Samba’s Repeat Orders Genius Agent is a special trigger that will automatically create and distribute an email that reminds a customer when a consumable item is ready to be reordered.
At first, Samba calculates the consumption period based on the shopping history of that particular item and the tendencies of similar shoppers. Later, each customer is individually analyzed and a reorder schedule is based on the time between their purchases of the product and when interest is shown (for example, a dog owner looking at new granules), automatically adjusting consumption for the future.
When determining consumption, we also take into account such details as the suitability of particular goods based on the estimated age of a child, provided of course we have this data available. In these cases, the age of children or pets is based on purchased products and is also used to adjust product personalization.
ENABLING THE TRIGGER
To get started, first click on “Repeated Orders” on the main navigational menu. From here you can enable the trigger, edit the design of your email, set the schedule, and change the subject and email header.
Once you’re happy with the design and the subject/header texts, you can enable the trigger by clicking the “Enable trigger” button (see image below).
Samba will then handle the rest, automatically creating and distributing emails to your customers.
If you first would like to edit the design of your email template, please continue below, otherwise, you’re set!
EDITING THE EMAIL DESIGN
If you would like to edit the design of your Repeat Orders email template, simply click the “Edit design” button (see image below).
While we have a more comprehensive guide on the basics of the Picasso email editor, we’ll briefly go over adding some text
Once you’re in the Picasso editor, please take note of the left side of the tool where you will see a preview of the email. By clicking on one of the sections, you’re able to directly edit the contents of that particular HTML Block.
For our purposes, we want to add some custom text to the top of our Repeat Orders email to act as a greeting and help push them to reorder. To do this, click the “NEW HTML BLOCK” button (see image below) to add a new block to your email for you to edit.
After that, click and drag the “Text” icon (see image below) from the right side of the panel to the newly-created HTML block.
You can then edit the text just like you would in a standard word document, with similar formatting options available to you.
Auto-adjust the Design
You can also easily change the color scheme and formatting of the entire email with just a few clicks. On the right-hand side of the screen, you will see the Picasso auto-adjusting options, which can do two things:
- You can adjust the overall color scheme by selecting one of the color swatches from the color palette available or by using the eyedropper tool to select your own. The slider below the palette governs how much Samba will adjust.
- You can have Samba adjust the overall composition of the email, which includes the number of columns and their respective widths.
If you don’t like the design suggested by Samba, you can manually adjust the look of the e-mail by clicking on an HTML block you wish to change. Doing so will open up a menu of options including background colors, button texts, text formatting, and more (see image below).
Once you’re happy with the look of your email, click the “Save and back” button (see image below) to return to the Repeat Orders settings page.
As mentioned above, if you haven’t enabled your trigger yet, you can do so by clicking the “Enable trigger” button.
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