Why You’d Use This
Identify contacts who have purchased the same plan multiple times in a given time frame. This can be utilized to target clients for upsells to a higher frequency plan. In our example, the automation will send to any client who has purchased the 5 Pack at least twice in the last thirty days.
🔍 What It Does
This condition identifies new and repeat purchases within a timeframe you choose.
It helps you build audiences for targeted marketing messages.
Send targeted messages based on purchase activity to welcome new clients and upsell repeat purchasers.
📋 Condition Rules
Here’s what to know about this condition so you can use it confidently:
Only includes purchases made in Walla and doesn’t include any migrated plans
⚙️ Condition Drill-Down Options
Use the following drill-downs to customize who gets included. You can combine these to build highly targeted audience conditions.
⚙️ Condition drill-down: Plan purchased
Choose which plans to include:
Any Plan - Find contacts who purchased any plan.
Specific Plan(s) - Select one or more plans to track purchases.
⚙️ Condition drill-down: Number of Times Purchased
Choose how many times the plan was purchased:
None - Never purchased the selected plans.
Exactly - Purchased an exact number of times.
More than or equal to - Purchased at least a set number of times.
⚙️ Condition drill-down: Timeframe
Choose when the purchase occurred:
All time - Identify contacts who have made a purchase at any point in time.
Relative to - Identify contacts who have made a purchase within a specified time frame relative to today with the following options:
More than or equal to – Find purchases made at least X days ago.
Within the last (and including) – Find purchases within a recent time window.
Exactly – Find purchases that happened exactly X days ago.
Specific Dates: Targets purchases in a custom date range with the following options:
On or before – Purchases made up to a certain date.
On or after – Purchases made starting from a certain date.
Between (and including) – Purchases within a start and end date.
💡 Practical Use Cases
Learn how to use the Marketing Suite with these practical applications! Use these examples to see how this condition works in real scenarios. Add additional conditions to make the automation more personalized.
Purchased Plan Specific Number of Times in a Timeframe
This setup finds clients who bought a specific plan multiple times within a timeframe.
How it works:
The condition identifies anyone who has purchased the plan at least twice within the last 30 days
When it sends:
Sends within two hours of the plan being purchased or to anyone who already qualifies when automation is turned on
If purchased during Do not disturb hours SMS will send when Do not disturb hours lift
Example:
Send an automation to any client who purchased the 5 Pack at least twice in the last 30 days.
Example:
Select custom date ranges to fit your campaign. Send an automation to any client who purchased the 5 Pack at least twice between 5/1/2025 and 5/31/2025.
First Purchase of a Specific Plan
This setup finds clients who just bought their first Membership.
How it works:
The first condition identifies anyone who has purchased exactly once.
The second condition filters to those who purchased today.
When it sends:
Sends within two hours of the plan being purchased
If purchased during Do not disturb hours SMS will send when Do not disturb hours lift
Example:
This setup finds clients who bought a plan for the first time and sends a message right after the purchase.
✉️ Remember, clients must be opted in to marketing communications in order to receive an automation.