Event Reminders
The "Event Reminders" section allows automatically sending SMS and email messages to customers based on various events and dates. This is a powerful tool for increasing customer base, customer retention, and repeat sales.
Main function
Enabled? (Enabled)
| Parameter | Type | Description |
|---|---|---|
| Enabled? | Checkbox | Activates/deactivates the entire system of automatic event reminders |
| Text Input | Email address for sending the summary of upcoming events (digest) |
Note: The Email field is used for sending the digest of upcoming events to the system.
Send messages to users who placed an order X days ago
This function allows automatically sending SMS and email messages to customers who haven't made orders for a while. Perfect for offering discounts, new products and services to achieve repeat sales.
Configuration fields
| Field | Type | Description | Example |
|---|---|---|---|
| Enabled? | Checkbox | Activate this function for inactive customers | ☑ |
| Send message to customers who placed order more than X days ago | Number Input | Number of days since the last order to send a reminder | 30, 60, 90 |
| SMS | Dropdown | Select SMS template for sending message | Template from dropdown list |
| Dropdown | Select Email template for sending message | Template from dropdown list | |
| Delay between messages | Number Input | Number of days between repeated messages (0 = send only once) | 0, 7, 14, 30 |
Usage examples
- Re-engagement: If customer hasn't ordered for 30 days, send an SMS with a discount offer
- Long-term retention: Send reminder every 14 days while customer is inactive
- Seasonal offers: Every 60 days send message about new products
Message to customer on a specific day after order completion
Automatically sends a message to the customer on a specific day after order completion. Can be used to request feedback, gratitude or to offer special conditions for the next order.
Configuration fields
| Field | Type | Description | Example |
|---|---|---|---|
| Enabled? | Checkbox | Activate sending follow-up messages | ☑ |
| SMS | Dropdown | Select SMS template for sending | Template from dropdown list |
| Dropdown | Select Email template for sending | Template from dropdown list | |
| Send message on X day after order completion date | Number Input | Day to send message (relative to completion date) | 1, 3, 7, 14 |
Usage examples
- Day after order: Send gratitude after one day
- Feedback request: On the 3rd day, ask for a review
- Repeat sale: On the 7th day, offer an additional product
- Satisfaction survey: On the 14th day, conduct a quality survey
Birthday greeting
Automatically sends SMS and email greetings to customers on their birthday or a few days before. Strengthens personal relationships and increases loyalty.
Configuration fields
| Field | Type | Description | Example |
|---|---|---|---|
| Enabled? | Checkbox | Activate sending greetings | ☑ |
| Send reminder X days before the date occurs | Number Input | Number of days before the birthday to send reminder | 0, 1, 2, 7 |
| SMS | Dropdown | Select birthday greeting SMS template | Template from dropdown list |
| Dropdown | Select birthday greeting Email template | Template from dropdown list |
Usage examples
- On birthday: Send greeting on the actual birthday (value
0) - In advance: Send offer 7 days in advance with gift/discount
- One day before: Send reminder-offer one day before (value
1)
Requirement: Birth date must be specified in customer profile for this function to work.
Order date reminders
Sends notifications about dates specified in orders. Used for dates such as:
- Appointment date (e.g., for beauty salons)
- Event date
- Expiration date
- Delivery date
Usage
- Create a custom order attribute with type DATE
- The system will automatically send notifications based on this date
- Reminder is sent before the date occurs
Example: If order contains appointment date of December 10, the system can send a reminder one day before this date.
Customer profile date reminders
Sends notifications about dates specified in customer profile attributes. These might be:
- Birth date (if not using the built-in function)
- Anniversary date
- Contract expiration date
- License expiration date
- Any other important date
Usage
- Create a custom customer attribute with type DATE
- Fill in this date in customer profiles
- The system will automatically send reminders before the date occurs
Example: Create "Subscription expiry date" attribute and the system will remind customers one day before expiry.