Loyalty program enrollment

Turn returning customers into loyalty members.

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).

📝 Learn more about triggers: Understanding workflow triggers

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.

📝 Learn more about conditions: Workflow condition: Customer criteria

3

Action – Add customer tags

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

In the False path, no further action is taken. If the customer has no orders, the workflow does nothing, no tag is added and no email is sent.

📝 Learn more about actions: Understanding workflow actions

📝 Learn more about variables: Understanding personalization variables in email templates

4

Action – Send email

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

1. Enter the email subject.

2. Select the email template that you have prepared in advance.

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

All done! Returning customers are now automatically added to your loyalty program and welcomed with a special email.

🌟 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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