CareCloud CDP Tips & Tricks
Discover 3 Overlooked Automations to Supercharge Revenue
By Jan Doleček / 30. 1. 2025 / Tips & Tricks / Automation, E-commerce, Retail
Extra profit sounds nice, especially if you won’t have to work for it. Current marketing technology allows you to set up various automations that reduce workload and engage customers. Discover some of the underestimated automation workflows to drive revenue, CLV, or purchase frequency.
EXPAND AUTOMATION
All automations can be profitable, no matter how rare. You have the abandoned cart notification, the onboarding, and the purchase follow-up, but there are loads more options to explore.
With adequate tools, automation can react to almost any customer event. Use that to your advantage and expand your workflows with underestimated and underappreciated automations. They allow you to boost major KPIs such as conversion, CLV, and purchase frequency.
REPEATED PURCHASE
This workflow delivers the perfect solution for retailers dealing with repeatedly purchased goods such as fitness supplements, cosmetics, or pet food. Since the product likely lasts for a set amount of time, you can notify customers to resupply. The automation highly increases the probability of customers buying from you, racking up their purchase frequency and CLV.
Say a customer buys 90 vitamin C pills in a pack. Since the recommended dose is one a day, you can set the workflow to initiate 80 days after the purchase. Send a reminder with a clear CTA and a link straight to the product.
If the customer does not react immediately, add another message after three days with 10% off on another package. To increase the chance the customer will react, you can try sending messages on other channels such as SMS, Viber, or push notifications. The customer will appreciate your care and will buy from you regularly.
ABANDONED CHECKOUT
The buyer journey has many steps you can capitalize on. The checkout process is as crucial as it is problematic: the customer must fill in the shipping, payment, and voucher information. All it takes is a small distraction, and customers abandon the purchase. Make abandoned checkout notifications into a smart and profitable automation. Personalize the communication to engage customers on a deeper level.
The automation will notify customers of their unfinished checkout process. In case of customer inaction, send another email after 23 hours and finally the last one two days after. Use RFM segmentation and information about the cart’s volume to decide whether the automation triggers. If the customer falls in the Cannot Lose Them segment, you can choose to forego one-time profit for their retention. They will be worth it.
If the order is large and worth fighting for, you can apply creative tactics – entice potential customers with a discount, free shipping (for first-time buyers), or a gift. As before, employ SMS or other channels so the message goes through.
PRICE DROP AUTOMATION
Even when the abandoned cart or checkout fails, there is still a solution. Inform your customers about the price drop of a product they had in the cart or on their favorite list. This will keep their interest alive and refresh their desires down the line.
Have the workflow trigger only for unique/pricier products, which would secure customer’s interest and loyalty. If the product has a higher margin or the customer is valuable to the brand (based on CLV, AOV, etc.), offer free shipping or a complimentary gift. Besides email, consider push notifications: they are perfect for short, snappy messages like “price-drop.”
CARECLOUD GETS YOUR AUTOMATION IN ORDER
Setting these workflows gets easy once you have the proper tool. CDP & CRM CareCloud offers Marketing Automation as part of its app roster. You can design custom workflows that react to virtually any customer’s action, be it transaction, website browsing, technical support communication, or even in-store interaction.
Also, you can employ out-of-the-box workflows that get you going quickly. Use them as the ideal starting point; design your own brand-specific automation scenarios. Additionally, use CareCloud’s Analysis & Reporting to consult the successes and shortcomings of your marketing endeavors. Free yourself from the repetitive (yet important) work and optimize your content. CareCloud has got you covered.
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