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Marketing Automation scenarios in edrone
Marketing Automation scenarios in edrone

An overview of edrone's ready-to-go Marketing Automation scenarios

Wioleta Jednaka avatar
Written by Wioleta Jednaka
Updated over a week ago

In this article, you will learn about all of the ready-to-go Marketing Automation scenarios offered by edrone.

This is a brief overview of each of them!

Newsletter Subscription

In order to implement an Email Marketing strategy, you need two elements:

  1. A way to convert visitors into subscribers, which can be a regular form in a Landing Page, Web Layers or Pop-ups; and

  2. A way to effectively engage them with your messages.

The best way to do this is using edrone’s Newsletter Subscription Scenario.

Besides the two initial emails (confirmation and thank you), you can use this scenario to send up to four automated emails to new subscribers. Those messages might include some of your best content, more information about your store, a curated selection of products, or even discount coupons to convert new subscribers into paying customers.

How it works:

  1. A user subscribes to your newsletter (can be from Pop-up, Web Layer, or regular form).

  2. Then, the user receives a confirmation email (GDPR's double opt-in requirement).

  3. Once he/she opens the confirmation email and clicks on the confirmation button, a thank you message is automatically sent.

  4. Lastely, the user receives a sequence of up to four automated emails that you might use to walk him/her through the benefits of buying from your online store.

Good for: Converting new subscribers into paying customers, promoting content and campaigns.

Restore Customers

We all know it is much more expensive to acquire new customers than it is to engage with existing ones. However, apart from increasing how much your customers spend, you also want to accelerate how often they buy. A great way to achieve this is using the Restore Customers Scenario.

With it, you can engage with customers who haven't bought anything from your store for a long time, and also are not opening your regular newsletters.

How it works:

  1. The customer spends a given amount of time without visiting the website or opening regular newsletters (depends on scenario parameters).

  2. Then the customer gets an email with a reminder to come back and see what’s new — maybe (it's the store's choice) with a coupon).

  3. If the customer still doesn’t visit, the same message is sent a second time after another period.

Good for: Recovering almost lost customers, increasing purchase frequency.

Loyalty Program

The Loyalty Program Scenario is perfect for increasing the Average Retention Period (the average time between your customers' first and last orders). When done correctly, it can keep your customers buying from you for longer periods since the more they spend, the more incentives to come back they will receive.

The automation process:

  1. You determine your Loyalty Program parameters (value thresholds and rewards).

  2. When a customer makes a purchase, the system checks if they have crossed the next total order value threshold.

    1. If they did, they get the reward message.

    2. If they didn’t, they get a message showing the value that’s missing to reach the threshold.

... and this cycle continues until the customer reaches the last threshold you have set.

Good for: Increasing purchase frequency, maximizing customer lifespan.

NOTE: In the Loyalty Program scenario, the reward is always a discount coupon.

Refer-a-friend Program

Some say that "word of mouth" is the best form of advertising. That makes sense, as it is essentially free and can have exponential effects. That's why it's always a good idea to give your customers a little incentive to spread the word about your store. And edrone can help with that in a way that you, your customers, and their friends will all benefit from: the Refer-a-friend Program.

It's a simple, but incredibly powerful strategy to grow your revenue, expand your contact base, and increase customer satisfaction.

How it works:

  1. You send an email to your subscribers asking if they’d like to participate in the program.

  2. The customer gets a unique referrer link to your store which they can share with anyone.

    1. People who use the link to make a purchase will get a discount.

    2. Every time someone makes a purchase using that link, the referrer also gets a discount as a reward.

Good for: Attracting new customers, maximizing customer lifespan.

After Sale

Naturally, our ultimate goal is to increase sales, but a big part of that involves maintaining a good relationship with clients. Offering product recommendations, special sales and discount coupons are great ways to get clients into your sales funnel, but they also deserve attention throughout the sales process, including after they buy. And a happy customer is a recurring customer!

Using edrone's After Sale Scenario, you can send automated messages that are triggered after a purchase. You might want to take this opportunity to send a simple thank you note, a special gift (like a discount coupon for a future purchase), or your latest content.

