Connick Automation
Dashboard
Integrations
Campaigns
Automation
Settings
LIVE
š Business Intelligence Dashboard
Real-time automation performance & revenue analytics
šÆ Monthly Goals & Performance
š Flash Sale
Revenue Goal
61.4% Complete
$18,420
$18,420 current
$30,000 target
Today's Revenue
84.7% of Goal
$847
$847 today
$1,000 target
$18,420
Revenue This Month
āļø +47% vs last month
847
Orders Processed
š +23% vs avg
2,341
Emails Sent
š§ 23.4% of quota used
94.2%
Tasks Automated
š¤ AI handling 94.2%
$184
Avg Customer LTV
š VIP threshold: $500
3.2%
Monthly Churn
š Industry avg: 5.8%
š° Revenue Attribution (Last 30 Days)
Last 30 days
Last 7 days
This month
š Abandoned Cart Recovery
$4,240
23% of revenue
š Reorder Campaigns
$2,847
15.5% of revenue
š„ New Customer Acquisition
$8,940
48.5% of revenue
š VIP Customer Purchases
$2,393
13% of revenue
š„ Customer Segments
View All
New
483
Regular
529
VIP
156
Inactive
79
š¤ AI Business Insights
LIVE
š Revenue Opportunity
47 VIP customers haven't ordered in 45+ days. Estimated recovery potential:
$2,340
šÆ Target VIPs
ā ļø Performance Alert
Email open rates down 12% this week. Consider A/B testing subject lines for better engagement.
š§ A/B Test
šÆ Optimization Insight
Peak sales occur 2-4 PM AKST (67% higher conversion). Schedule campaigns accordingly for maximum impact.
ā° Optimize
š” Cross-Sell Opportunity
Customers who buy Retatrutide also purchase Tirzepatide 67% of the time. Potential upsell revenue:
$1,847
š Upsell
ā” Live Activity Feed
LIVE
š
Abandoned Cart Recovered
Customer: Sarah J. ⢠Order Value: $127.94 ⢠Campaign: 2nd Follow-up
2 minutes ago
š«
Support Ticket Auto-Resolved
Issue: Shipping inquiry ⢠Resolution Time: 47 seconds ⢠Confidence: 96%
5 minutes ago
š¦
Order Processed & Shipped
Order #1847 ⢠Customer: Mike C. ⢠Value: $79.00 ⢠Tracking: 1Z999AA1234567890
8 minutes ago
š°
Reorder Campaign Success
Campaign: 30-day Reorder ⢠Revenue Generated: $2,847 ⢠Conversion: 23.4%
15 minutes ago
ā ļø
Inventory Alert
Product: Tirzepatide 10MG ⢠Stock: 12 units ⢠Reorder Threshold: 15 units
23 minutes ago
š
VIP Customer Milestone
Customer: Jennifer L. ⢠Lifetime Value: $524 ⢠Status: Upgraded to VIP
31 minutes ago
š View Complete Activity Log
šØ Critical Alerts
3
High-Priority Tickets
3 tickets need attention
š« Review
Inventory Warning
2 products low stock
š¦ Check
High-Value Carts
23 carts >$100 abandoned
šÆ Target
ā” Quick Actions
š Flash Sale
š§ Reorder Push
š Generate Report
Store Integrations
Connect your e-commerce platforms
š
Shopify Store
your-store.myshopify.com
Connected
Last sync: 2 minutes ago
847 orders synced | 1,247 customers
Manage
Sync Now
š³
Square POS
Point of Sale + Online
Available
Connect your Square account to sync orders, customers, and inventory automatically.
š Connect Square
šŖ
WooCommerce
WordPress E-commerce
Available
WordPress WooCommerce store integration with REST API.
š Connect WooCommerce
š¢
BigCommerce
Enterprise Platform
Available
Enterprise e-commerce platform with advanced features.
