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I am working on flows to send email reminders to our Wholesale Partners. They sign an agreement, which I have created a profile property for, then are required an initial and annual order minimum. The flow I am having trouble with is for the annual order reminders. 

Wholesale Partners sign the agreement then complete an initial order which covers them for the first full year, then they are required a order value minimum for the next year.

I currently have the trigger set as fulfilled order and the profile filters as

  • User Role equals Wholesale Premier Distributor
  • and
  • Purchaser equals Yes
  • and
  • Agreement Signed is at least 730 day sago
  • and
  • Fulfilled Order Value is at least 500 in the last 365 days

You're close! Here's how to fix it in simple terms:

Problem:

  • Your flow only triggers when someone orders, but you want to remind those who haven't met the $500 annual spend.

  • You're checking if they have spent $500, but you should check if they haven’t.

  • "730 days ago" might skip people who are just now hitting their 1-year mark.

Fix:

Trigger:
Use the date they signed the agreement → set to trigger 1 year later.

Filters:

  • Role = Wholesale Premier Distributor

  • Purchaser = Yes

  • Order value in last 365 days is less than $500

This way, you catch partners who haven’t ordered enough in their second year.

Let me know your email platform if you need exact steps.