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Customer Automations

To avoid repeat requests and confusion, we’ve created forms to help automate customer actions throughout our journey.

Once a customer completes the form(s) we receive a message on slack in different channels.

The following will be a breakdown of the responses we receive in each channel and what to do.

#TIKTOK-REVIEWS

This is customers who have completed a review of our products in exchange for a free refill!
Simply find the customer on shopify based on their name, email and create an order of BLADES + PRE-SHAVE PLAN to them for $0.00.
Begin with the slack channel and copy name
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2. Search for them on Shopify in Customers and click

Screenshot 2024-04-01 at 5.08.20 PM.png
3. Click create order
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4. Select this exact product (Blades + Pre-Shave Plan $12.99)
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5. Create discount for 100% off
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6. Mark as paid
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7. Check off on slack
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#AMAZON-REVIEW


#CUSTOMIZE-SUBSCRIPTION

This is for customers that would like to adjust their subscription, and they have an upcoming charge coming up.
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The customization they select is apparent in the slack response, for the above example this customer would like to switch to a bi-monthly plan, billed and shipped every 2 months (frequency = 2). You would make this switch and push their next refill by 30 days.

Other customizations to keep in mind:
Pushing by x days : simply move the subscription by the requested days
Switch to a monthly plan (currently on quarterly): Swap the product to Blades + Pre-Shave Plan (SKU: DTC-RMMW-001), and ensure frequency is 1, quantity is 1, and price is $12.99. Next refill should be 30 days from their starter kit purchase.
Screenshot 2024-03-25 at 2.23.51 PM.png

Switch to a Quarterly plan (currently on monthly):
Swap the product to Blades + Pre-Shave Plan - Quarterly (SKU: DTC-RMMW-Q), and ensure frequency is 3, quantity is 1, and price is $35.97. Next refill should be 30 days from their starter kit purchase.
Screenshot 2024-03-25 at 2.32.35 PM.png

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