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We are trying to automate an SMS reminder to all customers who have not placed their weekly order by the order cut off deadline. 

Background

New menu released = Monday/Tuesday

Order deadline = Thursday 1.pm. 

Surplus item sales (one-off sale day) = Saturday

 

What I am really trying to achieve is send an SMS to everyone that has consented, but has not placed an order in the Mon/Tues - Thursday window. Even when I back populate this, it only adds a handful of people.

The biggest problem I see is that placing an order is required to enter the flow. So, theoretically, if week 1 we have 100 customers order, on week 2 only customers from this population who don’t place an order will get the SMS (where we are actually trying to send it to everyone who has consented and not ordered).  I figured back populating would solve this, but it does not. 

I’m at a loss for how to automate this. We’ve been doing it manually with campaigns/segments, but with Klaviyo segments updating only every 24 hours, some people who have already ordered for the week still get the SMS reminder telling them to order. 

 

 

 

Hi @VinnieT, welcome to the Community!

From your post, it sounds like you want to create a flow that sends an SMS to existing customers who have not placed a repeat order, on a weekly basis. If I misunderstand, please let me know. 

There are a couple of problems that will make this flow technically difficult. At this time, Klaviyo cannot filter by time or date of an event, so there is no way to restrict messages to profiles who did not order on specific days of the week, which appears necessary for your cutoff.

Though the time delay can be configured to wait for a certain time of day and day of the week to send the message, it won’t always result in a weekly SMS for your customers. 

For example, as you have it in your screenshot with a 0 day delay on Thursday at 12:30 pm, someone could place an order on Wednesday, and if they do not place another order by Thursday at 12:30 they will receive your SMS only one day after placing their order.

If you used a 7 day delay to ensure a week went by, they would only receive it if they don’t place an order in those seven days. However if someone orders on a Saturday, the message would not send until the next Thursday after 7 days had passed. In other words they would go without a message for 12 days.  

 

It sounds like your product is recurring, so if you have not already, it may be worth it to consider a subscription payment partner such as Recharge or Recurly, depending on your ecommerce platform. This would change your business model from an “opt-in” to “Opt-out” model, but you would be able to send your customers sms reminders about their upcoming renewal if they need to make adjustments. 

I hope this was helpful, and if I misunderstood the context of your flow, please let me know!


Thanks for the in-depth response, Julia! 

It isn’t a recurring product. We are a meal-prep company with a new menu of various items every week. We do not offer subscriptions yet, so customers may order at will. 

So does it make sense to just keep using campaigns, even though it’s manual? 

How we’re doing that is using a segment of those that haven’t ordered in the previous 4 days, and we send it out on Thursday at 12:30 (covering Monday-Thursday). My only problem is that the frequency at which Segments update, some people are getting the message when they shouldn’t. I had one instance this past week where someone that should have gotten it didn’t (that didn’t make sense to me since they should have been in the segment already. We make sure the owner and me are in the segment so we can ensure SMS deliverability, although we don’t ever “order”). 

Hope that all made sense and again, thanks for your help! 


Thanks for the in-depth response, Julia! 

It isn’t a recurring product. We are a meal-prep company with a new menu of various items every week. We do not offer subscriptions yet, so customers may order at will. 

So does it make sense to just keep using campaigns, even though it’s manual? 

How we’re doing that is using a segment of those that haven’t ordered in the previous 4 days, and we send it out on Thursday at 12:30 (covering Monday-Thursday). My only problem is that the frequency at which Segments update, some people are getting the message when they shouldn’t. I had one instance this past week where someone that should have gotten it didn’t (that didn’t make sense to me since they should have been in the segment already. We make sure the owner and me are in the segment so we can ensure SMS deliverability, although we don’t ever “order”). 

Hope that all made sense and again, thanks for your help! 

Hello Vinnie,

I wanted to ask if you had ever found a work around for the reminder SMS.  I can see this is an old thread but wanted to ask as i am in the same boat at the moment.  i want to send to ppl that have not ordered on Thursday also especially ones that have not ordered from previous week.  

Cheers,

R Falcon


Hi ​@R Falcon

Since you’re in the same situation and this is not related to a subscription product, my suggestion would be to use campaigns.

Though they are more manual, it sounds like your audience each week would be the same: “people who have consented to receive SMS and have not placed an order in the previous week”. You may want to add a requirement that they have also placed at least 1 order in the past, so this set of campaigns would be focused on retaining existing customers, and you could target people who have not ordered before with a different message to drive a first order. Totally up to you on that part though. 

Since you would be using the same message and the same segment (which will continue to update on it’s own) you could clone and schedule your campaign for the next month or quarter, you’ll just need to remember what the last date you scheduled is. I know it’s not ideal, but I hope this makes it easier to manage. 

I also suggest selecting the Determine recipients at send time option when scheduling your campaign, if possible. This will ensure the segment is as accurate as possible, especially if you choose to schedule campaigns multiple weeks into the future. 

I hope this helps!


Thank you ​@Julia.LiMarzi 

To clarify my goals, I’m aiming to create a consistent and engaging communication flow with my customers using Klaviyo. My plan involves sending two types of SMS and email campaigns each week—one on Monday and another on Thursday—tailored to different segments of my audience:

  • Monday Campaign: This goes out to all subscribers who have opted into SMS or email. The message will feature an MMS showcasing our new weekly menu offerings, letting customers know they’re in stock and ready for purchase.

  • Thursday Campaign: This is a reminder for customers who haven’t placed an order by 6 PM that week. It will exclude those who have already ordered, focusing instead on encouraging others to make their purchase before the week closes.

I appreciate the advice about using campaigns instead of flows, given my non-subscription-based product, and leveraging dynamic segments like “subscribers who haven’t ordered in the last week” to automate targeting. Adding the requirement for at least one past order is a great idea for retention, while new customers could receive a separate campaign to drive first-time purchases.

To keep this manageable:

  • I plan to use the Determine recipients at send time option to ensure my segments are up-to-date.
  • I’ll clone and schedule campaigns in advance, tracking the last scheduled dates to maintain consistency.

If there are any other tips or tools within Klaviyo that could help streamline this process or improve the overall strategy, I’d greatly appreciate the input. Thanks in advance!


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