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Hello,

I’m setting up a post-purchase flow for a client for when their customer buys a certain product (in this case it’s a build-your-own sample set of perfumes). I want the first email to send immediately after buying one of the sets, and then I want the second email to send the day after the order ships (or is marked “fulfilled” in shopify, which usually signifies that a shipping label was created).

The first email is set up with a trigger to send immediately after someone purchases that specific product. From there, my question is: would it be cleaner to set up a second flow that triggers when “order is fulfilled” for that specific product, or should I add a conditional split to the first flow, basically checking to see if the order was fulfilled before sending the second email? 

When trying to set up the latter scenario, the issue I’m running into is having to set a specific time frame, such as “order fulfilled for X product within X days” in order to qualify the profile to move down the flow and thus receive the second email. Would I just set this to something like 14 days, assuming all orders will ship during that time frame? 

The second issue if going this route is then, if someone does not meet the criteria at that conditional split (ie. order not fulfilled yet), I’d have to set up a time delay, such as wait another day, then do another conditional split (check to see if now the order has been fulfilled), and again, if not, I’d have to add another time delay, and then another conditional split. And on and on, until perhaps 14 days post-purchase, again assuming all orders always ships within that time frame. Seems unnecessarily complex, right?

Are there any downfalls or holes in my logic if I just create two flows: 1 triggered by X product purchased, and then another by X product order fulfilled? In other words, are there any scenarios I’m not thinking of where a customer could enter the first flow right after completing their purchase, but then somehow bypass the second flow triggered by order fulfillment? It seems like such an obvious/easy solution, which is why I’m second guessing myself.

And, alternatively, if I use one flow with the series of conditional splits and publish that, could it possibly pull in customer who purchased the product, let’s say 14 days ago, but their order already shipped and arrived? Or would it exclude them automatically because the very first trigger is purchased X product? 

Thank you in advance! 

Jess

 

 

Welcome to the community @Jdudley227 

To summarise:

  • A customer places an order for a build-your-own sample set of perfumes
  • The customer receives an email immediately after order placement
  • When the order is flagged as fulfilled, i.e. shipped, the customer receives a 2nd email.

If that is the case, I would create two flows: one with a placed order trigger and one with a fulfilled trigger. That way, the timing of both emails is tied to the trigger event. 

  • Placed order flow with a trigger filter of contains the sample set. That sends the email immediately
  • Fulfilled flow with a trigger filter of contains the sample set. That has a time delay before the (2nd) email is sent. The delay chosen would depend on whether that email is to be sent to notify them that delivery is due, i.e., before or after they receive it. If the latter, it will depend on the expected time from fulfilment to when they receive their order.

A possible consideration with metric-triggered flows is that customers will enter the first flow each time they place an order for the sample set, and the 2nd flow when that order is marked as fulfilled. Unless you add some profile filters.

Does that help?

Regards

Andy


Yes, this is helpful! Thank you so much!


Pleased to be of help @Jdudley227 !

Regards

Andy


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