Repeat customer identification and engagement

Purpose

1.1. Automate repeat customer identification based on purchase frequency, transaction value, and product preferences.
1.2. Automate personalized engagement such as targeted offers, loyalty notifications, and product recommendations.
1.3. Enhance retention by automating rewards for returning customers, automating follow-up messages, and automating upsell opportunities.
1.4. Provide analytics on repeat customers through automated reporting and segmentation.

Trigger Conditions

2.1. A customer completes a purchase (POS data logged or transaction recorded).
2.2. Customer account email or phone matches existing database entry.
2.3. Lapsed customer not seen in X days/weeks.
2.4. Customer’s cumulative spending exceeds set thresholds.
2.5. Customer interacts with marketing materials, e.g., clicks on campaign links.

Platform Variants

3.1. Shopify
• Function: Customers API; Automates retrieval of sales history for repeat purchase detection.
• Sample: GET /admin/api/2023-04/customers.json?orders_count>1
3.2. Square
• Function: Customer Groups; Automates customer segmentation based on purchase activity.
• Sample: Create group for “Repeat Buyers” via Customers API: POST /v2/customers/groups
3.3. Lightspeed Retail
• Function: Customer Insights; Automates periodic triggers on purchase frequency.
• Sample: Use GET /API/Account/{accountID}/Customer endpoint
3.4. Clover
• Function: Customers API; Automates engagement based on loyalty program points.
• Sample: GET /v3/customers with filter=loyalty_points>100
3.5. Mailchimp
• Function: Campaign Automation; Automates email triggers on repeat purchase.
• Sample: POST /automations/{workflow_id}/emails
3.6. Klaviyo
• Function: Flows; Automates multi-channel engagement for repeat buyers.
• Sample: “Repeat Purchase Flow” with trigger: Placed Order metric
3.7. Twilio SMS
• Function: Programmable Messaging API; Automates SMS follow-ups to repeat customers.
• Sample: POST /2010-04-01/Accounts/{AccountSID}/Messages
3.8. SendGrid
• Function: Marketing Campaigns; Automates tailored emails for repeat purchases.
• Sample: POST /v3/marketing/singlesends
3.9. Zapier
• Function: Automation Zaps; Automates multi-system workflows for repeat identification.
• Sample: Shopify → Filter → Gmail integration Zap
3.10. Salesforce
• Function: Marketing Cloud; Automates CRM reminders and targeted campaigns.
• Sample: Use Engagement Studio; trigger repeat purchaser actions
3.11. HubSpot
• Function: Workflows; Automates customer lifecycle stages based on purchase recurrence.
• Sample: “If customer has 3+ purchases, move to ‘Repeat’ segment”
3.12. ActiveCampaign
• Function: Automations; Automates incentives and engagement for identified repeat buyers.
• Sample: “Repeat Customer Tag” triggers follow-up automation
3.13. Yotpo
• Function: Loyalty & Referrals; Automates rewards for identified repeat buyers.
• Sample: API integration to automatically enroll qualified repeat customers
3.14. Pipedrive
• Function: Contacts Segmentation; Automates sales team follow-ups.
• Sample: API filter for contacts with “N+ purchases”
3.15. Google Sheets
• Function: Automation via Apps Script; Automates customer tracking and flagging.
• Sample: Script adds “Repeat” label when purchases > threshold
3.16. Notion
• Function: Database Automations; Automates updating CRM databases with repeat status.
• Sample: Integration to update “Customer Type” property
3.17. Microsoft Power Automate
• Function: Scheduled Flows; Automates identification and alerting of repeat customers.
• Sample: Scheduled flow queries SQL/CRM for repeat criteria
3.18. Zendesk
• Function: Triggers & Automations; Automates customer support tagging for VIP/repeat status.
• Sample: Trigger “Repeat Buyer” tag if X tickets closed/purchases made
3.19. Segment
• Function: Identify Calls; Automates syncing user properties across marketing stacks.
• Sample: Identify user with “repeat_customer: true” attribute
3.20. Oracle Responsys
• Function: Program Canvas; Automates targeted campaigns for segmented repeat buyers.
• Sample: Entry event: “Repeat Buyer”; automates email/SMS push

Benefits

4.1. Automator increases efficiency by removing manual segmentation and engagement processes.
4.2. An automated workflow maximizes customer retention via timely, personalized interactions.
4.3. Automates repetitive identification, freeing staff for high-value tasks.
4.4. Enables automating tailored offers, upsells, and loyalty rewards, boosting revenue.
4.5. Advanced automation ensures consistent communication and customer experience.
4.6. Real-time analytics through automating data aggregation for deeper insights on repeat behavior.