Celebration cake reminders¶

Birthdays and anniversaries come round every year, and a customer who ordered a cake once will usually order again if they are reminded in time to do it.

The Celebration cake reminders workflow on the canvas: One week before, then Email the offer, then Wait 4 days, then Last-call text, then Tell the shop

Before you start¶

A date custom field on the client holding the celebration date

The workflow¶

Step	Task	Type	What it does
1	One week before	Date Trigger	Starts for each customer a week before the date
2	Email the offer	Email	Emails the offer
3	Wait 4 days	Delay	Waits four days
4	Last-call text	SMS	Texts a last call before the ordering cut-off
5	Tell the shop	Workflow Note	Leaves a note on the client so the shop honours the offer

About the variables

Values such as {{task_36361_…}} carry the number of the task they come from, so yours will differ. Do not type them: click into a field and pick the value from an earlier task.

1. One week before¶

Task: Date Trigger. Starts for each customer a week before the date.

Field	Set it to
Date Field	Your date field
Interval	`7`
Unit	`Days`
Time of Day (UTC)	`14:00 UTC`

2. Email the offer¶

Task: Email. Emails the offer.

Field	Set it to
Outgoing Email User	Wendy Darling
Client	`{{task_36361_client_id}}`
To	`{{all_contacts}}`
Subject	`Shall we bake for the big day?`

Body

Hi {{task_36361_first_name}},

A little bird told us there is something to celebrate on {{task_36361_schedule}}.

Order a celebration cake this week and we will add six cupcakes on the house. Reply to this email with the flavour and how many people you are feeding.

The Neverland Bakery

3. Wait 4 days¶

Task: Delay. Waits four days.

Field	Set it to
Delay Type	`Specified Time`
Days	`4`

4. Last-call text¶

Task: SMS. Texts a last call before the ordering cut-off.

The SMS task named Last-call text, opened to its settings

Field	Set it to
Client	`{{task_36361_client_id}}`
To (phone number)	`{{all_contacts}}`

Message

Hi {{task_36361_first_name}}, last call for celebration cakes: order by tomorrow noon for {{task_36361_schedule}}. Reply here to order.

5. Tell the shop¶

Task: Workflow Note. Leaves a note on the client so the shop honours the offer.

Field	Set it to
Action	`Create Note`
Client ID	`{{task_36361_client_id}}`
Note Type	`Note`
Priority	`Low`
Due Date	`Now`
Tag Users	Tinker Bell
Mark above users as	`Done`
Message	`Celebration offer sent (cake plus six cupcakes). If they order, add the cupcakes to the ticket.`

Make it yours¶

Change the offer in both messages.
Add an If Statement on a "marketing opt-in" custom field before the first message.