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How To Set Up Post Purchase Automation on BayEngage?
How To Set Up Post Purchase Automation on BayEngage?

Post Purchase Automation

Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over 2 years ago

Overview:

The easiest way to get customers to buy more is through post purchase upsell emails. These are emails that are sent to a customer after they've just made a purchase, encouraging them to make another purchase.

Post purchase upsell emails should be sent out immediately after the initial transaction has happened. You want to get the customer excited about their new purchase and entice them into a second one before they lose interest.

Post-purchase upsell emails work best when they're personalized. Use data collected such as age, gender, and location to send targeted messages that will be relevant for each customer. This can also help segment customers into their categories so you can send them different types of promotions based on what they bought previously.

Here's how to get started with post-purchase upsell email automation:

1. Log in to your BayEngage account, click "Automation" from the menu, and click "Create automation."

2. You will see a pop-up window. Enter a Title for your automation, click "Choose the recipe," choose the "post-purchase upsell" recipe from the drop-down menu, and click "Create."

3. “post-purchase upsell” automation workflow will be visible to you now.

4. If you wish to filter out some of your customers and enable this to only a segmented group, use the “Activity filter” and the “User filter” to do so.

5. 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 “Save.”

6. Add a name to display in the From field and reply-to address, as well as a subject line and preview text. Then click "Edit template" to design your message.

7. When you're finished making changes, click “Save,” and it'll take you back to your automation workflow.

8. Finally, turn ‘On’ the ‘Send status’ of the email node to set the email active.

And that’s it! Your “post-purchase upsell” email automation workflow is ready to go.

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