Create Smartrr Automations

   Note: Have you set up your Smartrr x Postscript integration yet? If not, start here.

Smartrr is a leading subscription-management platform used by brands to create a deeper connection between them and their most engaged customers through a premier subscription experience. In this article, we will cover how to create a variety of automations using Smartrr-specific triggers in Postscript's automations.

Why You Want to Create Smartrr Automations


  • Create a better subscription experience for your customers that increases lifetime value and overall engagement.
  • Send subscribers actionable SMS messages about their upcoming subscription that enables them to skip deliveries and update their billing information right from the text thread.

Customer Deactivated


With a Smartrr Customer Deactivation automation, you can notify customers when their last subscription has been canceled. 

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Customer Deactivated.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tag and definition below.
  7. Once you've created your Customer Deactivation automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definition
{account_page_link}
Dynamically links to the subscriber's Smartrr account.

 

Payment Method Failed


With a Payment Method Failed automation, you can quickly notify customers via SMS when their subscription payment cannot be processed.

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Payment Failed.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tags and definitions below.
  7. Once you've created your Payment Method Failed automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definitions
{account_page_link} Dynamically links to the subscriber's Smartrr account.
{retry_num}

Corresponds to the number of times Smartrr will try to charge again after a subscriber's payment method fails.

 

Payment Method Updated


With a Payment Method Updated automation, automatically notify customers via SMS when they've successfully updated their subscription payment.

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Payment Method Updated.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tag and definition below.
  7. Once you've created your Payment Method Updated automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definition
{account_page_link}
Dynamically links to the subscriber's Smartrr account.

 

Skipped Order


Send a Skipped Order automation when a subscriber skips their order after receiving an Upcoming Order notification.

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Order Skipped.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tags and definitions below.
  7. Once you've created your Skipped Order automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definitions
{account_page_link} Dynamically links to the subscriber's Smartrr account.
{new_delivery_date} Dynamically pulls the subscriber's new delivery date.

 

Subscription Created


Notify end users that their subscription has been created successfully and link them to their account with a Subscription Created automation.

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Subscription Created.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tags and definitions below.
  7. Once you've created your Subscription Created automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definitions
{account_page_link}
Dynamically links to the subscriber's Smartrr account.
{delivery_frequency}
Corresponds to the number of subscription delivery frequency units (i.e. 1, 2, 3, 4, etc.).
{delivery_frequency_unit}

Corresponds to the unit of frequency (i.e. days, weeks, or months).

 

Upcoming Order


With an Upcoming Order trigger, you can automatically notify subscribers 3 days before an upcoming order is processed with an option to skip.

  1. From your Postscript Dashboard, select Messages; then select Automations.
  2. Select Create Automation in the upper-right corner. Select Legacy, then Continue.
  3. Select Custom Automation, then name your automation. Be sure to use a name that will allow you to easily identify and track this automation in the future.
  4. Under Automation Triggers, select Smartrr: Upcoming Order.
  5. Select Save & Continue to Messages. Proceed by adding a delay and message copy. 
  6. Select the More dropdown, choose Add Tag to add a dynamic tag such as a link to the subscriber's account. For this trigger, find it's associated tag and definition below.
  7. Once you've created your Upcoming Order automation, select Save Automation in the lower-right corner.
  8. To activate the automation, toggle the bar next to Disabled. When it displays green, this automation is active and subscribers can begin receiving your Smartrr automations.
Associated Tags Definition
{account_page_link}
Dynamically links to the subscriber's Smartrr account.

 

Get Support


Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

Need ongoing channel strategy guidance? Please fill out this form and we'll connect you to one of our certified partners.

Are you BFCM ready? Gear up for the 2022 holiday season with our Ultimate BFCM Planner for SMS Marketers! Get your copy here

Was this article helpful?
0 out of 0 found this helpful