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How to Setup A ROLLER Non-Member to Member Upsell Automation in Patch

Objective

This SOP outlines the steps to set up the non-member membership upsell automation in Patch, ensuring effective communication with non-members who have made multiple purchases.

Key Steps

1. Start with the Trigger Block 0:00

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  • Begin the automation with a purple trigger block.

  • This automation will trigger when a non-member completes an Order Finished or Purchase.

2. Set Membership Status Filter 0:12

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  • Click on the trigger block to set the filter:

    • Ensure the Membership is empty or the Membership Status is not active.

3. Filter by Events Block 0:32

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  • Add a Filter by Events block to check the number of purchases:

    • Set it to look for orders made in the last 30 days.

    • Ensure the total event count is greater than or equal to 3.

4. Configure Email and SMS Sequence 0:57

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  • Set up a series of communications:

    • 3 Emails spaced out over 1.5 weeks:

      • First email immediately after the trigger.

      • Second email 5 days later.

      • Third email 5 days after the second.

    • 2 SMS messages:

      • First SMS 1 day after the trigger.

      • Second SMS 5 days after the first SMS.

5. Adjust Delays and Messages 1:34

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  • Click on each message to adjust the timing:

    • Change the time frame for delays if needed.

    • Add or delete messages based on your strategy.

6. Eject Flow for New Members 1:49

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  • Include an Eject Flow round:

    • This will remove users from the automation if they start a membership during the process.

7. Review and Enable Automation 2:04

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  • Before enabling the automation:

    • Consider having a second set of eyes review your setup.

    • Reach out to your customer success rep or onboarding manager for assistance.

Cautionary Notes

  • Ensure that the filters are set correctly to avoid sending messages to active members.

  • Double-check the timing of emails and SMS to ensure they align with your marketing strategy.

Tips for Efficiency

  • Use templates for emails and SMS to save time.

  • Regularly review the performance of the automation to make necessary adjustments.

Link to Loom

https://loom.com/share/737e642ea9ab40af97861d08b1b3b493