Auto Deletion feature for inactive customers

Inactive customers

• Inactive purchasers only: Customers who have no purchase history for a set period since their last purchase.
• Non-purchasers only: Customers who registered an account in your store but have never made a purchase.
• All inactive customers: Inactive purchasers + non-purchasers.

From these three customer types, you can select which inactive customers to include in the automatic deletion process.

Eligibility for This Feature

• This feature is available for users of the Optimize Plan ($59.99).
• Users of the Automation Plan ($29.99) can try the inactive customer deletion feature for up to 10 members (for trial). If you have been using the Automation Plan before this feature update, you will receive 10 deletion credits immediately after the update.

How to set it up

1. Open Delete Me and select the Inactive Customer Deletion tab.
2. Set the period after the last purchase date at which a customer is considered inactive.
3. From Customer Target Mode, choose the target customers. The three target types are:
   • Inactive purchasers only: Customers who have no purchase history for a set period since their last purchase.
   • Non-purchasers only: Customers who registered an account in your store but have never made a purchase.

   • All inactive customers: Inactive purchasers + non-purchasers.

     

4. Set the number of reminders. * If you select "No reminders" and save the setting, the matching inactive customers are deleted immediately, without any reminder being sent.
5. Set the reminder interval. Choose the interval between reminders sent to inactive customers before deletion. Reminders are sent up to the number of reminders you configured, until the customer is deleted. Example: If on 12/24 you set the number of reminders to 2 and the interval to 1 month:
   • 1st reminder: 12/24
   • 2nd reminder: 1/24
   • Automatic deletion date: 2/24
6. Set the reminder send time. Choose the preferred time to send the auto-deletion notification email to inactive customers. The time zone is set to your store's time zone.
7. Auto deletion email settings. Configure the auto-deletion notification email and the deletion-confirmation email. The warning email is sent as many times as configured in the "Number of reminders to send" option. You can set the email title and redirect URL here.
8. Save to complete the setup.

Excluding Customers from Deletion Using Customer Tags

1. Open Delete Me > Settings > Features tab > General features > Customer tag and enter the tag name (e.g., "Test").

• Scroll down and click "Save."
• If adding multiple tags, separate them with a comma (,).

2. Go to Shopify's "Customer" and select the customer to be tagged.

3. Enter the relevant tag name in the "Tags" field.

This page might help for settings.

https://support.flagship.cc/hc/en-001/articles/36751428704665-How-to-set-up-after-installation

Customers in Shopify

auto_delete_reminder_scheduled

（When the set conditions for inactive members are met, a reminder will be granted.）

reminder-scheduled

（For inactive members who have already received a reminder but will receive another one, a reward (or status) will be granted.）

deletion-scheduled

（This tag will be granted after the final reminder is sent.）

auto_deleted

（This tag will be granted after the auto deletion.）

auto_deletion_cancelled

（When a customer who received the deletion notification email clicks 'Cancel' in the email, it will be granted when they are removed from the inactive members list.）

Eg: Tags are granted before the auto deletion

Eg: Tags are granted after the auto deletion

How to check the number of deletion available

＊Autonomous Plan users can check the number of auto deletion available from Delete Me> Settings> Red text in the upper right corner. 

How to Purchase Additional Deletions

If 100 deletions are not enough, you can purchase additional deletion credits.

1. Go to Delete Me > Settings > Subscription Management, and select the number of additional deletions you wish to purchase. For example, here, you would add 100 deletions.

2. The total deletions available will now show as 197, which includes the 97 deletions you already had and the additional 100 deletions purchased. You can check from Delete Me > Settings > Subscription Management.

3. This information will also be displayed on the dashboard.

What we can be checked from Delete Me

Inactive Customer Deletion Dashboard > Task Management & Information

• The dashboard reflects information about customers identified as inactive.

Task Management & Information

• Go to Delete Me > Inactive Member Deletion Dashboard > Task Management & Information to check the progress of ongoing tasks.
• This screen displays information before auto-deletion.
• After auto-deletion, details can be checked in the logs.

Status

• Reminder Scheduled
• Deletion Scheduled
• Processing
• On Hold: subscription is over/ turn off auto deletion
• Unknown: never show up
• Cancel Deletion
• Confirm task deletion

Details of Logs After Auto Deletion

Once auto deletion occurs, you can check the status of the processed customers.

Go to Delete Me Dashboard > Click on "View details."

Cancel a Deletion Target

You can cancel inactive customers who have been scheduled for auto-deletion from the app.

1. Go to Delete Me > Inactive Customer Deletion Dashboard > Task Management & Information. Select the customer you want to cancel and click "Cancel Deletion."
2. Click "Cancel Deletion Tasks". 

3. When you check the customer data in Shopify, the auto_deletion_cancelled tag will be assigned.

   As a result, the customer will not be automatically deleted.

Handling of Inactive Customer Auto Deletion When Downgrading

 Autonomous Plan

• Initial Benefit: After the update, 10 inactive member deletion credits are granted.
• While the plan is active: Automatic deletion of 10 inactive members are possible.
• After cancellation: Deletion credits are retained, but the auto-delete feature cannot be used.
• Upon reactivation: Any remaining deletion credits can still be used.

📝 Example:

1. 12/12 → Holds 6 deletion slots.
2. Switches to Ecosystem Plan(Free). This user cannot use the auto deletion feature.
3. Does not use the auto deletion feature by 12/30.
4. Re-enrolls in the Autonomous Plan on 2/14 → The 6 deletion credits remain available!

Optimize Plan

• Includes all features of the Autonomous Plan + 100 inactive member deletions per month.
• 7-day free trial available.
• Additional credits can be purchased for more than 101 credits.
• If canceled or downgraded, plan features remain for 30 days.
• Deletion slots and additional tickets have no expiration date.

📝 Example:

🔶 Pattern 1: Downgrade from Optimize Plan to Autonomous Plan

1. 12/15 → Holds 50 deletion credits.
2. Purchases additional 100 credits, bringing the total to 150.
3. 12/17 → Downgrades from Optimize Plan to Autonomous Plan.
4. Until 12/30, Optimize Plan features remain active → Still has 150 deletion credits!

🔶 Pattern 2: Switch from Optimize Plan to Free Ecosystem Plan

1. 12/15 → Holds 50 deletion slots.
2. Purchases additional 100 credits, bringing the total to 150.
3. 12/17 → Switches to the Ecosystem Plan.
4. Keeps 150 deletion credits but loses auto deletion feature.
5. 3/20 → Re-enrolls in the Optimize Plan, gaining 100 new deletion credits.
6. Total deletion credits now: 250 (Previous 150 + New 100).

📌 Important Notes

⚠ Switching to the free Ecosystem Plan disables the auto-delete feature.
⚠ However, deletion credits are retained, and reactivating a paid plan restores auto-delete functionality!

🔍 Summary