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How to use Pludor Automation Rules: step-by-step guide

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.

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The same manual steps - thank-you messages, review requests, abandoned-cart reminders, lead follow-ups - get forgotten when the owner is busy.

What you need

How to do it

How do I use Automation Rules, step by step?

If-this-then-that rules for orders, leads and follow-ups. You need a Pludor store - free to create.

  1. Open Automation Rules: Choose Automation Rules in the Management menu.
  2. Pick a trigger: Choose the event: new order, new lead, missed call, delivered order.
  3. Pick an action: Choose what happens: send a template, add a tag, create a nudge.
  4. Test it: Place a test order or lead and confirm the action ran.
  5. Monitor: Check Failed in Outreach for any message that could not be delivered.

Common questions

How do I set up automation rules in Pludor step by step?

Open Automation Rules in the Management menu of your Pludor store. Pick a trigger like new order, new lead, missed call or delivered order, then pick an action such as sending a template, adding a tag or creating a nudge. Test it with a test order or lead, then check the Failed section in Outreach for any messages that couldn't be delivered.

How much does Pludor automation cost?

Automation rules are on for every store, including the Free plan. You get 200 automation runs free each month, then it's 1 credit per 10 runs, and 1 credit equals 1 cent. So you only pay for what you use past the free amount.

What can I automate with Pludor automation rules?

You can automate things like thank-you messages, review requests, abandoned-cart reminders and lead follow-ups. Triggers include new order, new lead, missed call and delivered order; actions include sending a template, adding a tag or creating a nudge. Pludor also has automated customer emails you can enable under Promotions.

How do I send automatic follow-up emails after a customer buys something?

In Pludor, create an automation rule with a trigger like 'delivered order' or 'new order' and the action 'send a template'. You can also enable automated customer emails under Promotions in the Growth & AI menu. If you need help writing the message itself, Pludor's free Customer Follow-up Message Writer drafts it for you.

What's the best way for a small business owner to stop forgetting customer follow-ups?

Set up automation rules so the follow-ups happen without you. In Pludor, you'd create rules that trigger on events like new orders or missed calls and automatically send templates or create nudges. Test each rule once with a fake order or lead so you know it works before relying on it.

Do automation rules work on Pludor's free plan?

Yes, automation rules and outreach campaigns are included on every plan, including Free. Each month you get 200 automation runs free, then pay 1 credit (1 cent) per 10 runs. Your store, checkout and orders never switch off for lack of credit.

Are there any limits on automated messages I should know about?

Yes, messages still obey each channel's own sending rules and opt-outs. So even if a rule fires, the message has to follow WhatsApp, SMS or email restrictions. Check the Failed section in Outreach to catch anything that couldn't be delivered.

How do I test that my automation rule is working?

Place a test order or submit a test lead and confirm the action ran. For example, if your rule sends a template on new orders, create a test order and check that the message went out. Then look at Failed in Outreach to make sure nothing got stuck.

Can I automate texts and WhatsApp messages to customers?

Yes. First connect your channels under Channels in the Operations menu, then create an automation rule that sends a template as its action. All the conversations land in one Inbox, and you can save common answers as templates. Note that texts and WhatsApp still follow each channel's sending rules and opt-outs.

What's the difference between automation rules and outreach campaigns in Pludor?

Automation rules are event-triggered: something happens (a new order, a missed call) and an action fires immediately. Outreach campaigns and sequences are broader bulk messaging you run from Outreach & CRM, available on the Scale plan. Both are included for every store, with 200 automation runs free each month.

Which plan includes automation?

Every store has automation rules and outreach campaigns - 200 automation runs free each month, then 1 credit per 10.

How much does Pludor Automation Rules cost?

On for every store, including the Free plan - a free amount every month, then pay only for what you use (1 credit = 1 cent).

How do I get started with Pludor Automation Rules?

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

What are the limitations of Pludor Automation Rules?

Messages still obey each channel's own sending rules and opt-outs.

Going further: scale and grow

What you get

Event-triggered rules. Automated customer emails (Promotions). Nudges. Outreach sequences.

What comes out of it

Automatic messages and follow-ups.

Who it is for

Busy owners, stores with repeat workflows, service businesses with follow-ups.

Good to know

Messages still obey each channel's own sending rules and opt-outs.

Works well with

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.

More about Automation Rules

What it does, who it is for and what it costs: Automation Rules.

Doing this on Pludor

On for every store, including the Free plan - a free amount every month, then pay only for what you use (1 credit = 1 cent).

  • Event-triggered rules
  • Automated customer emails (Promotions)
  • Nudges
  • Outreach sequences

Free to start - no card, no item limit. Pay only for what you use past the monthly free amounts.

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Sources

  1. Pludor facts (features, plans and limits)
  2. Pludor pricing

Checked 1 October 2026. Fees and rules change; follow the links for the latest.

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