How to limit automation to one-time use per customer?

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How to limit automation to one-time use per customer?

subtone
Shopify Partner
16 2 3

I have an automation which sends a discount code to the customer after 90 days of inactivity since the last order. This works fine.


My problem is that the same code is sent again and again to the same customer after another 90 days period without an order. How can I restrict a flow/automation so that it only sends the discount code to the customer once? A pointer in the right direction would be very much appreciated.

Accepted Solution (1)
paul_n
Shopify Staff
1167 143 275

This is an accepted solution.

Those aren't conditions but fields. 

 

An order has a customer which has those tags. So you need to check order / customer / tags

Paul_N | Flow Product Manager @ Shopify
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Replies 17 (17)

JoesIdeas
Shopify Partner
2322 211 616

What if you tagged the customer after that email gets sent, and then make a condition for sending the email, only if customer does not have that tag?

• Creator of Order Automator (automate tagging, fulfillment, Amazon, notifications + more)
• Shopify developer for 10+ years, store owner for 7 years
• I also make guides like Shopify Automation Tips and How to Figure Out Why You're Not Getting Sales
subtone
Shopify Partner
16 2 3

That sounds like a great idea @JoesIdeas . I actually already tried to add a tag to the customer:

subtone_0-1684334620536.png

But I don't seem to be able to add a condition to check for these tags?

 

 

paul_n
Shopify Staff
1167 143 275

Why can't you add a condition?

Paul_N | Flow Product Manager @ Shopify
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subtone
Shopify Partner
16 2 3

@paul_n these are the conditions I can choose of:

subtone_0-1684335149173.png

Maybe I am searching in the wrong place? Is there a difference in the variables available in Marketing automations vs. the Flow app?

paul_n
Shopify Staff
1167 143 275

This is an accepted solution.

Those aren't conditions but fields. 

 

An order has a customer which has those tags. So you need to check order / customer / tags

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.
subtone
Shopify Partner
16 2 3

Aaaah, I wasn't aware that I need to access the customer attributes via the order object. Makes total sense. Thanks for your help, @paul_n 

Mary_Spinelli
Excursionist
19 0 12

I would love to know how this got resolved. I am having the same problem. But I don't understand the solution. Did this actually get resolved? If so, how?

 

paul_n
Shopify Staff
1167 143 275

I think you need to say which problem you are having, not just "same problem", as I'm not sure where you are stuck

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.
Mary_Spinelli
Excursionist
19 0 12

Paul, it is literally the same exact problem as described by the op.

 

"

I have an automation which sends a discount code to the customer after 90 days of inactivity since the last order. This works fine.


My problem is that the same code is sent again and again to the same customer after another 90 days period without an order. How can I restrict a flow/automation so that it only sends the discount code to the customer once? A pointer in the right direction would be very much appreciated."

Michael1987
Tourist
10 0 3

Hi,

 

i couldnt check for Tags correct here. 

customers have no tags - automation continues

customers have ANY Tag - automation cancelled

 

It should only continues when the Tag  retarget90 is added to customer. Better would be 180 days

 

Michael1987_0-1707907603788.png 

Michael1987_2-1707908220411.png

 

 

Michael1987_1-1707907709484.png

 

 

paul_n
Shopify Staff
1167 143 275

You are using a double-negative, which is pretty much never the correct approach, and also very confusing to understand. You want to use "None of order / customer / tags IS EQUAL TO retarget90"

Paul_N | Flow Product Manager @ Shopify
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Michael1987
Tourist
10 0 3

Hi, thanks!

But is the preview the false? If i set up like you said it looks like this:

Michael1987_0-1708010153385.png

This is completely confusing....

paul_n
Shopify Staff
1167 143 275

Do you put in your own description into that task?

Paul_N | Flow Product Manager @ Shopify
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Michael1987
Tourist
10 0 3

No, its the automatic description 

paul_n
Shopify Staff
1167 143 275

In your workflow image above it says "does not equal", so I think this image is from after you changed it

Paul_N | Flow Product Manager @ Shopify
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Michael1987
Tourist
10 0 3

Maybe you can also explain why this condition was set to true?

Michael1987_1-1708010526641.png

 

Thanks 😉

paul_n
Shopify Staff
1167 143 275

There are no customer tags.

 

When you run "None" on a list that is empty, you get true, because none of the items could match. 

 

This is useful a way to check if a tag doesn't exit. The problem with "is not equal to" is that if there are 2 tags ("tag1", "tag2") it will always be true, which then makes the other "None" is always false. 

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.