What is the Loyalty sequence - part 1 recipe and how can you use it

It is time to start rewarding your loyal customers or to qualify preferred customers with special campaigns. This recipe gives you the power to transform your Custom Fields into tools for customer qualification.

For example, this recipe can increase the value of a custom field each time someone places an order on your website, essentially counting the number of purchases made by each customer. When a specific value is reached, 
the second part of this two-part recipe is triggered to deliver the actual content that matches the customer journey.

If you have already found the Loyalty recipe among
the available Recipes and know how recipes are laid out, then let's go right ahead and see what the first part of this two-part recipe constitutes of:

A. Overviewloyalty_sequence_recipe_1rst_part_1.png

The trigger (1) for this type of automation is called When someone purchases any product and, as its name implies, it fires up the automation when a customer purchases any product on your website. Following the trigger is the Then increase / decrease custom field value action step (2), which will change a custom field value each time a purchase is made by the customer.

B. Changing the Recipe 
If you are 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.loyalty_sequence_recipe_1rst_part_2.png


C. Using the Recipe

A recipe cannot be activated as it is. You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation workflow. The Loyalty sequence - part 1 recipe only requires the following tweaks:

1. Click on the When someone purchases any product trigger.


2. Set the appropriate trigger options from the available fields.loyalty_sequence_recipe_1rst_part_3.png

This specific trigger has two parameters that you will need to set. You will have to define whether your automation will be triggered once or every time a purchase is made and the website where the purchase will take place in order to trigger your automation. Click on the Save button when you are done.


3. Click on the Then increase / decrease custom field value step.


4. Select which custom field's value will be increased with every purchase, from the drop-down menu.loyalty_sequence_recipe_1rst_part_4.png

Remember that on the final field you have to select if the member will be created, in case it does not already exist in that email list.

You have three options: 

  • Yes - Create the member if it does not exist
  • Yes - Create the member if it does not exist as verified, I have consent from an external source
  • No - Do not create a new member

5. Don't forget to activate your automation by toggling the switch to Active.


This type of recipe requires that you connect your website to your account so that your automation workflows know when a customer makes a purchase on your website. To complete the Loyalty sequence you must create an automation workflow using the second part of the recipe.