Hello Make community! I hope you’re all doing well. I’m reaching out for guidance on an automation scenario for my business, and I could use your expertise. Here’s a snapshot of what I’m working on:
I manage a Google Sheets database with customer details, including names, emails, account types, and expiration dates. My objective is to automate the process of sending expiration reminder emails to customers whose accounts are set to expire in the next 15 days. Additionally, I’d like to implement a conditional check: If a customer confirms their order (particularly in Shopify), I want to halt the email sequence. However, if they haven’t confirmed their order, I want to send them a reminder email before 7 days of the expiration date.
I’ve successfully set up the expiration date email trigger, but I’m seeking ideas or solutions on how to check if the customer has confirmed their order in Shopify before proceeding with the second email. Any insights or examples from your experiences would be highly appreciated. Thank you in advance for your assistance!
For finding out if that specific customer has placed the order or not, you can try to use the " Search for Customer " module to search for orders that match the clients name/email/phone number or any other relatable field to that client.
And then use the " Search for Orders " click on show advanced settings and then use the Customer ID field to search orders for that customer.
Could you help me for this also when I set up the " search for order " , I want to check if they confirm or not , to send them the second email before 7 days , could you check if that correct:
