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Partnero’s automation feature lets you automatically delete customer records that have not made a purchase within a set number of days. This helps keep your customer list clean by removing records that are no longer relevant to your program.

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How it works

The Has no purchases for X days trigger runs a daily check on your customer records. If a customer has not made a purchase within the number of days you configure, Partnero automatically deletes that customer record from your program.

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How to set it up

  1. In your program, navigate to Automation under Program.
  2. Click Create automation:
  3. Give the automation a name, for example, Delete inactive customers.
  4. Configure the automation: For → Customer When → Has no purchases for X days Enter the number of days.
  5. Click Create.
The automation will run daily and delete any customer records that meet the condition.