Automate timely reminders to ensure your customers don't run out of the products they love. By setting up a Replenishment Reminder workflow, you help make it easier for your customers to restock on their repeat products, all while building loyalty and driving revenue.
What to Know Before You Get Started
- Date-based trigger with custom fields
- This workflow relies on a Date-Based trigger to dynamically add people to the workflow based on a specific ISO-formatted (YYYY-MM-DD) date saved as a custom field.
- Follow the instructions here to convert your non-ISO dates into an ISO format
- ISO dates
- Dates must be written in ISO format to be recognized as a date-type field. Only fields with the correct formatting will populate the dropdown list.
Activate the Workflow
Install our pre-built Workflow, or build your own. Our pre-built Workflow includes a Date-Based Trigger, recommended Delay and Decision steps, and Email actions complete with best practice tips to help create email content.
Set up your Workflow
Step one: Edit the Date-Based Trigger based on the custom field
In the template, you’ll find the Trigger is set to a custom field named “next_purchase_date”. Be sure to either edit the custom field this workflow points to or update the existing custom field’s name holding the membership renewal date from the Custom Field Management page to match the template.
Step two: Edit the Email Content
A series of Replenishment Reminder emails improves customer experience by making it easy for them to make those repeat purchases. Use the following email structure to help upsell and build brand loyalty.
Email 1: Initial Replenishment Reminder
The initial email is a great way to remind your customers that their essential products are almost out of stock while providing them an easy click to replenish them! By being proactive, you can encourage repeat purchases from your customers.
Email 2: Second Replenishment Reminder (If no purchase made)
If a restock purchase has not been made, you can send a second reminder to create a sense of urgency. The idea here is to remind the customer that they are about to run out of the product by focusing on it while still providing a quick link to drive that purchase.
Measure Workflow Performance
As your emails are released on the designated delays check back on their performance using the Workflow Dashboard.
Here is where you:
- Evaluate the conversions you’re seeing from this Workflow such as any revenue from your reminder emails.
- Keep in mind: Revenue reporting is only available to Shopify, Woocommerce, BigCommerce, Magento, Fareharbor, or our Shopper Activity API connected accounts
- Look at the open and click-through rates of the emails to see what attendees are engaging with.
This information tells you if you need to change it up or if your strategy is working.