Order Count Events Documentation¶

Menu Location: Settings > Customer > Order Count Events

Access Level: Administrator and above

Last Updated: 2026-03-01

Overview¶

Order Count Events trigger automated actions when customers reach specific order milestones (e.g., 5th order, 10th order, 25th order). Use this to celebrate customer loyalty, send milestone rewards, apply automatic discounts, or trigger personalized outreach.

Primary Functions:

Define order milestone events
Trigger actions when customers reach milestones
Send automatic emails at order counts
Apply discount/credit rewards
Add customer tags at milestones
Track customer lifecycle progression

Page Layout¶

Add New Event Button
Events Table:
Order Count Trigger (e.g., 5, 10, 25)
Event Name
Action Type (Email, Credit, Tag, etc.)
Action Details
Active Status
Actions (Edit, Delete)

Creating Order Count Events¶

Configuration:

Order Count: When to trigger (e.g., 5 = trigger on 5th order)
Event Name: Internal reference (e.g., "5-Order Thank You")
Action Type:
Send Email (select template)
Give Credit/Discount (amount)
Add Tag (for segmentation)
Trigger Workflow
Create Admin Notification

Multiple Actions:

Can trigger multiple actions per milestone
Example: 10th order sends email AND adds "Loyal Customer" tag AND gives $10 credit

Common Use Cases¶

Use Case 1: First Order Welcome¶

Trigger: Order Count = 1 Action: Send "Thank You for Your First Order" email

Use Case 2: 5-Order Loyalty Reward¶

Trigger: Order Count = 5 Actions:

Send email: "You're a VIP!"
Add credit: $10
Add tag: "5-Order Club"

Use Case 3: 10-Order Milestone Recognition¶

Trigger: Order Count = 10 Actions:

Send personalized thank you email
Add tag: "Loyal Customer - 10 Orders"
Notify account manager to make personal outreach call

Use Case 4: 25-Order Anniversary¶

Trigger: Order Count = 25 Actions:

Send milestone email with special offer
Give $25 credit
Add tag: "Top 10% Customer"
Create admin task to send handwritten note

Use Case 5: Re-engagement at 50 Orders¶

Trigger: Order Count = 50 Actions:

Send survey email asking for feedback
Offer referral incentive
Tag for VIP segment

Event Types Examples¶

Common Milestones:

1st order: Welcome and onboarding
3rd order: Early retention focus
5th order: First loyalty reward
10th order: Established customer recognition
25th order: Long-term customer appreciation
50th order: Top tier VIP status
100th order: Ultimate loyalty celebration

Best Practices¶

Start simple - Begin with just 5th and 10th order events
Meaningful rewards - Make milestones special with real value
Personalize - Include customer name, order history references
Celebrate - Positive, congratulatory tone in communications
Track effectiveness - Monitor if milestone rewards improve retention

Quick Reference Card¶

Task	Action
Create event	Click Add New, set order count and action
Edit event	Click Edit in Actions column
Activate/deactivate	Toggle status in edit screen
Test event	Create test customer, place orders to trigger
View triggered	Check logs to see which customers reached milestones

FAQs¶

When exactly does event trigger?¶

When order marked as "Complete" or "Delivered" (configuration dependent).

Can customer receive same event twice?¶

No, events trigger once per customer at specific order count.

What if I change event after some customers already reached it?¶

Changes only affect future triggers. Past customers not retroactively affected.

Can I give different rewards to different customer segments?¶

Use tags to segment, create separate events for each segment with conditions.

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.