Auto-segment & engage with newly created customers

Segment customers immediately after they’ve created an account based on custom signup fields and engage with each groups automatically.

Review:

When your business offers products to many types of customers, you’ll want to classify them as newly created shoppers immediately after they’ve signed up on your store; furthermore, sending customized emails to each group via MailChimp as a first engagement. Later, you wish to migrate these customers to the normal customer segment to align corresponding marketing content with them. Just by following this workflow, you’ll be able to execute those tasks in no time.

segment_engage_customer_management_BigCommerce

Shapes used this journey

Trigger
Customer Created

When a customer register on your eCommerce site, you might want to add them to a group. Atom8 can help your system do that automatically with this condition. Their email can be auto-added to your marketing list with an integration.

Condition
If customers registered as Group A/ Group B

You can create custom fields to classify customers right from the registration step. Then, you can use these fields as a filter to segment further. For example, assigning groups, apply price lists, offer discounts, and many more.

Action
Wait for predefined hours

You can pre-define a delay between actions anywhere within a workflow. Specifically, a delay can be minutes, hours, or days.

Assign customer to a group

Automatically assign new customers to a pre-created group. You can create and manage these groups in Customers/Customer groups.

Send email to customer via MailChimp

In order to perform this action, you need to finish integration with your Mailchimp account first. Atom8 will provide the options to choose from your list of templates, fill in subjects, sender email, and name.

Assign customer to a group

You can set conditions and triggers to assign customers to a certain group right after registration. Then, you can add a delay step and check after a while if the customer is now qualified for other groups.

About Atom8 – Commerce Automation Platform

Automation is among the greatest tools available to achieve optimal operational efficiency and unlock the break-through growth for any online store. Atom8 is built to enable 70,000+ current, and all new BigCommerce merchants to level up their stores by removing manual functions, helping store owners optimize costs, drive more sales, and increase customer satisfaction.

I was blown away by how useful Atom8 is for online merchants. It really helps them level up their online stores.
Brent Bellm CEO BigCommerce

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