What is the Loyalty sequence - part 2 recipe and how can you use it

After setting up Loyalty sequence – part 1 you will have to set up the second part of the recipe to complete this powerful combination of automation workflows. By their usage, you will be able to create a loyalty program, rewarding customers or transforming leads to prospects.

Whenever you want to trigger a marketing automation workflow based on important customer-related events (specific number of purchases reached, specific number of link clicks made, specific number of campaigns opened, specific value of subscription, etc.) you can easily employ these two workflows. 

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_2nd_part_1.png

The trigger (1) for this type of automation is called When a custom field value is changed to a specific value and, as its name implies, it fires up your automation when the value of one of your Custom Fields reaches a specific value that you designate. Following the trigger is the Wait a specific time interval control step (2), which helps you create an interval between the time the custom field value is changed (essentially when your automation is triggered), and when an email campaign is sent out to the customer, based on the Then send email campaign action step (3).

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_2nd_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 2 recipe only requires the following tweaks:

1. Click on the When a custom field value is changed to a specific value trigger.


2. Set the two remaining custom field options, using the available fields.loyalty_sequence_recipe_2nd_part_3.png

All that is required on this type of trigger is to define the name of the custom field whose value needs to be changed in order to trigger your automation. The associated mailing list is indicated in brackets. You will also need to define the actual value to which the custom field needs to be changed, to trigger your automation. Fill in the appropriate value, based on the type of the custom field (numeric value, case sensitive text value, single-select drop-down, true or false checkbox). Click on the Save button when you're done.

3. Click on the Wait a specific time interval step.


4. Set the required time value and measurement unit, on the available fields.loyalty_sequence_recipe_2nd_part_4.png

Click on the Save button when you are done.

5. Click on the Then send email campaign step.


6. Select the appropriate campaign options from the available drop-down menus.loyalty_sequence_recipe_2nd_part_5.png

This type of action requires that you define a Subject line, the "From" name, the Content as well as set an optional Emails per day cap so that a customer won't get more emails than you would want on the same day. Click on Save when you are done.


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

Remember, that the first part of this two-part recipe requires that you connect your website to your account so that your automation workflows know every time a customer makes a purchase on your website, and that both parts need to be completed in order for this automation to work properly.