This is an automation that sends an introductory email to first time buyers. This can be useful for venues or online stores to give a friendly welcome to newcomers and also an opportunity to gather feedback on their first visit.
Before you setup the automation, you'll need to create a form with an Email field and feedback questions to include in the email. For help setting up forms, check out the article Forms Overview.
- Once logged in to your account, select the + button and choose Create an automation
- Select Blank Automation
- In the right hand menu, select the arrow next to Triggers to expand the section.
- Scroll down until you see Day/Time and drag it into the Trigger area on the left side of the page
- Choose a time when you would like to send the email by editing the 3rd field. In the example below we have set the automation to run at 10:00am.
- In the right hand menu, select the arrow next to Criteria to expand the section.
- Drag Purchase Field over to the Trigger Criteria/Action area and set it to Date was yesterday.
- In the right hand menu, select the arrow next to Actions to expand the section.
- Drag Email over to the Trigger Criteria/Action area below Yes
- Fill in the Subject, From email and From name
- Leave Reply to as blank, Frequency to Always send and make sure Ignore Opt-out status is unchecked.
- Select Add to existing folder and select an existing Post-visit survey folder if one has been created. If not, select Create a new campaign folder and name it Post-visit survey.
When you're done your automation should look like this:
Name your automation and give it a description, then select Save & Close.