How it works:

  1. A Customer makes a purchase.

  2. After a set amount of time (which the store determines), the customer gets an email with a thank you message plus content (about the purchased product) or product recommendations inviting him/her to purchase more products (now or in the near future)

Good for: Strengthening relationships, increasing purchase frequency.

Recover Abandoned Carts

Cart abandonment is probably one of the biggest challenges faced by online stores. In fact, carts are abandoned in over 88% of all online purchases, accounting for literally trillions of dollars in lost sales every year. This happens to all eCommerce operations, and to some degree, we must accept it as part of the business. But there are ways to win back many of these potential sales.

edrone's Recover Abandoned Cart Scenario effectively attracts customers back to a purchase they started and increases the chances they will complete it.

How it works:

  1. A customer leaves the store with items still in their cart.

  2. After a set amount of time (which the store determines), the customer gets an email and/or a SMS with a reminder to finish the order.

Good for: Recovering otherwise lost sales.

Viewed Products

Online shopping sessions are getting longer, sometimes spanning multiple visits. Customers will visit product pages multiple times to learn more about things they’re interested in. A consequence of this trend is the need to occasionally "remind" potential customers about what they were looking at after they visit your online store. edrone is here to help!

Using the Viewed Products Scenario, you can send automated reminders and personalized product suggestions to customers who have recently viewed products in your store.

How it works:

  1. A customer views products in your store (only view, opening the product's page — does not add it to the cart).

  2. Then he/she leaves the store without adding the product to the cart and, of course, not purchasing the product.

  3. After a set amount of time (which the store determines), the customer gets up to four emails with relevant product recommendations based on the products he viewed.

Good for: Converting visitors into customers, increasing purchase frequency.


When your customers make a purchase, that does not necessarily mean their shopping journey is over. With the right approach, you can turn a one-time purchase into a long-lasting relationship.

One of the most effective ways to do that is by sending cross-selling messages. That's what the Cross-selling Scenario does, sending product recommendations related to other products in which the customer has demonstrated an interest.

How it works:

  1. A customer who is interested in a particular product (for example, a coffee machine) will receive recommendations of complementary products (for example, coffee cups and specialty coffee beans).

  2. These recommendations are sent via email according to the rules set by the store for the specific trigger: product viewed, product added to the cart, or product purchased.

Good for: Increasing purchase frequency and value.


By collecting information about which products the customer has previously viewed, added to a cart or even bought, it's possible to gain an increasingly better understanding of their needs and interests, and recommend other products accordingly. That's what edrone's Recommend Scenario can do for your online store, automatically!

Our system collects data about each client and, using Machine Learning, determines the best product recommendations for clients with similar behaviors. This means that:

  1. The more data the store collects, the better the results will be over time; and

  2. The store can theoretically have as many different product recommendations as the number of clients. That's the true "segment-of-one" in action!

How it works:

  1. A customer views, adds to the cart and/or orders a product (depends on scenario parameters).

  2. After a set amount of time (which the store determines), the customer gets an email with personalized product recommendations.

Good for: Increasing order value, cross-selling.


What better way to deepen customer engagement than to reach out on their special day with a personalized offer with a proven track record of high open and click rates?

That’s exactly what you can do with edrone’s Birthday Scenario, which is an automatically generated audience-of-one campaign that adds a powerful tool to your marketing mix.

Customer dates of birth are a valuable piece of data that can be used for targeted, time-sensitive campaigns that always perform well.

How it works:

  1. The customer gets a special email on the occasion of his/her birthday (it can be up to three emails prior to the birthday and one on the big day, his/her birthday).

Good for: Increasing purchase frequency, strengthening relationship with customers.

Chat Subscription

You already know that having a chat on your website is a great way to improve your Customer Care efforts. But it can also help you increase your contact base!

With edrone's Chat Subscription Scenario, you can easily collect a customer's name and email while you have their attention.

How it works:

  1. A user subscribes to your newsletter via the chat widget.

  2. Then, the user receives a confirmation email (GDPR's double opt-in requirement).

  3. Once he/she opens the confirmation email and clicks on the confirmation button, a thank you message is automatically sent.

Good for: Converting new subscribers into paying customers.

Need more help?

If you have any further questions about edrone's Marketing Automation scenarios, please do not hesitate to contact us at

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