Repeated Orders Trigger

This post is also available in: Czech

Samba’s Repeated Orders trigger campaign is particularly useful when customers are buying fast-moving consumer goods (FMCG), such as drug products, food, dog food or software licenses. This trigger automatically creates and sends out an email to remind the customer when a consumer product is ready to be re-ordered.

Data integration

Before using the Repeated Orders trigger, please ensure that your data feeds have been successfully integrated.

The trigger will be sent to the customer on a day that falls “within N days before and N days after the end of consumption” with respect to the “Frequency of sending” setting. Please see below for more details.

Samba first predicts the consumption period based on the purchase history of that particular item and the tendencies of similar customers (only customer-specific purchases are considered if there is sufficient data). Then, each customer is individually analyzed based on these behavioral patterns and the time that has passed since the customer last purchased the product, thereby automatically predicting future consumption.

When determining consumption, we also take into account information such as the suitability of a particular good based on its estimated suitable age, if this data is available. In these cases, the age of children or pets is based on purchased products and is also used to adjust product personalization.

Create the templates

You can create all templates from scratch, but please note that this trigger template has to be of the specific type: Repeated Order. Read more about template types here

We recommend to use the ready-made Repeated Orders default template that can be found under Triggers → Repeated Orders → Template Manager → Create New Template or in the Assets section. Just adapt the template to the design of your store, check the links or change the text, but leave the product placeholders untouched –  they will be automatically replaced by the specific products when the campaign is sent.

Default Drag & Drop template structure

By default, Samba’s Repeated Orders emails will contain up to four FMCG products that the customer was predicted to run out of soon. For example, if only one FMCG product is relevant for your customer, then only one will appear in his email. Below the main section, two automatically recommended complementary products that might be of interest to your customer will be shown. This recommendation can significantly increase the chances of conversion if the customer has already bought or searched for certain products.

Find general information about the Drag & Drop editor here and for more information about placeholders, also called merge tags, click here.

Prebuilt Collections

Each account has prebuilt collections with ready-made product blocks from us for easy template creation. You can find these template rows either in the Collection Manager or directly in the Drag & Drop template editor.

Repeated Orders Campaign strategy

Basic campaign with one general newsletter

Start with this simple setup that requires only one template and targets your entire audience. An email is sent to the customer when a purchase is expected within a time range and on days you define. If more than four items are regularly purchased, the most frequent and expensive items will be included in the campaign.

  1. Click New Campaign button to add a newsletter to your campaign
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  2. Targeting and Sending:
    Select a time range in days for sending the email to your customers based on your preferences:
    • time range before estimated consumption (e.g. before 4 and before 1 days)
    • time range after estimated consumption (e.g. after 1 and after 3 days )
    • time range before and after (e.g. before 4 and after 3 days) the estimated consumption.

      For shorter consumption intervals select a shorter range and vice versa. The first limit must precede the second limit in time, i.e., you cannot set for example “from before 1 to before 4” or “from after 1 to before 1”. It has to be “from before 4 to before 1” or “from before 1 to after 1”. We recommend using “from before 5 days to after 5 days”.

      Select specific days during the week if you do not want to send mailings on weekends or similar.   

      The Audience and Product Filter are both optional settings → click Continue. When having only one newsletter in the campaign, we advise to leave both filters unused
  3. In the Email Information fill in the subject, preheader, select the prepared template and fill in a UTM campaign code. You can also add custom parameters to find this campaign easier in Google Analytics. Now you will be able to “Save and Close” this version for later or “Activate” it right away.
  4. You can further customize the Sending time and the Frequency of Sending of this campaign. 

      • Sending time – this type of campaign is sent daily at the specified time
      • Frequency of Sending
        • This number defines after how many days a given customer can be sent a repeated order campaign again if the customer is predicted to consume another product or the time range condition of the currently predicted product is still met
        • The default value is 5 days

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Example

  • A customer is predicted to run out of hair shampoo on June 6.
  • Let’s set Frequency of sending to 5 days and the time range to 5 days before and 5 days after.
  • The first email may be delivered to the customer on June 1, then on June 6, and again on June 11 if the customer does not purchase hair shampoo in the meantime.
  • However, if the customer had already received another email campaign on June 1, the first email would not be delivered to the customer until June 2, then June 7, and then not again after that.

The activated campaign looks like this:

Advanced campaign with multiple newsletters

If you wish to target different segments of your audience with a more personalized template, you can do it by adding another newsletter to your campaign like this:  

  1. Select New Campaign
  2. Targeting and Sending
    1. Audience Filter – Filter your audience by customer filters
    2. Product Filter – Select specific products, that your customers were predicted to run out of

Move forward as described above in steps 3. and 4. in the basic campaign settings. You can add more newsletters with specific criteria to this campaign, but because of the fall through of audiences,  we advise you to include the most specific product or audience criteria at the top (first campaign), and the general step which will catch the rest of your audience should be included at the bottom (the last campaign).

You can change the order of the newsletters simply by drag and dropping them:  

Performance check

You can regularly check campaign results on the dashboard under the Automation tab. 

This post is also available in: Czech

Updated on May 16, 2024

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