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How to set up customer inactivity reminders in my workflow?

dezzier
New Member
12 0 0

I tried doing it myself but am so lost. How do I create a flow to notify me when a customer has not ordered in 30 days?

Accepted Solution (1)
paul_n
Shopify Staff
1072 137 254

This is an accepted solution.

  • Order created
  • If at least one order.customer.tag includes "wholesale"
  • wait 30 days
  • get order data (customer_id:{{order.customer.legacyResourceId}} AND created_at:>='{{ "now" | date_minus:"30 days" }}')
  • if count(get order data) = 0
  • Send email
Paul_N | Flow Product Manager @ Shopify
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Replies 15 (15)

paul_n
Shopify Staff
1072 137 254

It's not clear what you want. You want a notification for each customer? Or a notification that includes all customers that haven't placed an order in more than 30 days. Or something else? 

Paul_N | Flow Product Manager @ Shopify
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dezzier
New Member
12 0 0
Hello! Thank you for the reply. I want an email if a customer tagged with “wholesale” hasn’t ordered in 30 days since their last order. Can you help?
paul_n
Shopify Staff
1072 137 254

You didn't answer all of the questions, so not yet. Do you want just a single email per customer that goes over 30 days? Or group them together? 

Paul_N | Flow Product Manager @ Shopify
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dezzier
New Member
12 0 0

I think I want to try each customer for now

paul_n
Shopify Staff
1072 137 254

This is an accepted solution.

  • Order created
  • If at least one order.customer.tag includes "wholesale"
  • wait 30 days
  • get order data (customer_id:{{order.customer.legacyResourceId}} AND created_at:>='{{ "now" | date_minus:"30 days" }}')
  • if count(get order data) = 0
  • Send email
Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
dezzier
New Member
12 0 0

please let me know if I did it correctly 🙂

dezzier
New Member
12 0 0

Is this correct? Screenshot 2023-10-06 093232.png

Screenshot 2023-10-06 0932322.png

Screenshot 2023-10-06 1001471.png

paul_n
Shopify Staff
1072 137 254

You cannot count in a Get data step. There is a separate action called Count

Paul_N | Flow Product Manager @ Shopify
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- Need Flow help? Check out our help docs.
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dezzier
New Member
12 0 0

Fixed, Is this correct now?

e.png

paul_n
Shopify Staff
1072 137 254

I would test this...you can put the wait step to 1s. 

 

One thing to watch out for - 30 days might after the order that triggered the workflow. You may want to use 31 days in the query instead. Or you could look for >=2.

 

Also, I would change that get action to return a max of 2 items, since you don't need all 10 

Paul_N | Flow Product Manager @ Shopify
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- Need Flow help? Check out our help docs.
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dezzier
New Member
12 0 0

I really apricate the help. I set the wait time to one min, The flow waits the one min and then errors without checking for a tag

c.png

 

paul_n
Shopify Staff
1072 137 254

Something in a step after the wait step is misconfigured/invalid. It's hard to say which without seeing the step configuration details for each

Paul_N | Flow Product Manager @ Shopify
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- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
dezzier
New Member
12 0 0

It WORKED! Thank you so much, this will make my life so much easier.

4.png

Not applicable

Hi Dezzier! I'm Alejo, from Shopify Support.

 

yes, this is possible. you may consider creating a flow that will be executed every 30 days after an order is placed, like this: (This is an example, and needs to be tested to work properly)

Not applicable

Update: You mentioned that you want to update it for customers tagged as "wholesale", for that, you may add a condition to check the tag: