Keep your wholesale customers engaged, reordering, and growing through proactive account management, email follow-ups, and automation.
Landing a new wholesale customer is only the beginning. The real value comes from turning that first order into a long-term relationship. With Overjoy, you have the tools to stay top-of-mind, drive reorders, and make your existing accounts your most reliable revenue stream.
Here’s how to effectively manage your wholesale accounts with Overjoy.
1. Start Building Relationships Early

First impressions matter. As soon as someone places their first wholesale order, you have an opportunity to set the tone for a long-term relationship.
- Use Overjoy’s automation to send a warm, personalized welcome email as soon as their order is placed.
- Unlike DTC, wholesale is personal — don’t rely on generic Klaviyo flows. Send from your real work email using Overjoy’s Gmail or Outlook integration so buyers know exactly who their point of contact is.
This small gesture goes a long way in building trust.
2. Drive Repeat Orders with Reorder Automations

Don’t leave reorders to chance. Overjoy uses historical order data to estimate when each customer is likely to run low on inventory — and helps you act on it.
- Turn on the Reorder Automation to schedule a friendly follow-up email just around the estimated reorder date.
- Include a reminder of their last purchase, a link to place another order, or a quick note asking how things are going.
These timely nudges lead to more consistent reorders — without you having to remember who to follow up with.
3. Use Filters to Identify Upsell Opportunities

Your existing customers are your warmest leads. With Overjoy’s CRM filters, you can easily segment your customers and spot upsell opportunities.
- Use product filters to find customers who haven’t ordered a specific item in your catalog
- Launch a targeted campaign to showcase that product, share customer reviews, or offer a bundle deal
Because these emails go out through your connected inbox, they feel personal — not like a marketing email blast. And they work.
4. Check In Regularly (and Update Your Store Locator)

Staying in touch with your stockists doesn’t just build loyalty — it also helps you keep your Store Locator accurate and up to date.
We recommend checking in with every wholesale account at least once a year, regardless of how they placed their order (Shopify, Faire, or elsewhere). A quick note asking:
- “Are you still carrying our products?”
- “Is this still the right address for your store?”
…can keep your Store Locator fresh and open up the door for another order.
With Overjoy’s Shopify integration, your Store Locator syncs automatically — and it’s free for all subscribers.
Managing wholesale accounts isn’t about scale — it’s about consistency and care. With Overjoy’s automations, CRM insights, and communication tools, you can stay proactive with every account, deepen relationships, and grow your wholesale business without growing your to-do list.