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Track Customer Order Frequency. Ability to place rules based on a customer's order

Track Customer Order Frequency. Have the ability to place rules, report on the number of orders a customer has placed. For example: Joe has placed 3 orders, he receives a free gift. Adding a step to that, the frequency a particular item/sku gets ordered.

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livebrands shared this idea  ·   ·  Admin →
under review  ·  AdminShipStation (Product Owner, ShipStation) responded  · 

Hi @everyone!

Thank you for your feedback on this idea and letting us know how you would use tagging/rules to identify those repeat or first time customers- your use cases for this feature really help us shape how it would best fit into your workflow. Please keep commenting if you have new ideas so that we can best design this feature with your needs in mind. Our product team is still reviewing this idea and we’ll let you know once a decision has been made.

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66 comments

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  • Ana Dee The Moon Cult commented  · 

    PLEASE ADD THIS - this would bypass our automation by flow if the customer is a repeater.. plus help us to determine which gift to add to order.

  • catcrash commented  · 

    Why havent you guys moved on this to create a column to just put a star next to an order to indicate there are previous orders from that customer. Having to hover over the name is a paid in the butt.

  • Ian Gann Double Helix Water, Inc. commented  · 

    I would love love LOVE to have a way to track new customers. So every month I get a list of new customers who have ordered and maybe what they order as well.

  • WSTSales commented  · 

    We would like to give our first-time customers a little gift within their shipment. We need a way for ShipStation to flag a customer as a "First Time Purchaser" at our website.

  • VF Supply Co LLC ChalkPro Products commented  · 

    Seeing as how the info for repeat customers already exists I cannot imagine it would be too difficult to implement a sorting feature or a tag for someone who has ordered previously. A lot of people have some very specific ideas on how to use this potential feature set, but all I'm looking for is a quick and easy way to identify repeat customers without having to hover over their name.

  • Katie Garcia Miss Moss Gifts commented  · 

    YES I NEED THIS! Even a simple star or similar icon next to the buyer name would be sufficient. Maybe with a hover to indicate how many times they've ordered.

  • Todd Tiemann Optimum Fun, LLC commented  · 

    As a simple first step, what if you just created a couple of [variables] we could use in our label templates?

    I would love to print things like [past_spend] or [customer_percentile] right in the margin of the shipping label half of our label pages (we use the pages with the perforated sticker label on one half and the packing slip on the bottom half. It would be simple to print some helpful information into the PDF right above that fold part, so we can see these details when we pick orders but those details will not be printed onto anything that goes to the customer since we tear that top half of the page off after we remove the shipping label sticker.

    We are going to start using a different e-commerce system that can populate the custom_field1 2 and 3 fields just so we can get this feature, but if it's already being "looked up" when we hover over fields, I just wish we had a few more template [variables] to use that could solve this for us without requiring much in the way of UI changes...

    Thanks!

  • Rafal Wlazlo refereestore.com commented  · 

    You already show frequency of customer orders but provided that we hover over customer name, which is extra steps to be done and is cumbersome in the end. Can you make it at least as a column optional where order total from their history with the store will be shown??

  • Catherine Gamroth caterpillargreen yarns commented  · 

    Commenting again to say I'd still like to see this as a feature. Including little extras in customers' orders is common for many of us, and being able to further customize their packages based on how well the customer knows us would make for an even better experience all around. For example, maybe I'd send first time customers a "getting to know us" postcard, or a small gift for customers making their third purchase. It would also be great to easily flag repeat customers who are making their first purchase in over a year, or who has spent a certain amount of money in the past two years.

    I'd like to be able to include different gifts/info/cards with a customer's order depending on how many times they've purchased from me. Also, being able to filter for e.g. repeat customers who are making their first purchase in over a year would be great.

  • AdminShipStation (Product Owner, ShipStation) commented  · 

    Hey @Cindy, thanks for checking in. We're still interested in this idea and would like to keep it open while we work on prioritizing it. In the meantime, can you tell us about what kinds of things you'd like to do when tracking your customers orders?

  • Alli Truttmann Wicked Sheets commented  · 

    I agree - this is a very needed feature. Even the ability to add a color coded tag (we do this with Amazon Prime orders for ease of prioritizing shipments) would be helpful as we could click to see the overall order total and previous purchases. Hovering is not enough.

  • Tiffany Todd Landec Corporation commented  · 

    This is VERY needed! We have customers that we mail food/meal orders to. We need to have the order frequency listed on the FedEx tracking label to identify which receipes/welcome materials will be sent to the customer.

  • Bradley Berzack Bambini commented  · 

    There should be red box on the Order Details page just like the mutlti QTY red box feature.

    It needs to light up on this page so its very clear that its a REPEAT customer.

  • NeuroGum, LLC NeuroGum, LLC commented  · 

    Hi -
    We would like to send our first time customers a welcome insert in their shipment, and would like a way for Shipstation to segment those customers (either via email or order quantities).

    Can this be implemented?

    Thanks,
    Kent

  • Tania Yan olive + piper commented  · 

    I agree that this feature is necessary. I'm super surprised it's not and has been pending for SO long!

  • Erik Mellon commented  · 

    any update on when this would be implemented? THis is a must have for us going forward and I really dont want to find another solution. Any ETA would buy me time. Thanks.

  • Nick May REMAY commented  · 

    It would cool if repeat customers were automatically tagged as they come in. Or if they had their own dashboard so we can easily get their information, and see average reorder frequency...

    Because currently, I have to hover my mouse over each customer name to see if it is a repeat, then tag them. The software seems to already know it is a repeat so if it could just put a little automatic tag it would help.

  • Erik Mellon commented  · 

    we also would love to have this.

  • David Lopez Pomade Club commented  · 

    When packing orders, it would be great to know how many orders the customer has placed in the last year or if the customer is a frequent customer at least. That way, we can add extra gifts, stickers, maybe a coupon card, etc to boost customer loyalty. It would be a nice personal touch the customer would love and make feel appreciated.

    The frequent customer can be represented by a number or badge/logo or maybe stars on the packing slip. This can also be accompanied by a message/note option. Something like "Thanks for ordering with us again, [customer name]!"

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