Solved

How can I ensure a customer isn't receiving too many automated emails?

kiwicornerdairy
Tourist
9 0 1

I have set up a welcome series and abandoned cart series but do not want to send too many emails at once.

In my abandoned cart automation how would I check if customer is currently receiving welcome series automation?

Accepted Solutions (2)

Cenorite
Visitor
1 1 1

This is an accepted solution.

To check if a customer is currently receiving the welcome series automation before sending them the abandoned cart series in Shopify, you can follow these steps:

  1. Create a customer tag or a customer metafield to track the customer's status in the automation series. This will help you identify if they are in the welcome series or have completed it.

  2. When a customer enters the welcome series, assign the specific tag or update the customer's metafield to indicate that they are currently in the welcome series.

  3. Before triggering the abandoned cart series, check if the customer has the tag or the specific value in the metafield that signifies they are in the welcome series. If they do, delay sending the abandoned cart emails until they complete the welcome series or a specified period has passed.

  4. Once the customer completes the welcome series or the specified period has elapsed, remove the tag or update the customer's metafield to indicate that they are no longer in the welcome series.

  5. Set up your abandoned cart automation to only send emails to customers who don't have the welcome series tag or the specific value in the metafield.

By implementing these steps in Shopify, you can ensure that customers are not overwhelmed with too many emails at once and avoid sending the abandoned cart series to customers who are still in the welcome series automation.

View solution in original post

flareAI
Shopify Partner
2405 223 538

This is an accepted solution.

Hello @kiwicornerdairy,

 

Greetings! I am Gina from the flareAI app helping Shopify merchants get $6Million+ in sales from Google Search, on autopilot.


To ensure that you don't overwhelm your customers with too many emails, you can take a strategic approach when setting up your automated email series in Shopify. Specifically, when configuring your abandoned cart automation, you can check if a customer is currently receiving the welcome series automation before sending them the abandoned cart series emails.


To achieve this, you can utilize customer tags and automation triggers. First, add a specific customer tag, such as "Welcome Series Sent," to customers who enter the welcome series automation. This can be done using Shopify's automation workflow or email marketing apps like Klaviyo. By applying this tag, you can track which customers have already received the welcome series.


Next, configure your abandoned cart automation in your email marketing platform or using Shopify's built-in automation. However, before sending the abandoned cart emails, you'll need to include a condition that checks if the customer has the "Welcome Series Sent" tag.


Within the abandoned cart automation workflow, incorporate a condition to verify if the customer has the "Welcome Series Sent" tag. If the tag is present, you can choose to delay or skip sending the abandoned cart emails to avoid overwhelming the customer with excessive communication.


Additionally, you may consider adjusting the timing of the abandoned cart emails for customers who have the "Welcome Series Sent" tag. By introducing a delay in the first abandoned cart email, you allow the customer sufficient time to receive and engage with the welcome series before receiving additional emails.


To ensure the effectiveness of your automation, it's crucial to test different scenarios and simulate customer journeys. This will help verify that customers who are currently in the welcome series are not receiving the abandoned cart emails. Additionally, closely monitor the reports or analytics provided by your email marketing platform to ensure that the segmentation and tag conditions are functioning as intended.


Regularly review and update your automation workflows based on customer behavior and feedback to optimize their effectiveness. This iterative approach will help you refine your email marketing strategy and deliver a more personalized and relevant experience to your customers.


Please note that the specific implementation may vary depending on the email marketing platform or apps you are using for your automation. Consult the documentation or support resources of your chosen platform for detailed instructions on setting up customer tags and automation workflows.


Hope this helps


Gina

flareAI : Get Sales from Google Search, on Autopilot
$10+ billion in eCommerce on Google Search, every day. Find out how much you are missing

View solution in original post

Replies 4 (4)

Cenorite
Visitor
1 1 1

This is an accepted solution.

To check if a customer is currently receiving the welcome series automation before sending them the abandoned cart series in Shopify, you can follow these steps:

  1. Create a customer tag or a customer metafield to track the customer's status in the automation series. This will help you identify if they are in the welcome series or have completed it.

  2. When a customer enters the welcome series, assign the specific tag or update the customer's metafield to indicate that they are currently in the welcome series.

  3. Before triggering the abandoned cart series, check if the customer has the tag or the specific value in the metafield that signifies they are in the welcome series. If they do, delay sending the abandoned cart emails until they complete the welcome series or a specified period has passed.

  4. Once the customer completes the welcome series or the specified period has elapsed, remove the tag or update the customer's metafield to indicate that they are no longer in the welcome series.

  5. Set up your abandoned cart automation to only send emails to customers who don't have the welcome series tag or the specific value in the metafield.

By implementing these steps in Shopify, you can ensure that customers are not overwhelmed with too many emails at once and avoid sending the abandoned cart series to customers who are still in the welcome series automation.

kiwicornerdairy
Tourist
9 0 1

Thank you.

flareAI
Shopify Partner
2405 223 538

This is an accepted solution.

Hello @kiwicornerdairy,

 

Greetings! I am Gina from the flareAI app helping Shopify merchants get $6Million+ in sales from Google Search, on autopilot.


To ensure that you don't overwhelm your customers with too many emails, you can take a strategic approach when setting up your automated email series in Shopify. Specifically, when configuring your abandoned cart automation, you can check if a customer is currently receiving the welcome series automation before sending them the abandoned cart series emails.


To achieve this, you can utilize customer tags and automation triggers. First, add a specific customer tag, such as "Welcome Series Sent," to customers who enter the welcome series automation. This can be done using Shopify's automation workflow or email marketing apps like Klaviyo. By applying this tag, you can track which customers have already received the welcome series.


Next, configure your abandoned cart automation in your email marketing platform or using Shopify's built-in automation. However, before sending the abandoned cart emails, you'll need to include a condition that checks if the customer has the "Welcome Series Sent" tag.


Within the abandoned cart automation workflow, incorporate a condition to verify if the customer has the "Welcome Series Sent" tag. If the tag is present, you can choose to delay or skip sending the abandoned cart emails to avoid overwhelming the customer with excessive communication.


Additionally, you may consider adjusting the timing of the abandoned cart emails for customers who have the "Welcome Series Sent" tag. By introducing a delay in the first abandoned cart email, you allow the customer sufficient time to receive and engage with the welcome series before receiving additional emails.


To ensure the effectiveness of your automation, it's crucial to test different scenarios and simulate customer journeys. This will help verify that customers who are currently in the welcome series are not receiving the abandoned cart emails. Additionally, closely monitor the reports or analytics provided by your email marketing platform to ensure that the segmentation and tag conditions are functioning as intended.


Regularly review and update your automation workflows based on customer behavior and feedback to optimize their effectiveness. This iterative approach will help you refine your email marketing strategy and deliver a more personalized and relevant experience to your customers.


Please note that the specific implementation may vary depending on the email marketing platform or apps you are using for your automation. Consult the documentation or support resources of your chosen platform for detailed instructions on setting up customer tags and automation workflows.


Hope this helps


Gina

flareAI : Get Sales from Google Search, on Autopilot
$10+ billion in eCommerce on Google Search, every day. Find out how much you are missing
kiwicornerdairy
Tourist
9 0 1

Thanks Gina. Very helpful for this nebie.