This recipe is best suited for companies that 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. If your product comes with an expiry date, or in case you sell annual contracts, make sure your customers get a reminder when the time is due.
If you have 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:
A. Overview
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
If you are already familiar with how to use Action steps and 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 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 Repeat purchases reminder recipe only requires the following tweaks:
1. Click on the When a specific day is reached trigger.
2. Define the trigger options using the available drop-down menus.
Click on the Save button when you are done.
3. Click on the Wait a specific time interval.
4. Set the required time value and measurement unit, on the available fields.
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.
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.