+2
I'm building a purchase anniversary flow and want to include a personalized recap in the email with the following data:
What's the best way to pull this historical customer data into the email template?
Best answer by Byrne C
Hi
The best way to do this would actually be to build a flow triggered by Placed Order, rather than a date property, like “first purchase anniversary”. Reason being that you can’t reference data from events in flows triggered by date properties - If you’re looking to include the product name and amount spent, you’ll need to have Placed Order as the trigger, so you can use data from that Placed Order event.
To set this up, create a flow triggered by Placed Order, and under it, a conditional split that checks if “Person has placed order equals 1 over all time”. Only people who have ordered once will go down the YES path of the conditional split. Under the YES path, have a 365 day time delay, and then add your email. You should be able to pull the date of the order and name of the product pretty easily from the event data, but we unfortunately don’t have a simple way to pull total amount spent, or number of orders. To do this, you’d likely want to set up an Update Profile API call that creates or update a profile property with their revenue, or number of orders. If you set something up like this, you could reference the profile property in the email!
Let me know if this process makes sense, or if you have any additional questions.
+29Hi
The best way to do this would actually be to build a flow triggered by Placed Order, rather than a date property, like “first purchase anniversary”. Reason being that you can’t reference data from events in flows triggered by date properties - If you’re looking to include the product name and amount spent, you’ll need to have Placed Order as the trigger, so you can use data from that Placed Order event.
To set this up, create a flow triggered by Placed Order, and under it, a conditional split that checks if “Person has placed order equals 1 over all time”. Only people who have ordered once will go down the YES path of the conditional split. Under the YES path, have a 365 day time delay, and then add your email. You should be able to pull the date of the order and name of the product pretty easily from the event data, but we unfortunately don’t have a simple way to pull total amount spent, or number of orders. To do this, you’d likely want to set up an Update Profile API call that creates or update a profile property with their revenue, or number of orders. If you set something up like this, you could reference the profile property in the email!
Let me know if this process makes sense, or if you have any additional questions.
+2Thanks
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