Setup a Repurchase Reminder Automation in Your Shop

Do you sell products that customers may want to purchase again? You can set up an email automation to remind your customers to purchase again at just the right time.

1. Optional: if using Shop, you can add custom variables by Editing Shop Notification Email Templates 
   • You can add variables to a hidden section on your email template like in the example below:
     
     
     
     This is the code from the screenshot above
     

     <!-- CRM Headings Start -->
     
        <div style="display:none;">
      <span style="display:none;"> 
      NewOrderName: ${customer.name}
      NewOrderEmail: ${customer.email}
      NewOrderPhone: ${order.shippingAddress.phone}
      NewOrderNumber: ${order.number}
      NewOrderTotal: ${order.total}
      NewOrderDate: ${order.dateCreated}
      NewOrderTime: ${order.timeCreated}
      NewOrderS-Add: ${order.shippingAddress.name} ${order.shippingAddress}
      NewOrderB-Add: ${order.billingAddress.name} ${order.billingAddress}
      </span>
      </div>
     
     <!-- CRM Headings End -->

2. Connect orders to your CRM or update source mapping if you added new variables: Sync Leads From a 3rd-Party Form Into Your CRM.
   • Confirm/add ‘Customer’ contact type to submission rules (duplicate submission rules too).
3. Create an All Customers CRM list using the Customer contact type - your account may already have this list prebuilt and assigned to an email list (next step).
4. Connect All Customers CRM list to an email list. It’s best practice to use the same name on the email list as well, “All Customers”.
5. Add Order Date as a custom field.
   • You can add any additional fields you’d like as well to further personalize the email
6. Create a reorder email template.
7. Create a date-triggered (not anniversary of a date) email automation. 
   • Only choose anniversary of a date trigger if you want to send this email each year from their most recent order date. If you choose anniversary trigger, skip steps 9 & 10.
8. Add a delay step for the time of day you’d like it to send (without this step the email will send at midnight).
9. Optional: add an initial email step to thank them for the order.
10. Add a delay step set to when it would be time to reorder.
11. Add an email step and load the template you created.
    • If you had additional custom fields, you can insert that personalization now.
12. Turn on the automation and watch it go!