
Automation examples
Rahul Sharma
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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.
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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.
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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.
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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.
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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.
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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.
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Inventory & Back-in-Stock Alerts
- Back-in-Stock Notifications – Alerts customers when a previously out-of-stock item is available again.