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Automations recipes (use cases)

Still not sure how or when would you use our automations feature or feeling uncertain of its potential?


Recipe #1 Sending SMS to new customers of a certain product

Give a warm and more personal welcome to new subscribers by sending a text message. 

Ingredients

  • Trigger: Subscription created
  • Action: Send SMS (make sure first to configure your Twilio app)
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur.
  • Action's Data: Write down the message (you can even use tags!)
  • Conditions: Product (key) + equals to (operator) + choose your product (value)

Bon appétit


Recipe #2 Applying a coupon to a customer after X number of orders

A special "thank you" in the form of a discount for loyal customers. 

Ingredients

  • Trigger: Order created
  • Action: Apply coupon (make sure to previously create one according to this procedure)
  • Action's Data: Choose your coupon
  • Conditions: Subscription order count (key) + equals to (operator) + define number of orders (value)

Bon appétit


Recipe #3 Sending an email when the lifetime value of a customer exceeds X threshold

Get in touch when your store become the favorite one of a particular customer!

Ingredients

  • Trigger: Order created
  • Action: Send email
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)
  • Conditions: Lifetime value of customer (key) + greater than (operator) + establish a threshold for money spent on your store (value)

Bon appétit


Recipe #4 Targeting one-time buyers

Why not emailing those customers who already bought from you but weren't ready to commit to a subscription? Perhaps you can include an incentive

Ingredients

  • Trigger: Order created
  • Action: Send email
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)
  • Conditions: Product (key) + equals to (operator) + select your one time product (value)

Bon appétit


Recipe #5 Sending SMS to customers whose subscription was canceled due to involuntary churn

If the dunning tool moved a subscription into this status, you could quickly send a text message to the customer to increase the chances of reactivating the plan. 

Ingredients

  • Trigger: Subscription cancelled due to involuntary churn
  • Action: Send SMS (make sure first to configure your Twilio app)
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)
  • Conditions: Product (key) + equals to (operator) + add each of your products (value)

Bon appétit


Recipe #6 Tagging customers after choosing to skip to specific products

Be proactive and keep an eye on those customers who, for whatever reasons, decided to pause their subscription, so you can take care of them in the future. But maybe, there is only one product which you don't want this rule to be effective. 

Ingredients

  • Trigger: Subscription skipped
  • Action: Tag customer (create a tag as explained here)
  • Action's Data: Choose a tag
  • Conditions: Product (key) + not equals to (operator) + select product (value)

Bon appétit


Recipe #7 Email specific customers who canceled their subscription 

Try to reactivate subscriptions by emailing customers with a determined purchase behavior after a certain period of time.

Ingredients

  • Trigger: Subscription cancelled
  • Action: Send email
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)
  • Conditions: 1) Lifetime value of customer (key) + greater than or equals to (operator) + establish a minimum of money spent on your store (value) / 2) Subscription order count (key) + less than or equals to (operator) + define a minimum of orders (value)

Bon appétit


Recipe #8 Set subscriptions from a particular product to auto-cancel after X cycles/orders

Want to promote subscriptions which will only last for a certain number of cycles/orders? There's no need to bother your customers asking to remember to cancel

Ingredients

  • Trigger: Subscription created
  • Action: Cancel subscription
  • Conditions: 1) Product (key) + equals to (operator) + choose your product (value) / 2) Subscription order count (key) + equals to (operator) + define number of orders (value)

Bon appétit


Recipe #9 Create a special order for loyal customers

Spoil customers who have been subscribed for a certain period of time by shipping them a little extra something. You could also think of it as a free sample of another of your products... Who knows? They may even subscribe to a second box!

Ingredients

  • Trigger: Subscription created
  • Action: Order create
  • ​Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • ​​Action's Data: Choose your product (the one that should generate the order)
  • Conditions: Subscription order count (key) + greater than or equals to (operator) + define number of orders (value)

Bon appétit


Recipe #10 Retry renewal during the same day

If our current dunning tool doesn't fit your needs, you can set your own custom dunning and re-attempt any failed payment in a matter of hours.

Ingredients

  • Trigger: Renewal failed
  • Action: Retry renewal
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Conditions: Product (key) + equals to (operator) + add each of your products (value)

Bon appétit


Recipe #11 Create a custom cut-off logic for adhoc billing cycles

Make sure all your customers get re-billed on the same day when on an adhoc basis to better organize your fulfillment

Ingredients

  • Trigger: Subscription created
  • Action: Change renewal date
  • Action's Data: Choose if renewal must take place after X days/weeks/months and on what weekday or day of the month should occur 
  • Conditions: Product (key) + equals to (operator) + choose your product (value)

Bon appétit

Move renewal date back field stands for the period in which the action must be performed, considering 0 as the current period. Each higher value represents one more period.


Recipe #12 Tagging customers from a determined country

Easily classify customers based on location for further analysis and management. 

Ingredients

  • Trigger: Subscription created
  • Action: Tag customer (create a tag as explained here)
  • Action's Data: Choose a tag
  • Conditions: Shipping country (key) + equals to (operator) + add countries from the list (value)

Bon appétit


Recipe #13 Email customers who opened a dispute

Communicate immediately with customers who did not recognize a charge from your store and reported it to their banks before the issue scales up. 

Ingredients

  • Trigger: Dispute created
  • Action: Send email
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)
  • Conditions: None

Bon appétit


Recipe #14 Add a different SKU for trial than the one used in the subscription

Use different SKUs for a subscription product and automatically assign them depending if it is on trial or regular subscription
This recipe will require two actions and that the subscription product does not have any SKU assigned, as it will be assigned automatically.

1st action ingredients

  • Trigger: Order created
  • Action: Add inventory item
  • Action’s data: Choose the SKU corresponding to the trial product
  • Conditions:

1) Successful shipments count (key) + is equal to (operator) + 0 (value)

2) Product (key) + is equal to (operator) + product name (value)

2nd action ingredients

  • Trigger: Order created
  • Action: Add inventory item
  • Action’s data: Choose the SKU corresponding to the subscription product
  • Conditions:

1) Successful shipments count (key) + is equal to (operator) + 0 (value)

2) Product (key) +is equal to (operator) + product name (value)

Bon appétit 


Recipe #15 Upsell higher priced plans to new subscribers through SMS messages

You can use automations to offer the higher priced plans through SMS messages by letting customers know they can switch to a different plan from the customer portal. You could add the customer portal URL to the body of the message.

Ingredients

  • Trigger: Purchase complete
  • Action: Send SMS (make sure to configure your Twilio app first)
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur.
  • Action's Data: Write down the message (you can even use tags!)
  • Conditions:

1) Purchase type (key) + is equal to (operator) + Purchase completed (value)

2) Product (key) +is equal to (operator) + product name (value)

Bon appétit 


Recipe #16 Apply a coupon when the lifetime value of a customer exceeds $X

Increase your customer’s lifetime value (LTV) by automatically applying coupons after a certain number of renewals.

Ingredients

  • Trigger: Renewal success
  • Action: Apply coupon
  • Action's Data: Select coupon (create a coupon as explained here)
  • Conditions: 

1) Lifetime value of customer (key) + greater than (operator) + establish a threshold for money spent on your store (value)

2) Product (key) +is equal to (operator) + product name (value)

Bon appétit 


Recipe #17 Have cut-off dates before renewal dates on weekly Adhoc subscriptions.

The following example is for weekly billing terms in which customers subscribing on Wednesdays and before, their renewal date will be pushed for next week Thursday and customers subscribing after Wednesday, renewal date will be pushed for Thursday in 2 weeks after the subscription is created.

With the previous example, Wednesday will work as a cut-off date and Thursday as the billing date, if you want to make it work bi-weekly and monthly, increase the number of weeks of the actions for 2, 3 and 4, 5 respectively.

Please note that the renewal dates will be changed on the 2nd order and you would need to handle the first order as a regular Adhoc subscription.

1st action ingredients

  • Trigger: Subscription created
  • Action: Change renewal date
  • Action's Data: Choose if renewal must take place after X weeks and on what weekday or date of the month should occur 
  • Conditions: 

1) Occurred at (key) + day of the week is before (operator) + choose day of the week (value)

2) Product (key) + equals to (operator) + choose your product (value)

2nd action ingredients

  • Trigger: Subscription created
  • Action: Change renewal date
  • Action's Data: Choose if renewal must take place after X weeks and on what weekday or day of the month should occur 
  • Conditions: 

1) Occurred at (key) + day of the week is after (operator) + choose day of the week (value)

2) Product (key) + equals to (operator) + choose your product (value)

Bon appétit


Recipe #18 Tag customers and apply credit balance when the lifetime value of a customer reaches X threshold

Tag customers so you can know which customers to apply credit balance to reward their loyalty after their lifetime value (LTV) reaches a certain amount.

Ingredients

  • Trigger: Order created
  • Action: Tag customer (create a tag as explained here)
  • Action's Data: Choose a tag
  • Conditions: Lifetime value of customer (key) + greater than (operator) + establish a threshold for money spent on your store (value)

Bon appétit


Recipe #19 Add a different SKU for each subscription plan.

Use different SKUs for a subscription product and automatically assign them depending on the plan selected by the customer.
This recipe requires that the subscription product does not have any SKU assigned, as it will be assigned automatically. An action for each subscription plan needs to be created.

Ingredients

  • Trigger: Order created
  • Action: Add inventory item
  • Action’s data: Choose the SKU corresponding to the plan.
  • Condition: Product (key) + equals to (operator) + choose your product plan(value)

Bon appétit


Recipe #20 Sending an email to customers after a refund.

Let your customers know when you have processed any refund to their account.
You need to leave conditions empty, so the automation triggers with any transaction refunded.

Ingredients

  • Trigger: Transaction refund
  • Action: Send email
  • Delay: Choose how many days/hours/minutes after the event took place the action will occur
  • Action's Data: Write down the subject and message (you can even use tags!)

Bon appétit


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