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Celebrate First Purchase Anniversary

Strengthen customer loyalty with a personalized “thank you” moment one year after their first purchase.
Goals
Encourage repeat sales
Improve retention and fight churn
Improve personalization and the customer experience
Improve deliverability and engagemente
Industries
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Tags
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Description

Mark one year since a customer’s first purchase with timely, relevant communication that feels personal rather than generic. This automation evaluates last year’s order volume to determine whether to send a gift coupon for reactivation or a thank-you message for loyal shoppers. By routing missing-coupon cases to an agent automatically, it safeguards the customer experience and prevents broken journeys. The result is higher engagement, repeat sales, and a consistent brand moment that reinforces loyalty.

Implementation Effort

Impact on a goal

Assets

Today 9:41
9:41
now
Automation
Today 9:41
9:41
now
Email (less than 3 orders)
Today 9:41
9:41
now
Email (3 or more orders)
Outcome
Increased repeat purchase rate
Higher engagement and deliverability through relevant, personalized emails
Improved customer loyalty and satisfaction

Detail user scenario

Each day, the automation finds users whose first purchase was 365 days ago and who have a valid email with Consent email = TRUE, then segments them by the Total orders last year aggregator. For 1–2 orders, it assigns a code from “1year_anniversary_discount”; if available, it sends “First purchase anniversary with a gift,” adds the tag coupon_1year_anniversary, and creates the event coupon assigned; if not, it notifies an agent. For 3+ orders, it sends a thank-you gift email without a coupon.

Step-by-step

  • 1
    Eligibility check (daily): The automation runs every day to find users whose first Product event purchase occurred exactly 365 days ago and who have email present and Consent email = TRUE; it also confirms Deal stage/date paid where applicable for reliable qualification
  • 2
    Order-frequency segmentation: Using the Total orders last year per user aggregator, the system branches users into two paths: 1–2 orders or 3+ orders, ensuring the right incentive for each segment
  • 3
    Coupon assignment for 1–2 orders: For users with 1–2 orders, the system attempts to assign a code from the Promotion “1year_anniversary_discount”; if successful, it creates Event: coupon assigned, adds Tag: coupon_1year_anniversary, and sends Email “N17: Celebrate First Purchase Anniversary (less than 3 orders)” including the coupon code
  • 4
    Fallback to agent when no coupon is available: If the coupon pool has no available code, the system sends an internal email to an agent for review, preventing a broken customer experience while maintaining auditability of exceptions
  • 5
    Loyalty message for 3+ orders: For users with 3 or more orders, the system sends Email “N17: Celebrate First Purchase Anniversary (3 or more orders)” as a thank-you gift message without a coupon, recognizing loyalty and reinforcing advocacy

Detail user scenario

Step-by-step

  • 1
    Eligibility check (daily): The automation runs every day to find users whose first Product event purchase occurred exactly 365 days ago and who have email present and Consent email = TRUE; it also confirms Deal stage/date paid where applicable for reliable qualification
  • 2
    Order-frequency segmentation: Using the Total orders last year per user aggregator, the system branches users into two paths: 1–2 orders or 3+ orders, ensuring the right incentive for each segment
  • 3
    Coupon assignment for 1–2 orders: For users with 1–2 orders, the system attempts to assign a code from the Promotion “1year_anniversary_discount”; if successful, it creates Event: coupon assigned, adds Tag: coupon_1year_anniversary, and sends Email “N17: Celebrate First Purchase Anniversary (less than 3 orders)” including the coupon code
  • 4
    Fallback to agent when no coupon is available: If the coupon pool has no available code, the system sends an internal email to an agent for review, preventing a broken customer experience while maintaining auditability of exceptions
  • 5
    Loyalty message for 3+ orders: For users with 3 or more orders, the system sends Email “N17: Celebrate First Purchase Anniversary (3 or more orders)” as a thank-you gift message without a coupon, recognizing loyalty and reinforcing advocacy

How to implement it?

Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:

Used Modules

Pop-Ups

Collect information from your visitors and navigate them on the website.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Prerequisities
Step by Step Guide
Written by

Read the guide
Recommended data structure
User Attributes
User attribute is a named data field that describes a specific property of an user stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
email (standard) string
Consent email (custom) boolean
Total orders last year (custom) integer
Deal Attributes
A deal represents a specific sales opportunity or business transaction that you want to track through your CRM process.
Attribute name Attribute type
stage (standard) integer
Date paid (custom) datetime
Product Events
A product event is information about a contact’s interaction with a specific product, such as a view, cart addition, or purchase.
Product Event name Customer path
Purchase order completed with the product
Events
An event is a custom piece of information about something your user does.
Event name Event attributes
Coupon assigned (string) promotion; (string) coupon code
Aggregators
An aggregator is a module that lets you collect numerical data. You can either count event occurrences or sum up the value of their attributes.
Aggregator name Aggregator definition Updates the attribute
Total orders last year per user sums up all the orders made by the user last year Total orders last year
Tags
Tag is a customizable, flexible tool used to label and categorize users, companies, deals, and other objects to streamline management and enhance targeting capabilities.
Tage name Tag definition Tag update method
coupon_1year_anniversary discount for the First Purchase Anniversary if the total orders are 1 or 2 automation
Promotions
A Promotion is a simple, named bundle of discount codes for your customers – with a short description for context – while your store’s settings decide how and when the codes are used.
Promotion name
1year_anniversary_discount
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