Flow: Ensure the automation hasn't been occured for that customer in a period of time.

[BethParma]

Hi!

I'm looking to create an automation to send out Google Review Requests. However, I don't want to bombard people with these requests and annoy them. 

Therefore, I want to limit the automation to running once per month.

I want the flow to look like;

- Order is fullfilled
- Check if customer has 'googlereviewrequest tag (Given to those who have ordered 3+ times, a different automation)
- check that they do not have the tag 'reviewsent' (I'm hoping to add this tag to those who have clicked on the email - bonus points you know how to do this too because i'm not getting any options!)
- make sure they have not received this automation within the last month
- wait 7 days

- send google review request email

- if customer clicked within the email, to tag as 'reviewsent' 

I've attached what I have so far below. 

 
Thanks in advance!

Beth

[paul_n]

I would add a customer metafield that stores the last time they got this automation (you can set it after the email is sent) and then you can check that metafield in the first condition. It won't work for previous times you sent the email unless you backfill the metafield for those customers manually. 

You might also be able to use a segment to do this making use of the metafield, and then either a segment trigger or "look up customer in segment" in Flow.

[paul_n]

Got a tip from marketing automation...you could potentially create a segment based on if they were sent the email or not. keep in mind that the marketing activity ID will be unique to the "Send" action

[BethParma]

Hi, Paul! Thanks so much for your reply, I appreciate your time to try and help me.

I've set up this segment - if I still tag those who clicked within the email as  'review sent', even if they're in that segment, they should still not receive the email again, is that correct? 🙂

[BethParma]

As another issue, I cannot find an option within my 'Check If' flow to check if the customer is within a segment! 

[paul_n]

A "click" is different than if they received the email previously. I would consult segmentation documentation - this isn't my area of expertise. 

Regarding looking up segment membership, it's not an API field but a separate action called "Look up customer in segment". 

[BethParma]

Hello Paul,

Thanks for your help. I managed to set the segment part in the flow up thanks to you, but still struggling with checking if the customer clicked within the email (where the next flow part would be to tag as review sent). I think I've found a workaround with Mailchimp though!

Thanks again, 

Beth