š Connect BigCommerce
š§ Email Service Providers
MS
MailerSend
Transactional Email API
Connected
This month:
2,341 emails sent
Delivery rate:
89.3%
From address:
automation@connickautomation.com
Manage
Send Test
SG
SendGrid
Twilio SendGrid - Most Popular
Available
Industry leader with 99%+ delivery rates. Free tier: 100 emails/day.
š Connect SendGrid
MG
Mailgun
Powerful Email API
Available
Developer-friendly with advanced analytics. Free tier: 5,000 emails/month.
š Connect Mailgun
AS
Amazon SES
AWS Simple Email Service
Available
Ultra-low cost ($0.10 per 1,000 emails). Requires AWS account.
š Connect Amazon SES
PM
Postmark
Fast Transactional Email
Available
Lightning-fast delivery focused on transactional emails. 45-second setup.
š Connect Postmark
CK
ConvertKit
Creator Email Marketing
Available
Perfect for content creators and course sellers. Advanced automation.
š Connect ConvertKit
MC
Mailchimp
All-in-One Marketing
Available
Most popular email platform. Free tier: 500 contacts, 1,000 emails/month.
š Connect Mailchimp
KL
Klaviyo
E-commerce Email & SMS
Available
Built for e-commerce with advanced segmentation and personalization.
š Connect Klaviyo
BR
Brevo
Sendinblue Email & SMS
Available
Email, SMS, and marketing automation in one platform. Generous free tier.
š Connect Brevo
AC
ActiveCampaign
Advanced Marketing Automation
Available
Powerful automation workflows with CRM features. Great for complex funnels.
š Connect ActiveCampaign
š± SMS & Phone Notifications
TW
Twilio SMS
Programmable SMS & Voice
Available
Send SMS alerts for abandoned carts, order updates, and critical notifications.
š Connect Twilio
š
Phone Alerts
Critical Issues Only
Available
Get phone calls for system failures, payment issues, and emergencies only.
š Setup Phone Alerts
Email Campaigns
AI-powered email marketing to your customers
1,247
Total Customers
892
Active Customers
2,341
Emails Sent This Month
$18,420
Campaign Revenue
šÆ AI Campaign Creator
⨠AI-Powered
What email campaign do you want to send?
šØ Generate Email with AI
All Customers (1,247)
Active Customers (892)
VIP Customers (156)
Recent Customers (234)
š§ AI Generated Email Preview
š Regenerate
āļø Edit
Subject:
25% OFF Flash Sale - Retatrutide - Ends Tomorrow!
AI generated email content will appear here...
Sending to:
1,247 customers
Estimated delivery: Within 15 minutes
Cancel
š Send Campaign
Recent Campaigns
View All
Valentine's Day Special - 20% Off
Sent 2 days ago to 1,156 customers
$4,240 revenue
23.4% open rate
Reorder Reminder - Previous Customers
Sent 5 days ago to 298 customers
$1,890 revenue
31.2% open rate
New Product Launch - GHK-Cu Serum
Sent 1 week ago to 1,247 customers
$2,650 revenue
18.7% open rate
Automation Controls
Manage your automated workflows
Email Campaigns
All Active
Abandoned Cart Recovery:
24 active flows
View
Post-Purchase Sequence:
67 completed this week
View
Reorder Campaigns:
12 scheduled
View
Customer Support
AI Active
Open tickets: 3 | Auto-resolved today: 28 | Avg response: < 2 min
View All Tickets
ā Back
š Abandoned Cart Recovery
Automated email sequences to recover lost sales
24
Active Flows
18.7%
Recovery Rate
$4,240
Recovered Revenue (7d)
156
Abandoned Carts (24h)
šÆ Create New Abandoned Cart Campaign
+ Start New Campaign
Create a multi-step email sequence to recover abandoned carts with AI-generated content and custom discount codes.
