How it works
Follow these 4 simple steps to start tracking your repeat customers directly in order notes
Order Created
Order Created
Retrieve Customer
Retrieve Customer
Filter: Check order count
Filter: Check order count
Update Order Notes
Update Order Notes
Make it your own
Customize this workflow even further:
Add customer tags based on order frequency
Tag customers as "VIP," "Returning," or "First-time" based on their order count to create targeted marketing segments and personalized experiences.
Send personalized thank you messages
Connect email or SMS steps to send different messages to first-time buyers versus repeat customers, acknowledging their loyalty with special offers or content.
Store customer insights in a database
Save detailed customer order patterns, purchase frequency, and lifetime value data in MESA tables for advanced reporting and trend analysis.
Create alerts for high-value repeat customers
Set up notifications to your team when customers with 10+ orders place new purchases, so you can provide white-glove service to your most valuable customers.
Frequently asked questions
Will this show the order count before or after the current purchase?
The workflow shows the total order count including the current purchase. So if someone is placing their 3rd order, the note will read "Customer's 3 order" reflecting their complete order history with your store.
What happens if I already have notes on an order when this runs?
The customer order count gets appended to existing notes rather than replacing them. Your manual notes will remain intact, and the order count information will be added at the end.
Can I customize what information gets added to the order notes?
Yes, you can modify the "Update Order Notes" step to include additional customer details like their account creation date, total spend, or average order value by editing the note template.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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