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What is the Survey buyers recipe and how can you use it

Ask for customer feedback and then use the newfound insight to fine-tune your services and optimize your strategy. With this recipe, you can ask for your customer's opinion on their experience while it is still recent. A campaign is sent once a customer has made a purchase on your site - you can, of course, fine tweak the recipe so that the campaign coincides with the estimated delivery date of your products.

If you have already found the Survey buyers 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:

A. Overview

survey_byers_recipe_1.png

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 purchases any product from your website. Following the trigger is the Wait for a specific time interval control step (2) which creates a practical distance between the time the customers make a purchase and the time an email campaign is dispatched to them, based on the Then send email campaign action step (3).

 

B. Changing the Recipe 

If you are already familiar with how to use Action steps and 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.survey_byers_recipe_2.png


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 Survey buyers recipe requires the following tweaks:


1. Click on the When someone purchases any product trigger.

 

2. Select the website(s) where the purchase needs to take place in order to trigger your automation, from the drop-down menu.survey_byers_recipe_3-new.png

Based on your choice, events from a selected website will be used, ignoring all other websites, or events from all of your websites will be used. Click on the Save button when you are done.


3. Click on the Wait a specific time interval step.

 

4. Set the required time value and measurement unit, on the available fields.survey_byers_recipe_4.png

Click on the Save button when you are done. 

5. Click on the Then send email campaign step.

 

6. Select the appropriate campaign options from the available drop-down menus.survey_byers_recipe_5.png

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, this type of recipe requires that you connect your website to your account so that your automation workflows know when your customers make a purchase on your website.