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Reorder or refill email series are a great way to get customers to reorder consumable products that they need to repurchase after a period of time. With Automations you can setup multiple emails in this series.

Follow the steps below to create a reorder series for your store.

Step 1: Navigate to Automations and Create a New Automation

To get started creating an Automation navigate to the Automations page. If you've used SmartrMail before the launch of our new Automations you will also have to navigate to the Automations tab. Click the New Automation button.

Next, give your Automation name

Step 2: Configure your Trigger Settings

For a win-back series you'll want to create a segment-triggered automation, create a new automation and then click Create New Segment at the bottom of the dropdown

Create a segment of customers that have purchased a specific product and haven't ordered over a set period in time

  • Has purchased product

  • Has not ordered in more than 60 days*

*The amount of days is dependent on when you think a customer should reorder a product. For groceries that may be a week, for a new car that might be several years.

After you select a segment, choose the rules for when subscribers join the segment. For a reorder series you want to choose Whenever rules match as you'd like this email to send every time your customers are due to reorder.

Once you select a smart segment and save, you can no longer change the list that triggers the automation.

Step 3: Add an Email

For this reorder series I'm going to trigger my first email immediately after subscribers enter the segment, so I'll place an email directly under the trigger.

Once you drag your email into the Automation. You can give it a name for your own records and a subject line. Then click Edit to design your email.

You'll be directed to our email composer where you can add content and create your campaign. Once you're done, click Enable and you'll be directed back to your workflow in progress.

The design of this email is up to you, but typically in your first email you simply want to remind customers that they might be out of their last purchase and its time to reorder.

Step 4: Add a Time Delay

Next before we add another email, we will schedule it by using a Time Delay.

Time delays add a delay between actions in your workflow. To add a Time Delay, drag it into your automation.

From there set the time you'd like to delay the next action.

Step 5: Add another email

After the time delay is added we're now able to add another email. Again you can drag the email under your Time Delay. Once you've done that, design and enable your email.

Typically in this email, you'd want to again remind your customers to order and possibly offer a discount.

Step 6: Repeat steps 4 & 5 (Optional)

If you'd like to add another email to your series. Simply repeat steps 4 and 5 by placing another Time Delay and Email under your last Email placed.

Step 7: Enable Workflow

Now that all your emails are in place. Click Enable at the top right of the screen. You'll be promoted to confirm that you'd like to enable your welcome series.

That's it. You're done! Congrats on creating your reorder series with SmartrMail 🎉

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