Loyalty program enrollment

Turn returning customers into loyalty members.

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Before you begin

Not sure where to use this template? Check out Get started with workflow templates library

About this template

When a new subscriber signs up and has made at least one purchase, automatically tag them for loyalty program and send a loyalty welcome email explaining the benefits.

Step-by-step guide to set up this template

1

Trigger – New customer sign up

This trigger activates the workflow when a user submits a Notify me form on your store (not during checkout).

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2

Condition – Customer criterias: Order count

Set the condition to: Order count → Greater than or equal to → 1. This means the customer has placed at least one order.

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3

Action – Add customer tags

In True path, add a tag loyalty member to the customer to include them in your loyalty program.

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4

Action – Send email

Send a welcome email to the customer for the loyalty program.

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If you don’t have an email template yet, check out Create an email template

Read more about the variables you can use in email: Available variables in email templates

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🌟 Pro Tip:

  • Set the order count to greater than or equal to 1 to identify returning customers.

  • Use a clear and consistent loyalty tag for easy segmentation.

  • Personalize the welcome email to highlight loyalty benefits:

Common use cases

The Loyalty program enrollment workflow template is commonly used when:

  • You want to automatically enroll returning customers into a loyalty program.

  • You want to recognize and reward customers who have purchased before.

  • You want to segment loyal customers for future campaigns.


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