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Post Purchase Upsell Automation
Post Purchase Upsell Automation

Learn how to automate upselling to first-time customers and entice them to make a second purchase

Updated over a week ago

Post Purchase Upsell Campaigns

The Post Purchase Automation feature aims to upsell first time customer and incentive them to make the second purchase.

In this chapter, you will find the following sections:

  1. Understanding Post Purchase automation

  2. Setting up Post Purchase automation

  3. Post Purchase Automation Report

Understanding Post Purchase automation

Once the customer made their first purchase, got delivered and started using the product, we’ll start by a thank you message and showing them gratitude for choosing us. A follow up message will be sent to build on their satisfaction momentum to suggest buying another product from us with an Exclusive offer and coupon. and a last message reminding them of the offer.

Setting up Post Purchase automation

To start using this feature, follow these step-by-step instructions:

  • First, add your e-commerce platform app and

  • Prepare the templates for the Post-purchase messages you will send.

To create Post-Purchase messages, go to the creating message templates chapter

To set up the Automation, go to Outbound, automations, and click on setup in the Post Purchase upsell box.

Discount coupon

Once you’re in, You will be asked to create the coupon that will be used in the automation.

Select a suggested coupon or customize your own by clicking Create Custom Coupon, then click save & continue.

First message

First thing we have here is the trigger. It contains the number of customers that completed their first purchase.

And the message template card that contains our message.

To set them up we need to press on click to set up.

Each card has a Delay. Which is the time the automation waits before sending the message.

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

Lets select our thank you message.

Then save.

Second message

To add the second message containing the coupon, click on the add button

Set the delay time and the message containing the offer and save

Third message

Its a best practice to add a third message to remind your customers who haven't made a purchase yet of the offer to give them an extra push

Now that your automation is all set, click set live to launch

Post Purchase Automation Report

Automation overview:

In the page title, you can view the following automation statistics:

  • Started (1): The number of customers who started the campaign and fulfilled its requirements.

  • Exited (2): The percentage of customers who exited the campaign before completing it.

  • Completed (3): The percentage of customers who completed all the steps of the campaign.

  • Purchased (4): The percentage of customers who made a purchase through the campaign.

  • Revenue (5): The total revenue generated from the e-commerce store through the campaign.

You can also track the stages of the campaign and the statistics of each level separately.

Detailed report:

Trigger (1):

Within the operator card, you will find the number of customers who started this campaign.

Template Message:

Each card contains two parts:

1. Delay Time (2):

- Waiting: The number of customers who are still waiting for the delay time to end.

- Progressed: The number of customers who have completed the delay time and moved to the next step.

2. In the message template, you will find (3):

- Sent: The number of times the message was sent to customers.

- Delivered: The number of times the message was successfully delivered to customers.

- Read: The number of customers who have read the message.

- Replied: The number of customers who have responded to the message.

- Bounced: The number of times customers bounced from the action.

- Clicked: The number of customers who clicked the call-to-action button.

Completed (4):

This section shows the number of customers who have completed this campaign.

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