After a customer makes their first purchase in your connected store, follow up with them to say thanks, ask for feedback, or send them product recommendations. The first purchase automation can help you make a great first impression with your new customers and keep them engaged from day one.
In this article, you’ll learn how to add a first purchase automation.
Before You Start
Here are some things to know before you begin this process.
The From email address you specify for your automation is used on each email in the series. To change the From email address on an individual email, manually update the email’s settings.
You’ll need to connect your store in your MailChimp account before you can create this automation.
Create an Automation
You’ll build this automation by completing a series of tasks, just like you would with a regular campaign.
To create the first purchase automation, follow these steps.
- Navigate to the Campaigns page.
- Create Campaign.
- In the pop-up modal, click
Create an Email.
E-Commerce and choose
Thank first-time customers.
- Enter a campaign name and click the drop-down menu to choose a list.
Now we’ll take you to the Emails step where you’ll design each email in your marketing automation.
In the Emails step of the Automation Builder, you’ll add or remove emails in your automation and design each email's content. You can also edit each individual email’s settings.
The first purchase automation includes three emails, but you can add or remove emails, or change the settings for each. The default automation features emails with the following triggers.
One hour after subscribers purchase anything from your store
10 days after subscribers are sent previous email
20 days after subscribers are sent previous email
Design an Email
Click Design Email.
On the Setup step, input the field names for Name your email, Email subject, Preview Text, From name, and From email address for the specific email you’re working with.
To display the numbered position of the email in the automation, use Automation merge tags in your subject line.
On the Template step of the Email Designer, select your template.
Click Save and Return to Workflow, to return to your automation timeline.
To change the trigger, delay, schedule, segment, or activity settings, or to reorder emails in your automation, edit the automation on the Emails step of the Automation Builder.
Repeat these steps for each email in your automation.
Edit Workflow Settings
Your overall automation workflow settings include your Workflow name, From name , From email address, and tracking options. To access your workflow settings, navigate to the Emails step of the Automation Builder and click Edit Workflow Settings.
Confirm and Start
Now that you’ve designed your emails and configured your workflow settings, it’s time to double check everything and start your automation!
On the Confirm step, review the checklist provided and click Resolve or Edit to make any changes to your automation.
When you’re ready, click Start Workflow to start sending your automation.