This recipe is best suited for companies which follow a recurring revenue business model as it reminds customers to place a recurring order, pay their subscription or replenish products. It can prove to be extremely helpful to any B2B or B2C product or service business, by making sure that their customers never miss a recurring order date.
Use this recipe to help your subscribers refill their stash, replenish their stock, top up their account or renew their monthly subscription. Does your product come with an expiry date? Do you sell annual contracts? Make sure your customers get a nudge when the time is due.
If you've already found the Repeat purchases reminder recipe among the available recipes, and know how recipes are laid out, then let's go right ahead and see the ingredients of this recipe:
The trigger (1) for this type of automation is called When a specific day is reached and, as its name implies, it fires up the automation when a specific date is reached. The Wait a specific time interval control step (2) provides an interval between the triggering of the automation and when an email campaign, as defined by the Then send email campaign action step (3), is dispatched.
B. Changing the Recipe
Are you already familiar with how to use Action steps and how to use Conditional / Control steps? You can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.
You can also save your changes as a custom recipe, and use it at your leisure.
C. Using the Recipe
A recipe cannot be activated as is! You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation. The Re-engagement email based on weather recipe requires the following tweaks:
1. Click on the Wait a specific time interval.
2. Set the required time value and measurement unit, on the available fields.
Click on the Save button when you're done.
3. Click on the Then send email campaign step.
4. Select the appropriate campaign options from the available drop-down menus.
This type of action requires that you define a Subject, the Sender, the Content as well as set an optional Emails Per Day Cap so that a customer won't get more emails than you'd want on the same day. Click on the Save button when you're done.
5. Don't forget to activate your automation by clicking on the ACTIVE toggle.