Current Campaigns
3 Active
Default Recovery Sequence
3-email sequence ⢠18.7% recovery rate
Edit
Stats
Email 1
30 minutes
No discount
Email 2
2 hours
10% off
Email 3
24 hours
15% off
VIP Customer Recovery
2-email sequence ⢠24.3% recovery rate
Edit
Stats
Email 1
1 hour
20% VIP discount
Email 2
6 hours
25% final offer
ā Back
š¦ Post-Purchase Sequence
Automated follow-up emails for order completion
67
Completed This Week
4.7ā
Avg Review Rating
34.2%
Review Response Rate
92.1%
Customer Satisfaction
šÆ Create New Post-Purchase Campaign
+ Start New Campaign
Create a follow-up email to request reviews, gather feedback, and drive repeat purchases from happy customers.
Current Campaigns
2 Active
Google Review Request
Happy customers only ⢠5 days after purchase ⢠34.2% response rate
Edit
Stats
š§ Follow-up Email
5 days after purchase
ā Google Business Reviews
34.2% response
4.7ā avg rating
Reorder Incentive
All customers ⢠14 days after purchase ⢠12.8% conversion rate
Edit
Stats
š§ Reorder Email
14 days after purchase
15% discount code included
12.8% conversion
$184 avg order
ā Back
š Reorder Campaigns
Win back customers and drive repeat purchases
12
Scheduled Campaigns
23.4%
Reorder Conversion
$8,940
Reorder Revenue (30d)
34 days
Avg Reorder Cycle
šÆ Create New Reorder Campaign
+ Start New Campaign
Create a multi-step email sequence to win back previous customers and drive repeat purchases.
Current Campaigns
3 Active
Monthly Reorder Sequence
3-email sequence ⢠30 days after last order ⢠23.4% conversion
Edit
Stats
Email 1
30 days
Friendly reminder
Email 2
45 days
10% off incentive
Email 3
60 days
15% final offer
90-Day Win-Back
2-email sequence ⢠90 days inactive ⢠18.7% conversion
Edit
Stats
Email 1
90 days
We miss you + 20% off
Email 2
120 days
Last chance - 25% off
VIP Customer Reorders
1-email sequence ⢠High-value customers ⢠31.2% conversion
Edit
Stats
Email 1
25 days after order
VIP early access + 15% off
ā Back
š« Customer Support Dashboard
AI-powered customer service management
3
Open Tickets
28
Auto-Resolved Today
< 2 min
Avg Response Time
94.2%
AI Resolution Rate
šØ Open Tickets
All Priorities
High Priority
Medium Priority
Low Priority
š Refresh
HIGH
Ticket #2847
⢠23 minutes ago
Order refund request - damaged product
Customer:
Sarah Johnson (VIP) ā¢
Order:
#1847 ($156.98)
"My Retatrutide arrived damaged, the vial was cracked. I need a full refund immediately..."
š View
ā¬ļø Escalate
ā Resolve
AI Confidence:
45% - Requires Human Review
Suggested Action:
Process refund + send replacement product
MEDIUM
Ticket #2846
⢠1 hour ago
Shipping delay inquiry
Customer:
Mike Chen ā¢
Order:
#1845 ($79.00)
"I ordered 5 days ago and tracking shows it's still in processing. When will it ship?"
š View
ā¬ļø Escalate
ā Resolve
AI Confidence:
87% - Can Auto-Resolve
Suggested Action:
Send shipping update + tracking information
LOW
Ticket #2845
⢠3 hours ago
General product question
Customer:
Jennifer Liu ā¢
Order:
None
"What's the difference between Tirzepatide 5MG and 10MG? Which one should I choose?"
