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How To Set Up A Back In Stock Automation In BayEngage
How To Set Up A Back In Stock Automation In BayEngage

[Set reminders, notify, and convert users]

Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago


Getting a potential buyer interested in your product is hard enough. For starters, there’s a lot of competition for anything and everything out there.

What could be more frustrating for a user is to find that the product they like and are ready to buy is not in stock. But, a great way to retain the customer and potentially prevent them from looking for a competitor is the back in stock notification strategy.

When a product runs out of stock, visitors who are interested in buying the product would want to be notified when the inventory is refilled.

By asking your user to opt-in to know when the product is available for them to buy is a good engagement, retention, and conversion strategy.

So, how do you get started with back in stock automation?

  1. Login to your BayEngage account and head over to “Automation”. Now click on “Create automation”.

  2. Choose the “Back in stock” option from the “Choose the recipe” drop-down and click on “Create”.

3. To help your users purchase the product once the item is back in stock, you can either use an embed form or popup to collect the customer's email addresses to notify them once the stock is back.

💡Note: You can either use embed form or pop-up in the product pages.

If you want to choose a pop-up, you can either start editing the default template or “Choose another template”.

4. Next, go ahead and edit your pop-up. Customize anything you want from the text, font size, color, images, buttons, columns, or any other element. The customizing options are available in the right panel.

5. Once you are happy with your design (pop-up and thank you message), it’s now time to set the target rules. Click on “Target rules” and set up the timer, viewer, duration, and subscription form.

You can customize:

  • Who can see your pop-up

  • When your pop-up would be displayed

  • The frequency of the display

  • The devices in which it’d be displayed

📖 Recommended Read: Learn more about signup form templates and target rules in this help article.

6. The next step is to set up an autoresponder or the back in stock workflow. To do this, click on “Auto responder”.

You can strategize the workflow based on:

  • The activity and user filter, that is the action the user takes and based on the user segment

  • You can set up a time delay and an email anywhere in your workflow with a simple drag and drop

  • Show a thankyou email as soon as the user opts-in to be notified when the item is back in stock

  • Engagement emails to clue in the users about the date on which the item is likely to be restocked

  • The actual email that notifies the user when the product is available for purchase

💡Note: The default workflow is to give you an idea on how to go about the back in stock workflow. You can customize the workflow as you need and maximize your ROI.

Once you are happy with the workflow set up, you can enable the toggle for “Automation status” and click on “Activate”.

7. Click on “Set live” and review the entire Back in stock steps and “Publish” when you are done reviewing.

8. Come back to “View reports” and monitor the metrics.

9. In the Step 1 (Design), you can see an option called “Launch Setting” on the right side of the screen. Click on it. You will see three options - button (call to action for the user), button text (the text that indicates notification), and the embed code.

Copy the embed code and paste it in your product page so that the inventory levels can be tracked appropriately and the user will be notified when the item is back in stock!

You can either use embed form or pop-up in the product pages.

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