There is no better opportunity to interact with your customers than the moment they make their first purchase. This recipe will become an indispensable component to your marketing automation workflows toolbox, as it gets activated from a lead becoming a customer.
As soon as the transition takes place the recipe can send them a personalized email, earning points in your customer's mind, while they are being funneled into your customer list.
If you have already found the New customer thank you email recipe among the available recipes, and know how recipes are laid out, then let's go right ahead and see the ingredients of this recipe:
The trigger (1) for this recipe is called When someone purchases any product and, as its name implies, it fires up your automation when someone makes a purchase on your website. Following the trigger is the Then set custom field value action step (2) which, by changing a custom field value, tags your prospect as a customer. Then, the Wait a specific time interval control step (3) creates an interval between the time the purchase is made and the time an email campaign is dispatched to the new customer, based on the Then send email campaign action step (4).
B. Changing the Recipe
If you are already familiar with how to use Action steps and how to use Conditional / Control steps, you can use that knowledge to change parts of this recipe as you see fit. It's exactly like creating or editing one of your own automation designs: you can add steps, remove steps, or edit the steps already available to fit your design's needs.
You can also save your changes as a custom recipe, and use it at your leisure.
C. Using the Recipe
A recipe cannot be activated as it is. You first need to complete all the incomplete tasks found in the task list and transform the recipe into a fully functional automation workflow. The New customer thank you email recipe only requires the following tweaks:
1. Click on the When someone purchases any product trigger.
2. Set the appropriate trigger options from the available fields.
3. Click on the Then set custom field value step.
4. Set the required custom field parameters, on the available fields.
Remember that on the final field you have to select if the member will be created, in case it does not already exist in that email list.
You have three options:
- Yes - Create the member if it does not exist
- Yes - Create the member if it does not exist as verified, I have consent from an external source
- No - Do not create a new member
5. Click on the Wait a specific time interval step.
6. Set the required time value and measurement unit, on the available fields.
Click on the Save button when you are done.
7. Click on the Then send email campaign step.
8. Select the appropriate campaign options from the available drop-down menus.
This type of action requires that you define a Subject line, the "From" name, the Content as well as set an optional Emails per day cap so that a customer won't get more emails than you would want on the same day. Click on Save when you are done.
7. Don't forget to activate your automation by toggling the switch to Active.
Remember that this type of recipe requires that you connect your website to your account so that your automation workflows know when a customer purchases a product on your website.