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Post Purchase-Upsell Automation
Post Purchase-Upsell Automation

Learn how to setup a post-purchase upsell automation.

Updated over a week ago

The post-purchase upsell automation feature helps businesses thank new customers for their support and build lasting relationships.

It allows you to send promo codes or product recommendations to inspire their next purchase, turning them into loyal shoppers and boosting sales automatically.

Before running the post-purchase upsell automation, you must:

Let's start ✋!

How to setup the automation?

Click the Setup button on the Automation page inside the outbound.

Set up the automation flow

Discount Coupon

Select a suggested coupon or customize your own, then click save & continue.

💡 Tip

Discount coupon 🏷️

Read more about Salla's ecommerce platform dynamic coupon.

Read more about Zid's ecommerce platform dynamic coupon.

Read more about Shopify's ecommerce platform dynamic coupon.

Send message template

The automation can be three setps, each containing Delay & Template Message.

  • Delay: the time your customers will delay before receiving the template.

  • Template Message: the message will be sent to the customers when the delay ends.

Click Setup, choose one of the delay options, then select a template message.

💡 Tip

You only need to set up the first-step card. The additional steps are optional for further customization across the customer journey inside this automation.

Please take a look at your automation steps. Once you finish, you can set your automation to Live or Save As Draft.

💡 Tip

Automation with pending templates will be set to pending status. Once all templates are approved, we will set the automation to live, and you will receive an email.

Post-purchase upsell terms

The automation conditions and your contact's behavior are based on these conditions:

  • Trigger Conditions

    • We received an order completed webhook from your e-commerce store.

    • The contact did not opt out of receiving messages.

  • Exit Conditions

    • The contact opted out of the business messages during the automation.

    • The contact has started a new cart abandonment automation.

    • The contact has created a new order while the automation is running &

      The order conversion is not attributed to this campaign.

  • Conversion Conditions

    • The contact has created a new order while the automation is running &
      The order conversion is attributed to this campaign.

  • Completed Conditions

    • The contact has completed the automation to the last step.

    • The contact has converted, and the conversion is attributed to this campaign.

Once your automation is live, you can track your automation performance. 📊

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