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How To Set Up An Order Confirmation Automation In BayEngage?
How To Set Up An Order Confirmation Automation In BayEngage?

With order confirmation automation recipe on BayEngage, build trust and confidence and keep you customers informed.

Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago

Overview

If you are a business owner, you would agree that giving your customers confidence and trust in your brand is necessary. One of the best ways to ensure that your customers are confident and happy with their orders is by sending confirmation emails.

What is an order confirmation email?

An order confirmation email is an automated email you send to customers after placing an order on your website. This email contains all the details of their order, such as the item ordered, payment method used, shipping address, etc. It also provides them with contact information in case of an issue with their order or the payment method used for purchasing items from your store.

Benefits of the order confirmation email automation:

1. The email provides a simple way of confirming the purchase

2. It helps you build trust with new customers

3. It builds brand loyalty

4. It provides an opportunity to add value to the purchase experience.

Here's how to get started with order confirmation automation:

1. To create an order confirmation automation, log in to your BayEngage account, click "Automation" from the left-hand side menu, and click "Create automation."

2. You will see a pop-up window. Enter a name for your automation, click "Choose the recipe," choose the "Order confirmation" recipe from the drop-down menu, and click "Create."

3. You'll be prompted to set up the Order confirmation automation workflow.

4. Start the order confirmation flow using the "Activity filter" or "User filter" (your trigger should be based on the order placed).

5. Then, you can set how soon you want to send the email after the trigger. You can even specify a time and time zone to get it delivered at the proper hour. And click β€œSave.”

6. Finally, take the time to edit your email. You can add a name to display in the From field and reply-to address, as well as a subject line and preview text. Then click the "Edit Template" to design your message.

7. You can add or remove content and images in this window. When you're finished making changes, click β€œSave,” and it'll take you back to your automation workflow.

Create an excellent order confirmation email

You must send a confirmation email after the customer places an order. This is one of the most common best practices in Ecommerce. Here are some tips to help you create an excellent order confirmation email:

  • Use the customer's name in the subject line

  • Include all the necessary information in the email: Order number, shipping address, and tracking information

  • Include a link to the order details page if they need to make changes or check out again

  • Don't forget to include any promotional codes or discounts applied to their order!

    6. Now that you've created your email, click the "Set all Active" button at the top right of the screen to activate your order confirmation automation.

Note: You can even add SMS to your flow. Where you can edit and preview a message, specify when it will be delivered, and save the entire flow.

7. You can access your detailed report by clicking "View Reports" at the top right of the screen and selecting "Detailed report."

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