Automation Examples
1. Order & Fulfillment Flows (Transactional)
• Order Confirmation – Sent immediately after purchase to confirm the order.
• Shipping Confirmation – Notifies customers when their order has been shipped, often with tracking details.
• Order Delivered – Confirms that the order has arrived.
• Abandoned Checkout Recovery – Sends an email or SMS reminder to customers who left items in their cart but didn’t complete checkout.
• Low Stock Alerts (Internal) – Notifies the store owner or team when product stock is low.
2. Customer Engagement & Retention Flows
• Welcome Series – A sequence of emails for new subscribers, introducing them to the brand and offering a discount.
• Post-Purchase Thank You Email – Builds goodwill with a personal thank-you message and brand introduction.
• Win-Back Campaigns – Targets inactive customers with discounts or personalized messaging to encourage repeat purchases.
• Birthday or Anniversary Emails – Automated messages offering special deals on customer milestones.
• Loyalty & Referral Program Invitation – Encourages repeat business and referrals with rewards.
3. Browse & Cart Abandonment Flows
• Browse Abandonment – Reminds customers of products they viewed but didn’t add to their cart.
• Cart Abandonment – Encourages customers to return and complete their purchase, often with an incentive.
4. Post-Purchase Customer Education Flows
• Product Education & Care Tips – Provides instructions on product use, maintenance, and care.
• How-To Guides & Video Tutorials – Helps customers get the most out of their purchase with step-by-step content.
• Best Practices & Styling Tips – For fashion or home brands, suggests ways to style or use the product effectively.
• FAQs & Troubleshooting – Proactively answers common questions to reduce support requests.
5. Review & Feedback Flows
• Post-Purchase Review Request – Asks customers to leave a review after receiving their order.
• User-Generated Content (UGC) Flow – Encourages customers to share photos/videos of their purchase.
• Net Promoter Score (NPS) or Satisfaction Survey – Collects feedback from customers about their shopping experience.
6. Upsell, Cross-Sell & Repeat Purchase Flows
• Thank You Upsell – Offers complementary products right after checkout.
• Post-Purchase One-Click Upsells – Prompts customers to add an extra item before their order is fulfilled.
• Cross-Sell Flow – Suggests related products based on purchase history.
• VIP Customer Recognition – Rewards high-spending customers with exclusive offers or early access to sales.
7. Inventory & Back-in-Stock Alerts
• Back-in-Stock Notifications – Alerts customers when a previously out-of-stock item is available again.
There are 8 primary use cases which we are focused on enabling and automating your Shopify store's growth.
These include:
1) Marketing
2) Conversion Rate Optimization
4) Loyalty
5) Operations