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Customer experience | Sales, Customer Insights,...
Answered

Reorder reminder email: Ensuring emails don't get sent twice or more.

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Posted on by User Group Leader

Hello everyone,

I have an re-order reminder email setup in a  Dynamic Customer Journey that is set to go to anyone that has a "last order" older than 10 months.

  • One thing I want to ensure is that they don't get multiple reorder reminds. The way I set it up it wont do that I think.
  • Once they place an order, I'd like to have that timer count down again. I believe the way this is setup it will work that way. (Looking for confirmation or what to make sure is checked off or selected)
  • Setting it up as a reoccurring journey, is there a way to do it so it would send the email yearly if they don't reorder?

If someone can assist me with the above or let me know what I need to explain better in order to get an answer, that would be greatly apricated. 

  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi,

    Please create a dynamic segment to filter out the contacts who have received the email. 

    Ref: Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs

    It would be something like:

    Image

    After going live the segment, when you created a new journey, you can set the segment as the exclusion audience.

    For example:

    Image

    It allows to ensure that the received ones will not be delivered again.

  • ThomasHyb Profile Picture
    User Group Leader on at

    That is helpful. Thank you.

    One other part to this is that I would like this to be a yearly email assuming there isn't a reorder.

    This solves the getting the email twice which was the main thing, but is there a "relative date" time stamp setting? Rather than just the "Actual Date" or "Partial Date" options? I'd like to send this out yearly if there is no reorder.

  • Verified answer
    Nya Profile Picture
    29,064 on at

    Hi,

    I assume that you'd like to set a time period condition on this filter, right?

    If yes, you can set the segment as the following screenshot.

    pastedimage1633309890400v1.png

    It allows to filter out the contacts who received the email in the last one year.

  • ThomasHyb Profile Picture
    User Group Leader on at

    I think that will work! Thank you!

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