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Automation examples

Rahul Sharma |
  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.
  1. 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.
  1. 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.
  1. 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.
  1. 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.
  1. 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.
  1. Inventory & Back-in-Stock Alerts

  • Back-in-Stock Notifications – Alerts customers when a previously out-of-stock item is available again.