š View
ā¬ļø Escalate
ā Resolve
AI Confidence:
96% - Auto-Resolving
Suggested Action:
Send product comparison guide + dosage recommendations
š¤ AI Response Settings
āļø Configure
Auto-Resolution
Automatically resolve simple inquiries
Confidence Threshold
Minimum confidence to auto-resolve (80%)
80%
Escalation Keywords
Refund, angry, lawyer, scam, terrible
Edit
š Support Analytics
š Full Report
Today's Tickets
31 total
AI Resolution Rate
90.3%
Customer Satisfaction
4.8/5 ā
Peak Hours
2-4 PM
Top Issue
Shipping (42%)
š Knowledge Base
š Manage
Product Information
Peptide descriptions, dosages, storage
23 articles
Shipping & Returns
Policies, tracking, refund process
15 articles
Payment & Billing
Payment methods, billing issues
8 articles
+ Add Article
š¬ Communication Tools
š Templates
Email Templates
Pre-written responses
12 templates
Auto-Responses
Instant AI replies
Active
Follow-up Surveys
Customer satisfaction tracking
4.8ā avg
+ Create Template
āļø Business Settings
Complete business configuration and automation preferences
š¢ Business
š§ Email
š Notifications
š Security
š¤ Automation
š³ Billing
š Integrations
āļø Advanced
š¢ Business Information
š¾ Save Changes
Company Name
Contact Email
Phone Number
Website URL
Company Logo
š¼ļø
Click to upload logo
PNG, JPG up to 2MB
Business Hours
9:00 AM
8:00 AM
10:00 AM
5:00 PM
6:00 PM
4:00 PM
Automation respects business hours
š Business Address
United States
Canada
United Kingdom
Australia
š Social Media Links
š
š·
š¦
š¼
š§ Email Configuration
š¾ Save Changes
š¤ From Addresses
Sales:
Support:
Marketing:
āļø Email Tone
Professional
Friendly
Casual
Formal
š Timezone
America/Anchorage (AKST)
America/New_York (EST)
America/Chicago (CST)
America/Denver (MST)
America/Los_Angeles (PST)
UTC
š Email Signatures
Sales Team Signature
Support Team Signature
āļø Email Limits
Max emails per customer/day:
3
2
4
5
Unsubscribe handling:
One-click unsubscribe
Preference center
Both options
š Notification Preferences
š¾ Save Changes
š± SMS Alerts
Receive SMS for urgent issues and system failures
High-priority support tickets
System failures and downtime
New customer signups
š§ Email Notifications
Daily summary reports
Weekly analytics digest
Monthly performance report
š¬ Team Integrations
Slack Integration
š Connect
Send notifications to your team Slack channel
Discord Integration
š Connect
Send notifications to your Discord server
š Custom Webhooks
Send JSON payload to your custom endpoint
+ Add Webhook
š Security & Access
š¾ Save Changes
š Two-Factor Authentication
Status:
ā Disabled
š Enable 2FA
Add an extra layer of security to your account with authenticator apps
šļø API Key Management
Production API Key
š Regenerate
šļø Revoke
ca_live_7k2...***...x9z
+ Create New API Key
ā° Session Settings
Session timeout:
30 minutes
1 hour
2 hours
Never
š IP Address Restrictions
Restrict access to specific IP addresses
+ Add IP Address
š„ User Permissions
Dane Connick (Owner)
Full access to all features
ADMIN
+ Invite Team Member
š Activity Log
⢠Login from 192.168.1.100 - 2 hours ago
⢠API key regenerated - 1 day ago
⢠Settings updated - 3 days ago
View Full Log
š¤ Automation Preferences
š¾ Save Changes
š§ Email Campaign Controls
Enable abandoned cart recovery
Enable post-purchase follow-ups
Enable reorder campaigns
Enable AI customer support
ā° Send Time Windows
Start time:
8:00 AM
9:00 AM
10:00 AM
End time:
8:00 PM
7:00 PM
9:00 PM
š Working Days
Mon
Tue
Wed
Thu
Fri
Sat
Sun
šÆ Customer Segmentation
VIP threshold:
$ lifetime value
Inactive after:
days no purchase
