Ask your customers when they would like to receive an email notification to repurchase a recurring product, using an inline on your website that allows them to select the exact date to schedule the reminder and send it on the specified date.
In this article, you will learn how to create a restock request.
Objective: Retention.
Difficulty: Advanced.
When to use it: Whenever you want to boost repurchases.
This strategy is part of our template pool. To implement it in your account, access your Connectif account, go to “Workflows > Create new workflow,” go to the Create from template section, enter the workflow name (Restock Request) in the search field, click Select, and then click Create.
How it works
To display the content, we will configure web content of the inline type in the workflow. It will appear with the restock form when a contact who has just made a purchase is visiting the thank-you page. Once the form is submitted, the restock email will be sent on the specified date.
Workflow configuration
STEP 1. “Start” node
(In this node, you will establish the audience to which the action will be directed.)
1. Click (Edit node settings) on the “Start” node.
2. Under Select a restriction, select "My entire list."
3. Under Select the data source, select "All existing and new contacts."
4. Click Apply.
STEP 2. “On page visit” node
(In this node, contacts who visit the thank-you page will be detected.)
5. Click (Edit node settings) on the “On page visit” node.
6. Under Configure included pages, select “Any of the following pages exactly” and enter your website's thank-you page URL in the available field.
7. Click Limitations and clear the "Deactivate after triggering" checkbox.
8. Click Apply.
To learn more about node limitations, click here.
STEP 3. “Send web content: inline” node
(In this node, an inline containing the restock form will be sent.)
9. Click (Edit node settings) on the “Send web content” node.
10. Select the corresponding inline content and click Next .
11. Under Settings, add the appropriate selector to display the content.
12. In the Variables step, associate the variables if there are any.
13. Click Apply.
To learn more about Inline web content, click here.
STEP 4. “On form submission” node
(In this node, the exact moment when the form is submitted will be detected.)
14. Click (Edit node settings) on the “On form submission” node.
15. Click A specific form.
16. Then select the form to which the workflow should react. In this case, the form displayed in the floating bar.
17. Click Limitations and clear the "Deactivate after triggering" checkbox.
18. Click Apply.
STEP 5. “Get latest cart” node
(In this node, the contact's latest purchased cart will be retrieved.)
19. Click (Edit node settings) on the “Get latest cart” node.
20. Under Select the cart status, select the “Purchased” option from the dropdown.
21. Click Apply.
STEP 6. “Wait” node
(In this node, the workflow will wait before continuing.)
22. Click (Edit node settings) on the “Wait” node.
23. Under Define the waiting time, select "Until a date from imported data" and enter "On form submission > fecha_recordatorio_compra." "fecha_recordatorio_compra" refers to the name of the submitted form field.
24. Under Modify the waiting time, click "Based on imported data" and enter "8" Hours later.
25. Click Apply.
STEP 7. “Send email” node
(In this node, the email containing the restock products will be sent.)
26. Click (Edit node settings) on the “Send email” node.
27. Under Limitations, clear the "Limit per contact" checkbox.
28. Under Settings, select the email you want to send and click Next .
29. Under Send to, select "Contact."
30. Select the email type "Newsletter."
31. Configure the "Send to contact" parameters section.
32. Under Google Analytics, click "Enable Google Analytics" and then click Next .
33. Click Apply.
Success!
Your workflow for setting up a restock request is now ready.
Do you still have unanswered questions?
Remember that our Connectif specialists are available to help you. To contact them, simply open a ticket with Support by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend continuing with the following articles:
Abandoned cart recovery, to send an abandoned cart email to contacts who abandon one on the website.
Cross-selling, to display a banner featuring products related to the ones most recently purchased.
Product page recommender, to display products recommended for the product being viewed on the product page.
Best-seller recommender on the product page, to display the best-selling products on the product page.