Customer Email Automation Audit and Cleanup
Codex operations thread that mapped every transactional, marketing, delivery, and review email associated with Rock Paper Scissors orders; identified overlapping Trustpilot, Judge.me, Shopify, Flow, and RPS Digital sequences; executed the approved retail cleanup; preserved wholesale transactional communication; and started controlled zero-dollar QA orders for end-to-end cadence proof.
Highlights
- Reconstructed a worst-case ten-message order journey spanning Shopify transactionals, RPS Digital delivery, two Shopify post-purchase workflows, Judge.me, and Trustpilot.
- Confirmed Trustpilot was inviting after every purchase with no customer cooldown and multiplying each eligible order into a service request, product request, and reminder under the wrong business profile.
- Cancelled the entire Trustpilot invitation queue, verified 50 records as manually cancelled, and verified the app was removed from the Shopify store.
- Disabled the overlapping Shopify repeat-purchase cross-sell, post-purchase thank-you, and abandoned-product-browse workflows while retaining subscriber welcome, abandoned-checkout, and required transactional notifications.
- Configured Judge.me as the sole review platform with one reminder, a 60-day customer cooldown, marketing opt-out respect, and wholesale, Faire, Codisto, and explicit exclusion-tag suppression.
- Separated unresolved wholesale and B2B marketing cadence design into its own project while explicitly preserving wholesale order, payment, shipping, tracking, delivery, and account communications.
- Created matching zero-dollar QA retail orders for marketing-declined and marketing-subscribed customers so the final cadence can be proven against live behavior.
Source conversation
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Created artifacts
Project1125 Customer Email Automation Audit and Cleanup
End-to-end governance, execution, evidence, and QA plan for reducing retail order email noise while preserving required notifications.
Project1126 Wholesale and B2B Email Cadence
Separate decision and implementation track for wholesale-specific lifecycle marketing after the retail cleanup is proven.
Actions and follow-ups
Actions Taken
- Audited real order timelines and live configuration in Gmail, Shopify, Flow, Judge.me, Trustpilot, and RPS Digital.
- Cancelled all visible queued Trustpilot invitations and verified the resulting manually-cancelled records.
- Verified Trustpilot's removal from Shopify.
- Disabled repeat-purchase cross-sell, post-purchase thank-you, and abandoned-product-browse workflows.
- Retained welcome-subscriber and abandoned-checkout automations for later evaluation.
- Configured Judge.me reminder, cooldown, consent, and wholesale/source suppression behavior.
- Created project 1125 for retail cleanup and project 1126 for wholesale and B2B cadence decisions.
- Created paired zero-dollar QA orders with opposite marketing-consent states and fulfilled the first order.
Actions Outstanding
- Fulfill the second QA order with customer notification enabled and compare both immediate Gmail timelines.
- Observe the delayed Judge.me schedule and verify the 60-day cooldown and marketing-consent behavior with live evidence.
- Create separate abandoned-checkout and abandoned-browse test sessions; completed orders cannot prove those cadences.
- Record the completed QA timeline in project 1125 and close the project after observational proof and operator walkthrough.
- Evaluate welcome, abandoned-checkout, and any remaining marketing cadences separately from the completed per-order cleanup.
Source extracts
“
Audit scope
make sure to map all automated emails send to the customer per order (including all follow up emails for reviews, coupons, etc)
“
QA order policy
i approve everything except exluding test, zero-dollar QA reviews.
“
Wholesale transactional boundary
wholesale customers should still receive transaction emails though.
“
Execution instruction
i want you to execute end to end
Decisions
- Disable all Trustpilot invitations and disconnect Trustpilot from the Shopify store while preserving historical reviews and the Trustpilot account.
- Use Judge.me as the only retail product-review owner, with one initial request, one reminder maximum, and a 60-day customer cooldown.
- Keep tagged zero-dollar QA retail orders eligible for the same review sequence as ordinary eligible retail orders so the real customer journey remains testable.
- Exclude wholesale, Faire, Codisto, marketplace relay, and explicitly blocked customers from retail marketing and review automation, but never from required transactional communication.
- Disable retail post-purchase marketing workflows when no durable wholesale/source exclusion contract can be expressed safely.
- Govern future wholesale and B2B marketing cadences in a separate project because their content, timing, and lifecycle decisions were not yet resolved.