Post Purchase Follow-up - Online Help | Zoho Campaigns

Purchase Follow-ups

Post-purchase period is an important point in a customer's journey. Sending purchase follow-up emails helps you generate stronger customer loyalty, more repeat purchases, and above all it helps your customers to stay connected to your brand. Follow-up emails can also be used for similar product recommendations. That "You may also like" email is a nice gesture that will make your customers feel valued and connected to your brand. 
Note : Purchase follow-up emails can be setup for stores only integrated with Shopify, WooCommerce and Zoho Commerce.
This guide discusses about the steps involved in creating an automated purchase follow-up email in Zoho Campaigns.
  1. From the navigation toolbar, select Ecommerce.
  2. Select your integrated store for which you want to create the email series.

  3. Click Automated emails.

  4. In the Purchase follow-up section, click Create Now.

  5. Click Use Template to use the purchase follow-up pre-designed workflow template.

  6. Or click Custom Workflow to create a workflow of your choice.

  7. Drag and drop the Purchase follow-up trigger onto the canvas and click Select Store in the trigger.

  8. Select the store for which you want to configure the trigger and click Done.

  9. Choose a process based on your requirements from the left section, drag and drop it in to the canvas below the trigger or another process and configure it.

  10. Drag and drop the Send Email component onto the canvas and click Create Message to create a purchase follow-up email.

  11. Give a subject line, add sender details and click Create Content.

  12. Select the type of email template you want to choose.
  13. Edit the template and click Proceed.

  14. On the top-left corner of the pop-up, click the Edit icon to edit the message name for your reference, if required and click Take me to my canvas on the top-right.

  15. Configure the other process and action components you added to your workflow. Remember to connect all the components once you've set up the workflow.
  16. Click Activate at the top-right corner to initiate contacts to start entering the workflow.