How To Message Non-Customers Manually

It's a great idea to message customers who haven't ordered from you yet once a week, pushing them to order. There are two ways you can do this.

Video Overview:

How to send a message to non-customers automatically:

Step 1: Sending a weekly text to *all* the customers who have never ordered from you.

  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 "+ Has paid you X times", then put "0" in the "Has paid you X times" box, and click Add Condition"
      1. This is basically saying: "We will run this rule for the contact, IF the contact has never paid you before."
    4. Now, you should be looking at all of the THEN's.
    5. Find and click on the "Send Message" THEN, then put the message you'd like to go out to the customer in the box and click "Save".
      1. We recommend something like, "Hey, {{{first_name}}}, we noticed you still haven't checked out with us. Use the code 10FIRST for $10 off your first order! "
  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.
  6. In "Send Frequency", choose "Weekly".
  7. Click "Save".
  8. You should now see the pending rule set to execute in the list of scheduled actions under your account.

Step 2 (optional): Adding another IF in order to not opt contacts out of the message above.

So now that your scheduled weekly rule is set up, what happens if you don't want certain contacts to receive that message? The easiest thing to do is add an "exclude-from-followup" tag (you can name this whatever you'd like) to the customer. And then, you can add an IF to checks to make sure the customer DOES NOT HAVE the "exclude-from-followup" tag.

  1. First, here is how you add tags to customers. You'll want to add this tag now - and in the future - to any contact who you don't want to get the message above.
  2. Then, go to the Dashboard -> Scheduled tab, and find the scheduled rule that you created above. Click "Edit" on the right hand side.
  3. In the far-right corner of the "rule" box, click the dropdown and choose "Ifs"
  4. Click "+ Add User Has This Tag"
  5. Put "exclude-from-followup" in the box (or whatever tag you're using), and check the "True on Reverse" checkbox on the right side.
  6. Then, click "Add Condition".
  7. Now you're all set! This means the rule is now looking to make sure that BOTH the contact has never ordered from you before and also that the contact DOES NOT HAVE the "exclude-from-followup" tag.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us