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How to: Select the Customers for an Automated Campaign

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Automated Campaigns combine custom email templates with rule-based automation. Once you've created an email template, you can tell ShippingEasy under which circumstances to send the email. Emails will be triggered by order activity. Which orders trigger an email is determined by order and customer attributes. 

To apply automation to your Campaigns, begin with setting up an Automated Campaign. In a separate browser window, open our guide to setting up an Automated Campaign.

When setting up an Automated Campaign, you'll find these options to configure the rules:

Set_automated_campaign_rules.png

Then use this guide to better understand the configuration options that begin at step 4 of "Setup an Automated Campaign".

Questions to consider before setting up the rules for an Automated Campaign

When do you want to send the Campaign to your customers?

Emails are triggered by specific order activities. You can also choose how to time emails around those order activities. There are a couple of things you will need to decide:

Which order status do you want to trigger the Campaign to send?

  • The order is downloaded
  • The order is shipped
  • The order was delivered
  • The order was place 'X' days ago

How soon after that order event do you want to send the Campaign?

Use these answers to configure the second part of the "Set automated campaign rules" section.

    • Send the Campaign immediately after the order is downloaded, shipped or delivered.
    • Delay sending the Campaign for a certain number of days after the order is downloaded, shipped or delivered.
      Actions_expanded.png
  • For Lapsed Customers Winback and Buy Again Reminder campaigns, specify the number of days after the order event to send the campaign.
    send_campaign_x_days_after_order.PNG
Which types of customers or buying behaviors do you want to trigger the email?

Whether or not an email is sent to a customer is determined by order and customer attributes. You can use a variety of conditions to narrow down which orders will trigger the email.

  • Carrier: orders sent by a specific shipping carrier
  • Customer status: customers who have bought only once in the past 120 days, or multiple times
  • Customer tags: assign tags to your customers and identify customers with a specific tag(s)
  • Destination: orders shipped to domestic or international address
  • First time buyer: detect the very first purchase made by a customer
  • Order total: customers who spend a certain amount
  • Product category: customers who buy products in specific categories
  • Purchased SKU: customers who buy specific products, identified by SKU
  • Purchased Item: customers who buy specific items, identified by a specified term
  • SKU tags: customers who buy specific products by SKU tags. Learn more.
  • Store: customers from a particular store
  • Total quantity: customers who buy in large quantity

Use the customer and order profile to configure the first part of the "Set automated campaign rules" section.

CM_-_Automated_Campaign_Rules_-_conditions.png

How to: Select Conditions for an Automated Campaign

Customer and order conditions are used to identify which orders will trigger the email to be sent. Each condition is checked against each order as they come into ShippingEasy. If all the conditions you specified for an automated campaign match the order, then an email is sent to the buyer for that order.

TIP: in a separate browser window, open the guide to setting up an Automated Campaign and navigate to step 3.

The available conditions allow you to target specific types of customers. Customers are defined by the attributes of the buyer, the order, and the products in the order.

Here are a couple of ways to set up conditions:

This example shows a simple condition: any order that has an order total of zero or more dollars will have an email sent to the buyer of that order. A good use for this approach is when you want all buyers to receive the email from the automated campaign.

This example shows a more complex set of conditions: a second condition was set by clicking the plus sign [+] button. For an order's buyer to receive an email from this campaign, the order must have a total greater than or equal to $100 and also include the product that has the SKU C349-333. This allows you to very precisely target which of your buyers receive the email from an automated campaign.

The available conditions are:
Variable
Parameter
Description of orders targeted
Customer tags Is
Is not
user defined Assign tags of your choosing to your customers and use this condition to identify customers with a specific tag(s)
Customer status Is
Is not
Recent
Repeat
Customers who have bought only once in the past 120 days, or multiple times
First time buyer Is true
Is false
  Detect the very first purchase made by a customer
Order total Greater than or equal to
Less than or equal to
enter number Customers who spend a certain amount
Store Is
Is not
account specific Customers from a particular store
Carrier Is
Is not
user defined Identify customers by the shipping carrier used to ship their order.
Total quantity Is equal to
Is not equal to
Is greater than or equal to
Is less than or equal to
enter number Identify customers who buy in large quantity.
Destination Is equal to
Is not equal to
Domestic
International
Identify where customers live.
Purchased SKU Is equal to
Is not equal to
Contains
Does not contain
Is blank
Is not blank
Starts with
Does not start with
Ends with
Does not end with
user defined Customers who buy specific products identified by product SKU
Purchased Item Is equal to
Is not equal to
Contains
Does not contain
Is blank
Is not blank
Starts with
Does not start with
Ends with
Does not end with
user defined Customers who buy specific products identified by a specified term.
Product category Is equal to
Is not equal to
Contains
Does not contain
Is blank
Is not blank
Starts with
Does not start with
Ends with
Does not end with
user defined Customers who buy products in specific categories
SKU tags Is
Is not
user defined customers who buy specific products by SKU tags. Learn more.

 

How to: Select which order events trigger an Automated Campaign

First ShippingEasy finds orders that qualify for your Automated Campaign, based on the conditions you set. Then it's time to determine when to send the email.

TIP: in a separate browser window, open the guide to setting up an Automated Campaign and navigate to step 6.

Actions_expanded.png

You can choose to have the email sent when the order is downloaded to ShippingEasy from your store or when a shipment is created for the order. In addition, you can control if the email is sent immediately after the order action, or if it is delayed.

Here are a couple of ways to define when an email should be sent:

This example shows when an email is sent immediately after the order is downloaded: one use of this approach is for sending "we are processing your order!" emails to your customers.

This example shows when an email is delayed until several days after the order is shipped. typically this is done when you want to send a "how did you like the product?" email after the order ships and you want to allow time for receipt of the package.

Emails are triggered by order actions:

To send the email after the order is downloaded, but before it has been shipped:

Set the last field to downloaded.

Downloaded.PNG

To send the email after the order is shipped:

Set the last field to shipped.

Shipped.PNG

Emails are then sent at a time fixed around the selected order action:

To send the email immediately after the order action:

Set the first field to Send Immediately.

Send_immediately.PNG

To delay sending the email for one or more days after the order action:

Set the first field to Wait and send. Also set the number of days to wait before sending.

Wait_and_send.PNG


If you have problems that require extra assistance, feel free to reach out to our team.

Anyone can post questions in the comments, to the left, and the ShippingEasy Customer Success team will gladly assist.


ShippingEasy accounts on a paid plan will find additional resources in the upper left corner in app.

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Fully registered accounts may email, call, or chat with our team.
Trial accounts may email or call.

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