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How to Engage with Buyers Post-Purchase (Shipment Check-in & Cross-sells)

Do you want to engage with your buyers after they’ve just bought from your store?

May be to check-in how their experience was or cross-sell relevant items or ask for review etc.

Autonami allows you to set up automate post-purchase engagement emails.

These emails train people to open future emails from your store, lay the ground for the next sale and lay the foundation for a strong relationship.

Watch this video to see different types of post-purchase emails and how to set them up:

 

Let’s now look at how to create post-purchase engagement automation.

Step #1: Add a New Automation

Here’s where you’ll find the ‘Add New’ button to add new automation.

Next, select the event for this automation.

Specify order status, define when to end automation and if you want Autonami to validate order status right before sending out the email.

You’ll see these options in the right-hand side panel:

Order Status: Select the status of your order here – choose from ‘Completed’, ‘On hold’, ‘Processing’.

Order completed means – the automation will start once after the order has been marked completed from the back-end.

End Automation: When you select this box, it will ensure that if a customer places an order during this automation, the next set of actions will not get executed.

Validate: Select the checkbox if you want Autonami to validate the status of the order right before starting the automation.

Tick this box for this use case.

Once you’re done, hit the ‘Save‘ button.

Step #2: Hit the ‘+’ icon and Select the Action

You’ll have 2 options when you hit the ‘+’ icon.

Select ‘Direct Action‘ in this case.

Conditional Action – If you want to set up some rules for your automation so that it performs the actions only when certain conditions are met. For example, exact item(s) purchased, order total billing/shipping country, etc.

Direct Action – If you simply want to take an action when an event gets triggered.

Step #3: Select ‘Send Email’ Action

You’ll find this option in the list of actions.

When you click on ‘Send Email’, the email customizer shows up on the right-hand side.

Step #4: Craft your Email Body

Pick from a range of order and customer-specific merge tags to personalize the content of your email.

Step #5: Set a Delay for this Email

Schedule this email to be sent after 2 days of purchase.

When you’re done, hit the ‘Save‘ button.

Step #6: Add Another Email in the Sequence & Set a Delay

The second email will be to cross-sell other products in your store.

So, your email body could have all the cross-sells displayed in a grid or list format.

Schedule this email to be sent after 3 days of purchase.

Next, hit the ‘Save‘ button.

Step #7: Turn your Automation Live

Just hit the toggle button to make it live.

The color will change from orange to green when you press the toggle.

This means that your automation is now live and running.