How to cancel active plans for customers who have skipped X amount of time

It's a great idea to periodically take customers off of your plans if they skip too many times in a row. This helps to keep your stores clean and the subscribers to each store active.

Steps to cancel active plans for customers who have skipped x number of times:

  1. Go to the Dashboard -> Scheduled
  2. Click "New Scheduled Rule"
  3. Create the IF's/THEN's for this rule.
    1. In the far-right corner of the "rule" box, click the dropdown and choose "Ifs"
    2. The rule box should open up and you should see a list of "Ifs"
    3. Find and click the IF called "+ Add Has Skipped X Times In A Row", then put "4" in the "Weeks in a row" box, and then click Add Condition"
    4. Now, you should be looking at all of the THEN's.
    5. Find and click on the "Cancel Active Plans" THEN, then click "Save".
  4. Check the box "Send to All Contacts" (since this is a rule, this means it will execute the rule against each of your contact's account with you - if they meet the criteria of the IF, then they'll receive the THEN action).
  5. In "When to Send", fill out a time of the first time you'd like to execute the rule for everyone.
    1. NOTE: for this rule, we recommend doing it before the end of your hard cutoff. This is because it takes the literal X most recent orders, so if you're into a new week, and the customer hasn't skipped yet, then the rule will fail as False.
  6. In "Send Frequency", choose an interval if you'd like this scheduled message to keep recurring.
  7. Click "Save".
  8. You should now see the pending rule set to execute in the list of scheduled actions under your account.
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