and outreach campaigns are on for every store, including the Free plan. You get 200 automation runs free each month, then pay 1 credit per 10 runs, and 1 credit = 1 cent. Just create a free store at pludor.com/setup to get started.
Every store has automation rules and outreach campaigns - 200 automation runs free each month, then 1 credit per 10.
Automation Rules trigger actions (send a message, tag a customer, create a task) when events happen (new order, new lead, missed call), and automated customer emails handle post-purchase follow-up.
Busy owners, stores with repeat workflows, service businesses with follow-ups.
The same manual steps - thank-you messages, review requests, abandoned-cart reminders, lead follow-ups - get forgotten when the owner is busy.
On for every store, including the Free plan - a free amount every month, then pay only for what you use (1 credit = 1 cent).
1. Open Automation Rules 2. Pick a trigger 3. Pick an action 4. Test it 5. Monitor Full step-by-step guide: pludor.com/tutorials/automation
Messages still obey each channel's own sending rules and opt-outs.
Event-triggered rules. Automated customer emails (Promotions). Nudges. Outreach sequences.
Automatic messages and follow-ups.
Busy owners, stores with repeat workflows, service businesses with follow-ups.
Messages still obey each channel's own sending rules and opt-outs.
CRM, Inbox & Outreach: one inbox for WhatsApp, SMS, email and chat, with leads, templates and campaigns. AI Answering: an AI receptionist and unified CRM that answers calls, texts, and chats for your business. Orders & Fulfillment: one order dashboard with pack lists, labels, shipping and delivery tracking. Promotions & Promo Codes: sale prices, promo codes and automated customer emails.
Every step, in order: How to use Automation Rules.
On for every store, including the Free plan - a free amount every month, then pay only for what you use (1 credit = 1 cent).
Free to start - no card, no item limit. Pay only for what you use past the monthly free amounts.
Open my free storeChecked 1 October 2026. Fees and rules change; follow the links for the latest.