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
Login to your account
Click the Add New in the bottom left corner
Select Add Message
Choose First-Time Buyer
In step one, toggle desired settings
In step two, add the name, email and subject customers will see when the message arrives
Choose a starter template to use, or add content using the email editor
In step three, confirm settings and activate
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
Workflow name – the “friendly name” for your workflow, customers will not see this
Sending filter – send to all customers or only those who have opted in or registered in your store
Order status – select the order status that will trigger the rule
Products – Identify any or all SKU’s that will trigger a rule Send after – time delay before a message is sent
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.
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.
All shopping carts are supported by this messaging workflow.