Learn / Automations

How to reward repeat customers automatically

Thank the people who keep coming back with a discount or an offer, and tag them so you can treat them differently from here on.

The workflow

1. 1Tag: "repeat-customer"
2. 2Send email: no campaign chosen yet
3. 3Exit flow

Before you start

The tag matters more than the email. Once repeat customers are tagged you can treat them differently everywhere: exclude them from acquisition offers, include them in early access, and see at a glance how many you have. The discount is the nice part; the segment is the useful part.

You will need: a connected store, one campaign.

How to set it up

1. 1Connect your store and choose the Reward repeat customers template.
2. 2Set the order count on the trigger. Three is a reasonable definition of a regular for most shops.
3. 3Leave the tag step first. If the send fails the tag is still applied, so the segment stays right.
4. 4Assign the thank-you campaign. Make the offer specific rather than a generic percentage.
5. 5Activate.

What goes wrong

• Setting the threshold at two orders. Two can be a replacement or a second size of the same thing, and a loyalty email after it reads as automated flattery.
• Sending only a discount. A customer who already buys regularly is being given money off something they were going to buy anyway, which costs margin and earns nothing.