š¤ AI Confidence Thresholds
Customer Support:
80%
Email Generation:
90%
šØ Escalation Rules
Auto-escalate VIP customer issues
Escalate on refund keywords
Escalate after 3 failed AI responses
š³ Billing & Subscription
š³ Manage Payment
ā Cancel Plan
š Current Plan
Professional Plan
$997/month
ACTIVE
Next billing: February 27, 2026
Auto-renew: Enabled
ā¬ļø Upgrade
š Change Cycle
š Usage This Month
Emails Sent
2,847
of 10,000
Customers Managed
1,247
unlimited
Support Tickets
156
unlimited
š³ Payment Methods
VISA
ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ ā¢ā¢ā¢ā¢ 8697
Edit
Remove
Expires 12/2027 ⢠Primary payment method
+ Add Payment Method
š Billing History
Feb 1, 2026
Professional Plan
$997.00
š Invoice
Jan 1, 2026
Professional Plan
$997.00
š Invoice
Dec 1, 2025
Starter Plan
$497.00
š Invoice
š Plan Upgrades
Enterprise Plan
$1,997/month
ā¬ļø Upgrade
⢠Unlimited everything
⢠White-label options
⢠Dedicated account manager
⢠24/7 priority support
š Integration Management
š Refresh All
š E-commerce Platforms
SHOPIFY
Connected
āļø Configure
š Disconnect
Last sync: 2 minutes ago ⢠847 orders ⢠1,247 customers
SQUARE
Available
š Connect
Point of Sale + Online payments
WOO
Available
š Connect
WordPress e-commerce
š§ Email Services
MS
MailerSend Connected
āļø Configure
2,341 emails sent this month ⢠89.3% delivery rate
SG
SendGrid Available
š Connect
Industry leader with 99%+ delivery rates
š§ API Credentials
Shopify Store URL
your-store.myshopify.com
API Access Token
shpat_***...***abc123
Webhook Endpoint
https://connickautomation.com/webhooks/shopify
š Regenerate Webhook
š Third-Party Apps
ZAPIER
Available
š Connect
Connect to 5,000+ apps
MAKE
Available
š Connect
Advanced automation platform
š Webhook Activity
⢠Order created webhook - 2 min ago ā
⢠Customer updated webhook - 5 min ago ā
⢠Payment processed webhook - 8 min ago ā
⢠Order fulfilled webhook - 12 min ago ā
⢠Customer created webhook - 15 min ago ā
š View Full Logs
āļø Advanced Settings
ā ļø Danger Zone
š Custom Fields
Customer Segment
(VIP, Regular, New)
Edit
Referral Source
(Google, Facebook, Direct)
Edit
+ Add Custom Field
šļø Data Retention
Customer data:
Keep forever
5 years
7 years
Email logs:
1 year
2 years
Keep forever
Support tickets:
2 years
3 years
Keep forever
šØ White-Label Options
Remove Connick Automation branding
Custom Logo URL
ā ļø Available on Enterprise plan only
š¾ Export/Import
š¤ Export Customers (CSV)
š¤ Export Orders (CSV)
š¤ Export Settings (JSON)
š„ Import Settings
šØ Custom CSS
Custom Email Styling
Apply custom styling to all outgoing emails
š§ Developer Options
Enable debug mode
Log all API calls
Sandbox mode (test emails)
š View API Logs
ā ļø Danger Zone
These actions are permanent and cannot be undone. Please proceed with caution.
Delete All Customer Data
Permanently remove all customer information
Delete All
Reset All Settings
Restore all settings to default values
Reset Settings
Delete Account
Permanently delete your account and all data
Delete Account
Billing & Subscription
Manage your subscription and payment information
Professional Plan
$997
/month
ā Complete email automation suite
ā Full operations automation
ā Marketing automation
ā Business intelligence dashboard
ā Monthly strategy consultation
Manage Subscription
Setup Process
1
Connect Store
5 minutes - Connect your Shopify, Square, or other platform
2
Configure Automation
15 minutes - Set up email flows and AI responses
3
Go Live
Same day - Your automation starts running immediately
4
Results
Week 1 - See increased sales and reduced workload