# First-Time Buyers

### Why you should use it

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Start building customer loyalty from the start. Send emails based on simple or more advanced logic.
{% endhint %}

#### Send some love

Reach out to new customers immediately after their first order. Automatically send coupons, free downloads, or simple “thank you” emails. With our first-time buyer workflows, you can personalize messaging and make your customers feel right at home.

* Welcome new customers special deals or coupons
* Create simple rule triggers based on an order status
* Add conditions based on products ordered, set delays

### How to get started

1. Login to your[ account](https://app.vextras.com/)
2. Click the **Add New** in the bottom left corner
3. Select **Add Message**
4. Select **Automatic**
5. Select **Marketing**
6. Choose **First-Time Buyer**
7. In step one, toggle desired settings
8. In step two, add the name, email and subject customers will see when the message arrives
9. Choose a starter template to use, or add content using the email editor
10. In step three, confirm settings and activate

### **Dashboard overview**

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

* Messages pending – count for pending e-mails that are scheduled to be sent
* Messages sent – count for sent messages
* Opens – number of times messages have been opened
* Clicks – number of times messages have been clicked
* Conversions – number of conversions resulting from this type of workflow
* Revenue – total sales attributed to this type of workflow
* Activity chart – weekly view of sent messages

### **Settings**

* Workflow name – the “friendly name” for your workflow, customers will not see this
* Send To – send to subscribers (default)
* Order status – select the order status that will trigger the rule
* Send  – immediately or time delay before a message is sent

Advanced

* Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
* Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
* Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
* Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g. `**@domain.com`.

### **Logs**

The logs area of this workflow will display log events between specific date ranges.

* Pending – shows messages that validated based on rule criteria and are scheduled to be sent.
* Sent – shows information about messages that have been sent as a result of meeting rule criteria.
* Conversions – displays relevant conversions as a result of a workflow message triggering.
* Blocked - listing of email addresses that did not qualify for defined rule criteria.

### **More information**

* First-time buyer workflows will trigger on any new customer purchase, regardless of when the workflow was activated.
* Our system will calculate the current order count based upon the customer’s email address. It doesn’t matter if they are anonymous/guest or are a registered customer account.

**Compatibility**

* All shopping carts are supported by this messaging workflow.