Email Atomation Evvery 6 Months

[gentlemoose]

We have a product 6-Pack of soap and deodorant we sell online and we want to set up an email reminder to let customers know it's time to re-order another 6-Pack. How do I set that up in shopify email? I think I did it but I'm not sure it's going to work. I want to wait 5 months after they purchase these specific products and then send a remin email to them.

Thanks.

[PaulMartin]

How about adding a customer metafields (let's call this LRemind and LBought). Then this metafield contains the date at which they got last reminded and last bought that 6-pack product. Then an automation runs everyday at 12AM to look at every customer's LBought, checks it if it more than 6 months ago, then if so, check again if it hasn't been reminded in the past week, then if it's all green, send that customer the reminder email. Just an idea.

Or you could use tags. You have a customer tag containing the date at which they last got reminded, then do an everyday automation to get those customers who got the tag that are to be reminded today, then send them the reminder. An automation that would partner this would be an automation that listens for orders, checks if they bought that 6 pack, update the customer tag to the reminder date which is 6 months.

May I ask, what's your current setup like? You mentioned that you have an automation setup but you're unsure if it works or not.

[gentlemoose]

Good suggestions I think. I am still very new to setting up the My automation looks like the pic attached.

[PaulMartin]

I see. There are quite a few holes that needs fixing.

Like, what if the customer places another 6-pack order, 3 months before they get reminded? They'll still be reminded on the 6th-month mark even though they already bought another pack 3 months ago.

Then, what if the customer places an order for 6-pack soap today and places another order of 6-pack deo 3 days after? The automation won't load for the deo part because of the condition "This is the first order made by the customer"

I also don't think that Shopify allows you to have a lot of automations waiting at the same time. I'm not sure what that limit is, but they did mention it:

So, if you have 100 people who bought your product, there's also going to be 100 waiting automations to be completed. Which I don't think Shopify allows you to do.

Just my thoughts on it so far 🙂

[Aidan_S]

Hi @gentlemoose !

One way you can go about this is by creating a new metafield to capture the date a customer purchases a 6-pack and using Flow to set that value. Then, you can create a segment that customers will join 5 months after that date. Lastly, you can create an automation that sends an email when a customer joins that segment.

First, create a new metafield to capture the date a customer first purchases a 6-pack (learn about metafields) :

• Make sure the metafield type is "Date and time."

Then, you can create a workflow in the Flow app to populate this metafield:

 

• This is triggered when an order is paid, checks if this is the customer's first order, checks if the product type includes "6 pack," and then populates the "6_pack_purchase_date" metafield with the order creation date.

Next, you can build a segment :

 

• Customers will join this segment 5 months after the date stored in the metafield (which is the date when a 6-pack order was created).

Lastly, you can build a marketing automation workflow that sends an email when customers join this segment (learn more about segment join triggers) :

Together, this should send a resupply reminder 5 months after first-time customers purchase a 6-pack. To prevent customers who have recently purchased deodorant from receiving this email, you can create an additional workflow that is triggered by an order, checks if that order includes deodorant, and changes the metafield value.

Hope this helps!