Create a Loyalty Offer Automation

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Post-purchase automations target customers who have previously purchased from your shop and can serve different purposes depending on your goal.

With a loyalty offer automation, you can automatically lay the groundwork for the customer's next purchase by offering a coupon or linking them to your rewards program.

How Loyalty Offer Automations Benefit You

  • Create a positive post-purchase experience that continues to nurture the relationship with the customer and sets them up to make their next purchase with your shop.
  • Target customers with loyalty offers based on their purchase history. You might invite first-time shoppers to join your rewards program or offer a more enticing discount on their next order, whereas with a VIP of brand enthusiast, you might set benchmark offers (i.e., celebrate their 5th order or send a coupon when they've hit the $500 spending mark).

Choose the Automation Triggers and Filters

Every post-purchase automation should start with the basics: Automation Trigger as Order Created and Cancellation Trigger as Checkout Started.

From here, you'll add a User Filter, which lets you specify the characteristics of customers who should receive this post-purchase automation.

All Customers Number of Orders Total Spend Benchmark

If you want to create a general loyalty offer that sends to all customers with each purchase regardless of their purchase history, then you don't need to define a user filter. 

  1. Select Order Created from the Automation Trigger drop-down.
  2. Select Yes from the Cancellation Trigger drop-down.
  3. From the Cancel automation if drop-down, select Checkout Started.
  4. Select Save & Continue to Messages in the bottom-right corner of the page.

Create Your Message

With loyalty offer automations, you can include more than one message in the series and set send delays between each message. Many brands use the first message at the initial offer, then follow a day or so later with a reminder.

The content of your loyalty offer messages will differ depending on your goal. We review a few different strategies below, and you can try out or use which ones work best for your brand.

  1. Include an image or GIF. Consider including a fun or branded image or GIF with your first message. It can help showcase your brand's personality and create excitement for the offer.
  2. Add personalization with message tags. Add dynamic tags such as {first_name} so that the sent message populates with the customer's first name. It's a simple and effective way to build rapport and trust with your customers.
  3. Create a sense of urgency. Use your message copy to create a sense of urgency around your offer. This will encourage the customer to make their next purchase soon. Popular examples include This offer expires at midnight! or Use this coupon in the next 24 hours!
  4. Offer an incentive. Most loyalty offers will include an incentive to encourage the customer to order again. However, you can vary the kind of incentive you offer based on customer data:
    • For example, for first-time customers (i.e, number of orders = 1), you could offer a larger incentive to convert them into returning customers.
    • For returning customers, you could try out a free shipping offer on their next order.
    • For benchmark customers or brand enthusiasts (i.e., VIPs or those with a large spend), a larger discount might encourage them to place a large-value order.
  5. Link directly to your store. Add a link to your store so the customer can click right back into your shot from the text message.

Extra Resources

  • Fantastic Texts. Need some inspiration? Check out some real-life shops and how they interact with their customers.
  • Postscript's Video Learning Library. Level up your SMS skills with our quick walkthrough videos of Postscript features and tools.
  • Create a Custom GIF. Learn how to create a custom GIF that showcases your brand's products and personality.

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