We have gathered several ideas for different types of order automations to create and use. We hope this will inspire you! To learn more about order automation and how to build them, click here.
Encourage customers re-order
Encourage customers to re-order by reaching out to those who have not placed a new order within a specified period after their latest purchase.
For example, send a "we miss you" email, or a great offer to all customers who have not re-ordered within 6 months of their last purchase.
How to create:
Create an order automation.
Choose "Some time after their order" and specify the sending time, for example, 6 months after.
Based on the information you are sending, choose the correct communication type. If Marketing, select one or multiple subscription types.
In the filter, select the smart filter "Have not re-ordered." Customers who have re-ordered within the specified period of time of their latest purchase will now be excluded from receiving this email.
You can also select the smart filter "Have no upcoming event" or "Have no upcoming booking" to exclude customers with upcoming events or bookings.
Change "Match all" to "Match any", to set an OR between the blocks.
Design your email or SMS and send the customer a message encouraging them to re-order.
To set the automation to send only one email per contact, for example, if including an offer used once per contact, change the re-enrollment rule to "Do not allow re-enrollment."
If you want the contact to receive the message more than once, skip this step.
When done, start the automation, and all customers who have not re-ordered within 6 months of the latest purchase will receive the communication.
Encourage customers re-order - Specified order
Encourage customers to re-order a specific item by reaching out to those who have made a purchase but have not re-ordered it within a specified period after their latest purchase.
For example, remind all customers who have purchased a season ticket or ticket bundle to renew their order 11 months after their last season ticket order was made.
How to create:
Create an order automation.
Choose "Some time after their order" and specify the sending time, for example, 11 months after.
Based on the information you are sending, choose the correct communication type. If Marketing, select one or multiple subscription types.
In the filter, select which customers to include to receive the communication.
Select the smart filter "Item in their order" and then select the order type: Booking, Event ticket, Product, or Ticket Bundle. Specify the order more by clicking on "X of any kind" and selecting what should be included in it.
To exclude customers who have already made an order, select the smart filter "Have not re-ordered." To specify the type of order, click on "Add order filter".
You can also select the smart filter "Have no upcoming event" or "Have no upcoming booking" to exclude customers with upcoming events or bookings.
Change "Match all" to "Match any", to set an OR between the blocks.
Design your email or SMS and send the customer a message encouraging them to re-order.
To set the automation to send only one email per contact, for example, if including an offer used once per contact, change the re-enrollment rule to "Do not allow re-enrollment."
If you want the contact to receive the message more than once, skip this step.
When done, start the automation, and all customers who have not re-ordered within 180 days of the latest purchase will receive the communication.
Communicate after the order is made
Send communication to customers as soon as possible after the order has been made, to give them information, encourage them to upsell or more.
How to create:
Create an order automation.
Choose "As soon as possible" as the sending time.
Based on the information you are sending, choose the correct communication type. If Marketing, select one or multiple subscription types.
If the communication should reach all contacts who place any type of order, skip the "Add a filter" block.
To specify the order, select the smart filter "Item in their order" and then select the order type: Booking, Event ticket, Product, or Ticket Bundle. Specify the order more by clicking on "X of any kind" and selecting what should be included in it.
Design your email or SMS.
After setting up, start the automation. Customers with new orders matching your trigger will receive the information. You can choose to include customers who ordered in the last 7 days or not.
Upsell after the order has been made
Send communication to customers as soon as possible after the order has been made to encourage them to upsell of certain products.
For example, communicate with all customers who have booked a hotel but not a ski pass.
How to create:
Create an order automation.
Choose "As soon as possible" as the sending time.
Based on the information you are sending, choose the correct communication type. If Marketing, select one or multiple subscription types.
Specify the item the order shall contain by selecting the smart filter "Item in their order" and then selecting the order type: Booking, Event ticket, Product, or Ticket Bundle. You specify the order more by clicking on "X of any kind" and selecting what should be included in it.
To specify an item that should not be included in the order, select the smart filter "Item not in their order" and then choose the order type: Booking, Event ticket, Product, or Ticket Bundle. To specify the item further, click on "Add order filter" and select the item.
Design your email or SMS.
After setting up, start the automation. Customers with new orders matching your trigger will receive the information. You can choose to include customers who ordered in the last 7 days or not.