Post Purchase emails are sent automatically following a purchase on your site. The goal of these emails is to increase sales through:

  • Order Replenishment: For consumables, a shopper may need to order on a regular basis. 
  • OR 
  • Shopper Reactivation: For shoppers who have not made a purchase in a significant amount of time. 

In this guide, we will explain all the steps you must take to get started with a post purchase email campaign, today! 

The Post Purchase Email Creation Environment: 

The email creation environment gives you the freedom to create an unlimited number of concurrent post purchase email campaigns for your business. Using our smart filters, you are free to choose the number of emails sent out, at what frequency, to whom, and more!

 Now let’s cover the “in’s and out’s” of the post purchase email creation environment.  

Onward and Forward! 

The very first thing you must do is click the purple button titled “+ Compose New Email.” In turn, the email creation environment will open. You can now start setting the parameters of your unique post purchase email campaign. (1)

Next, you must give your post purchase email campaign a name. You can choose whatever name you like. We recommend using something relevant to the parameters of the email itself. (2) 

Moving on, choose how soon to send this email following a shopper's last purchase. (3) 

Click on the field to choose the number of days, weeks, or months from the drop-down menu. (4) 

Be sure to set the status of your email. (5) 

Click on the field to choose from Active (for a live email). Inactive (for a suspended email). And finally, Test, for testing purposes. (6)

Finally, you must give your email a subject line. You can write whatever you like for the email subject line. We recommend using something relevant to the parameters of the email itself. (7)

Using Smart Filters to Choose the Parameters of Your Email: 

Now you can start fine tuning this campaign by using the smart filters to choose recipients based on the following parameters: 

  • Sum Above: The monetary value of the last purchase above a certain amount (EX: $50) (8)
  • Sum Below: The monetary value of the last purchase below a certain amount (EX: $250) (9)
  • LTV Above: The amount of money a shopper has spent above a certain value (EX: $150) (10)
  • LTV Below: The amount of money a shopper has spent below a certain value (EX; $100) (11)
  • LTS Above: The number of times a shopper has completed a purchase above a certain value (EX: 10 times) (12)
  • LTS Below: The number of times a shopper has completed a purchase below a certain value (EX: 5 times) (13)
  • Product Group: This is useful for sending out targeted post purchase emails with unique offers for shoppers who bought products from a unique group. (14)
  • Product Segment: This is useful for sending out targeted post purchase emails with unique offers for shoppers who bought products from a unique segment. (15)
  • (Note: You cannot choose both a product group and a segment within the same email. To learn more about creating unique product groups/segments, click here.) 
  • Split Test Group: This is used specifically for A/B Testing. (16) Choose between None / Group 1 / Group 2 / Do Not Use. (A)
  • Send Email To: This is used for choosing between the following types of shoppers. (17) All Shoppers / Subscribed Shoppers / Non-subscribed shoppers. (B)

Advanced Settings: 

Frequency Capping: This will put a limit on how often this specific email campaign will be sent within a certain number of days (18)

Google Analytics UTM Tags: (19) 

  • Source: (A)
  • Medium: (B)
  • Campaign: (C)

The Right Side of the Email Creation Environment: 

On the right side of the email creation environment, you will notice there are six unique options you can choose from. Let’s go through them one by one. 

  • Edit: This will take you to the drag and drop email editor. (20)
  • Preview: This allows you to preview your newly created campaign in a special viewing window. (21)
  • Test: Send a test email to yourself. (22) 
  • Delete: Remove this campaign. This action cannot be undone, so please be careful! (23)
  • Duplicate: The “Duplicate” button will make an exact copy of this campaign. It is useful for making granular changes to the recipients of a campaign. The “duplicate will make an exact copy of your campaigns unique settings, and the email template you created in the Drag and Drop editor. It will have “copy” at the end of the name to differentiate itself from the original. Following the duplication of a campaign, changes made in one version will not be applied to the other, unless you do so manually. (24) 
  • Save: Save your work. This will allow you to continue working on the parameters of your email at a more convenient time. Be sure to press “Save” regularly to avoid losing your work! (25)

Finally: 

Once you have configured the parameters of your post purchase email campaign, be sure to press the “Save” button. Now, you can press the “Edit” button to start creating the template for your post purchase email campaign using the Drag and Drop email editor. To learn about the Drag and Drop email editor, click the link below!

(The Drag and Drop Email Editor)

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