What is the Weather-based up-sell / cross-sell recipe and how can you use it

Real-time data, like the current weather conditions at a customer's location, can be leveraged to your brand’s benefit when utilized for up-selling / cross-selling.  

Is your business selling seasonal goods? This automated workflow recipe aims at customers who just made a purchase, sending the most appropriate up-sell/cross-sell option, based on the weather conditions in their area, while your regular customers can receive a heartwarming thank-you email instead.

If you have already found the Weather-based up-sell/cross-sell 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


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 a product from your website. Following the trigger is the Purchased a Product conditional step (2) which discerns between regular customers and non-regular customers. If the customer is new, then the Filter by weather conditions in contact's location control step (3) will check the weather at the customer's location and move ahead with the proper campaign, depending on whether it's raining (4) or not (5). If the customer is a repeat buyer, they will receive a regular thank-you email (6). The available Wait a specific time interval steps are there to put some time between the purchase event and the dispatch of the campaign.


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.weather_based_upsell_cross_sell_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 Weather-based up-sell/cross-sell recipe requires the following tweaks:

1. Click on the Purchased a Product step.


2. Set the remaining filter parameters, using the drop-down menu.weather_based_upsell_cross_sell_recipe_3.png

You will need to define which mailing list this filter will be applied to. Your options are:

  • Apply to any mailing list
  • Apply to mailing list of recipient performing the action
  • Apply to mailing list <mailing list>
  • Apply to mailing list <mailing list>
  • ...

Click on the Save button when you are done.

3. Click on the Wait a specific time interval stepsfor each of the three different workflow paths.


4. Set the required time value and measurement unit, on the available fields of each step.weather_based_upsell_cross_sell_recipe_4.png

Click on the Save button when you are done setting the particular step and then proceed to set up the time interval for the steps on the remaining occasions.

5. Click on the Then send email campaign steps, for each of the three different workflow paths.


6. Set the appropriate campaign options, using the available fields.weather_based_upsell_cross_sell_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 the Save button when you are done setting the particular step and then proceed to set the corresponding Then send email campaign steps of the remaining occasions.

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.