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How to create a Purchase Anniversary campaign

Want to reach out to your customers on their purchase anniversary and offer a personalized coupon code?

Purchase anniversaries are great opportunities to touch base with your customers and remind them of you.

They also increase your sales because these timely emails make customers feel special.

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

Here’s the purchase anniversary automation that we’ll be creating:

The first email is a hype-building email, encouraging them to look forward to the next day’s email that’ll contain a surprise coupon code.

The second email shares the personalized coupon code, followed by a final nudge email. 

So here’s how you can set up this automation.

Step #1: Select the trigger for your purchase anniversary automation

When you go to WooFunnels >> Autonami, you’ll see this screen with all the workflows that you’ve created, select add new from here:

Choose the ‘Order Created’ event in WooCommerce.

When you select this event, you’ll have to specify the order status, when to end automation, order status validation:

Let’s look at each of the settings that need to configure:

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

Completed means the order has been delivered and 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 actions won’t get executed.

Leave this box as it is for this automation.

Validate: Select this box if you want Autonami to perform a last-minute check just before the automation gets executed to confirm if the specified order status matches the actual order status.

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

Step #2: Hit the ‘+’ icon & select the action

You can choose from direct and conditional action.

Choose direct if you want the action to be executed right off the bat i.e. without any conditional logic. Select conditional action to set an action to be performed when a specific condition is met.

Step #3: Select ‘Send Email’ as action & craft your email

You’ll find the ‘Send Email’ option in the list of actions.

When you hit the ‘Send Email’ button, the email customizer opens up on the right-hand side.

Craft your email here using merge tags.

Step #4: Set the delay for this email

Since this is a 6-month purchase anniversary sequence, and the first email is about hype-building, set a delay of 179 days for this email.

If you’re creating a 3-month anniversary sequence then set a delay of approx. 89 days.

Next, hit the ‘Save‘ button.

Step #5: Create a personalized coupon code & set the delay

Create a base coupon in WooCommerce > Coupons.

Then, select the ‘Create Coupon‘ action in Autonami.

When you do this, the coupon customizer opens up.

Select the base coupon and then personalize the name of the coupon using merge tags.

Also, set an expiry of 2 days for the coupon. This means that this coupon will be valid only for 2 days.

Here’s how to do that:

Next, set the delay for this action.

Set a 180 days delay here.

Once done, hit the ‘Save‘ button.

Step #6: Add 2 more emails to this workflow

Here’s how the anniversary email will look:

Schedule the second email to be sent after 180 days of purchase. Share the personalized coupon code.

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

The next email is a reminder email to remind them about using this coupon and making a purchase before it gets expired.

Schedule this email to be sent after 181 days of purchase.

That’s it. Now you’ve created a 6-month purchase anniversary sequence. Get, set and automate!