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Set up your Reward your best customers automation

Set up an automation to reward your best customers. This will not only reward their loyalty but also help boost sales - it's a win-win!

Updated over a month ago

Before you get started

Some key details to note about the Reward your best customers automation:

  • The Reward your best customers automation is prebuilt in your Marsello app admin.

  • This prebuilt automation adheres to the following procedure:

    • The automation is triggered when a customer's total spend is over $1,500

    • The first email is sent 1 week after the total spend has been reached, suggesting other items the customer may like

    • A second email is sent after another 1-week delay, rewarding customers with a 15% off coupon to use on their next purchase

    • A third email will follow after 5 days letting the customer know their coupon will expire in 2 days

    • When the automation is finished, the customer will not receive any more emails. (This automation will also be marked as complete if a customer responds to an email and completes their purchase.)

  • The Reward your best customers automation is fully customizable to suit your brand's needs. You can add/remove emails in the Automation and even update the discount settings.

How to open the Reward your best customers automation for editing

1. In your Marsello app admin, go to Marketing > Automation. Select the Reward your best customers automation and click Edit.

In the Marsello app admin, navigate to Marketing > Automation. Select 'Reward your best customers' automation and click Edit.

📝 Note: To disable an Automation, click the edit button to the right of the Automation's name in the Automation menu. This will trigger a pop-up asking you to disable the automation Click the Yes, disable, and edit button.

To disable an automation, click the edit button next to its name in the Automation menu. In the pop-up that appears, click 'Yes, disable, and edit'.

Adding emails and delays to your automation

2. Click the ⨁ icon to insert an email or delay into your flow

Click the ⨁ icon to add an email or delay to your flow.

3. Select Email, SMS, Points, or Delay to add it to your flow.

Select Email, SMS, Points, or Delay to add it to your flow.

💡Important: Make sure that you put a delay between emails in the flow otherwise, customers will only receive the first email due to the safe-sending period of 2 hours between receiving emails.

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Modify triggers, delays, and email templates

In addition to adding new emails and delays, you can:

  • Edit your automation's trigger settings

  • Adjust, clone, or delete delays

  • Edit, clone, or delete email templates

Edit your automation's Trigger settings

The Trigger dictates when the automation is initiated. To update your automation's Trigger settings:

4. Click the cog icon to open the trigger settings menu

Click the cog icon to open the trigger settings menu.

5. Set the order count that the first email will be triggered by

Set the order count that will trigger the first email.

6. Click Save Changes

Adjust, clone or delete Delays

A Delay is the time between when one email is sent and the next email in the flow will be sent. To update your automation's Delay settings:

7. Click the pencil icon to update the Delay settings

Click the pencil icon to update the Delay settings.

8. Select how much time to wait before the next email in the flow will send and select Save changes

Choose the wait time before sending the next email in the flow, then click 'Save changes'.

9. If you need to repeat a delay in the automation, go back to the pencil icon next to the Delay step and click on the three dots. Next select Clone step

If you need to repeat a delay in the automation, click the pencil icon next to the Delay step, then click the three dots and select 'Clone step'.

10. If you need to delete the Delay step, go back to the pencil icon and click on the three dots. Next, select Delete

If you need to delete the Delay step, click the pencil icon, then click the three dots and select 'Delete'.

Edit, clone or delete Email templates

Email templates create the content and messaging of the actual emails that are sent to your customers.

Edit your email template

11. Click the pencil icon to update the contents of your Email template

Click the pencil icon to update the contents of your Email template.

Clone your email template

12. Scroll to the email template in the automation that you wish to clone and click on the three dots next to the pencil icon. Then select clone step.

Scroll to the email template in the automation you wish to clone, click the three dots next to the pencil icon, and select 'Clone step'.

Delete your email template

13. Scroll to the email template in the automation that you wish to clone and click on the three dots next to the pencil icon. Then select delete.

Scroll to the email template in the automation you wish to delete, click the three dots next to the pencil icon, and select 'Delete'

📖 Learn more: Here are some helpful guides with tips on customizing your emails.

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