Refill reminder email campaign
Use case description
Drive repeat purchases and retain customers with timely, personalized refill reminders based on their buying habits. Automated refill reminders are triggered at the perfect time by leveraging purchase data. For repeat customers, reminders are sent based on their buying history, while first-time buyers receive emails timed to average refill patterns. Each email highlights recently purchased products, making it easy for customers to restock their favorite items.
This use case boosts purchase frequency, retention rates, and overall customer satisfaction.
Key features
- Automated refill reminders based on purchase history
- Personalized timing for first-time and repeat buyers
- Optimized email sending for best click rates
- Product highlights for easy restocking
Note
Curious about this use case? Reach out to your consultant from the Customer Success team for assistance.
Use case items
With this use case, you’ll get:
- Scenario: A pre-built scenario that triggers refill reminders based on customer purchase history.
- Email Campaign: Automated emails sent to customers with personalized refill reminders.
- Product Catalog Integration: Displays products to be refilled based on the chosen product catalog.
- Evaluation dashboard: A comprehensive dashboard provides insights into user behavior, campaign performance, and overall engagement metrics. The dashboard allows you to evaluate the effectiveness of your marketing strategies and make data-driven decisions.
How to deploy the use case
After downloading the use case, follow these steps.
Meet the requirements
Check if the data in your project meets the requirements. The Use Case Center lists requirements for each use case during the deployment process.
Ensure your project data includes purchase_item events from the last 365 days for the chosen product categories. Customers must have at least two purchase_item events with the same product ID for repeat reminders.
Understand the use case logic
This use case aims to reduce churn and cultivate an active, engaged subscriber base. The email campaign scenario contains the following steps:
1. Initial load
Track 'repeat' events for customers with purchase_item events in the last 365 days.
2. Regular load and email campaign for first-time buyers
Evaluate every purchase_item event. If the customer has a previous purchase with the product ID, create a repeat event. If not, calculate the average refill time and send a reminder 24 hours before the refill day, optimized for the best click rate.
3. Email flow for repeated buyers
- Option 1: Triggered on 'return' event, sending reminders for one product at a time.
- Option 2: Triggered weekly, cumulating products for refill in the next week.
Adjust the use case
Now that you understand the use case logic, you can set up the use case according to your needs.
Product catalog
Customize the product catalog to ensure the email content displays the correct products for refill.
Email settings
Follow this detailed guide to customize your email settings.
Design and copy
Customize the email visuals and copy to align with your company's brand identity.
Learn how to adjust the email template with products in the email node.
Test and run the use case
Test a use case before deploying it. Testing ensures you don't send unfinished or imperfect campaigns to your customer base.
Once the testing is over, run the use case. Open the email and click the Start button in the upper right corner to launch the campaign.
Evaluate the results
Remember to run the use case for a few days to see the impact.
After this initial period, use the prebuilt evaluation dashboard to measure and analyze relevant data.
- Open the evaluation dashboard
- Enter the email's name. For example, Refill reminder email campaign.
- Set the attribution window for revenue in hours, for example, 24.
- Click Refresh to see the results.
- Check campaign results regularly to optimize performance.
Updated 8 days ago