Add a Pre-Installed Automation to your App

Follow this guide to learn how to add a pre-installed automation to your app.

Before you begin

The app you want to set up an automation for needs to be installed on a Wix website. Learn how to install your app on a free Premium development site.

Step 1 | Select a site to create an automation template

1. Go to the Automations page in your app's dashboard.

2. Click the Pre-installed tab.

3. Click Create New > Pre-installed automation.

   

4. Click Select a Site to Create the Automation and choose a site from the site selector to create the automation on.

   

5. A new tab opens on the site's Automations page, with Advanced Mode turned on.

Step 2 | Create your automation

1. In the Automations page on your site's dashboard, click + New Automation.

2. Select the app you want to create an automation for.

3. Select one of the available triggers and configure it. You can use any trigger created by Wix or a 3rd party.

4. Connect your trigger with one or more actions. Currently, you can only use the following actions to create a pre-installed automation:

   • Send an email.
   • Send a push notification.
   • Any actions that belong to the app you're creating the automation for.

   Important: Once your pre-installed automation is published, you can't change its trigger.

5. Click Activate.

6. You're redirected back to the site's Automations page.

Step 3 | Export your automation to the App Dashboard

1. Click the actions menu for the automation you created and select Generate link.

2. Copy the generated automation link.

3. Return to the New Pre-installed Automation tab in your app's dashboard.

   If the tab was closed, return to the Automations page in your app and click Create New > Pre-installed automation.

4. Paste the copied automation link in the section labeled Step 2: Paste the automation link.

   

   The trigger and action(s) appear in the automation's preview, and the automation name is automatically populated.

5. Go to the next section to configure the pre-installed automation's settings.

   

   In the field labeled Name your automation, you can rename the automation. Keep in mind:

   • Users can’t change the automation name themselves.
   • You can translate the name to other languages in the Translations page.
   • Tips for naming an automation:
     • Start with an imperative verb describing what the automation does (for example, Notify members).
     • Describe what triggers it (for example, when a new blog post is published).
     • Use sentence case, no period.

6. Choose the automation's default status when installed on a site:

   • Active
   • Inactive

7. Configure user settings for the automations:

   • Allow users to edit timing: Select this to let users edit the automation's timing, which includes the delay of each action, and how frequently the same contact can trigger it.
   • Allow users to add & edit conditions: Select this to let users set conditions that control the automation flow.

8. Click Save & Close and you'll be taken back to the Automations page.

Your automation is now listed in your app's dashboard under the Pre-installed tab.

Step 4 | Test your automation

Your automation is now ready to be tested on a site.

1. Click Test Your App > Dashboard.
2. Select the test site you installed your app on earlier.
3. Make sure the automation is working as it should.