Emailing customers on the anniversary of their first order
Send your customers a personalized email each year on the anniversary of their first order — a great way to nurture loyalty, celebrate their relationship with your brand, and encourage repeat purchases.
Create a Customer automation
Navigate to Engage → Automations and click New Automation. Choose Customer automation. See Building an Automation for a full walkthrough.
Configure the audience
In step two, add a filter for First Ordered → anniversary → is today. Then add a second filter for First Ordered → over → 1 days ago — this prevents the email from going to customers who placed their very first order today.
⚠️ If you don't want this automation being sent to customers who first ordered on the anniversary date, but their 1st anniversary was last year or the year before, etc – you would add a third filter for First Ordered → in the past → 13 months.
Customize your email
Design the email using the Email Builder. Optionally add a dynamic coupon — see Engage Discounts & Coupons.
Configure yearly sending
In Extra Settings, check Send automation multiple times to send every year on the anniversary. Leave unchecked to send only once.
Activate
Click Activate. See Automation Activation for details on sending options.