In this article:
What are the Customer workflows?
1. Send a thank-you email to a new customer and build his loyalty
2. Organize customers by their email domains and countries
3. Tag special customers and reward them with a discount
4. Segment new customers that have a high conversion intent
✔️ What are the Customer workflows?
Building a trusting relationship with customers is the primary task to a business owner, since it is exactly the main thing that its further development depends on. During the day, you need to maintain the right communication with them and resolve different problems (e.g., shipping, refunding, sending emails, verifying risks etc.).
For this category there are some triggers that can run the workflows:
Customer account enabled
Customer account disabled
In this help guide, we are going to consider some examples of workflows for the "Customers" category.
Send a thank-you email to a new customer and build his loyalty
Start with the Customer created trigger
Verify if this customer agreed to accept marketing materials and you can use his email for that → Select the Accepts marketing condition and set "is true"
Once a new customer has joined our store, we want to send him an email with a 3-days gift coupon that he can use as a new member. → So, we should set a Delay of 1 day before the Send email action.
To quickly find such new customers when we need to send them certain emails it is easier to tag them → Add the Add customer tags action to mark this customer as "New". After we've tagged him, this customer will remain in the "New" category for the next 6 months.
Organize customers by their email domains and countries
Organizing customers by countries can significantly simplify the product recommendations for them. That's why we need to detect their country or email domain to know exactly what marketing materials to send. In this case, we need to sort out the customers who are located in the USA and in Europe:
We start with the Customer created trigger.
Next, we need to select the Email condition → then, select ends with → and set is equal to ".com".
When we've detected the email domain we need to tag these customers with the "USA" tag and Send email to get notified about him.
We also mark other customers from Europe → we choose the same condition and set the European domain ".eu" , tag them as "Europe", and Send email.
This workflow segments customers by their countries which allows us to offer them the relevant products considering the tax rates of their country.
Tag special customers and reward them with a discount
Sometimes, we need to segment customers by the special categories, such as students or employees, in order to give them a discount. To do this, we need to identify their domain or email address and mark them with a tag.
This workflow starts with the Customer created trigger
We verify if his email contains the ".edu" domain. Select the Email condition and set includes .edu
Then, add the Send email action to get notified about the customer.
Let's add one more condition to get notified about the employee customer → select the same condition → set the ends with @example.com - the email domain that you need to tag → Tag this customer as "employee" and send the email.
Segment new customers that have a high conversion intent
If there are new customers who have placed their first orders in less than 3 days they can be considered as high-intent to conversions.
This workflow will contain the following steps:
The starting trigger is Order created
To verify the amount of orders of the customer, scroll down to the Order/Customer and choose the Orders count condition - set is equal 1
Add another condition - Days to conversion - and set less than 3.
Add the "high-intent" tag and Update customer note that informs about their high intent
At the end of all of these workflows, save all the changes and click the "Enable" button.
Most popular flows
Updated on: 08/12/2023