How to Send Post-Purchase Follow-Up Emails Using AI After WooCommerce Orders

Learn how to automate post-purchase follow-up emails using Pabbly Connect with WooCommerce and OpenAI. Step-by-step guide included. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start sending post-purchase follow-up emails, you need to use Pabbly Connect. First, open your browser and go to the Pabbly Connect homepage by typing Pabbly.com/connect. Here, you’ll find options to either sign in or sign up for a free account.

If you’re new to Pabbly Connect, select the ‘Sign Up Free’ option. This gives you access to 100 free tasks each month to practice automation. Existing users can simply click ‘Sign In’ to access their dashboard where all Pabbly applications are available.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to start building your automation. You can choose to create from scratch or use AI for assistance. For this tutorial, select ‘Create from Scratch’.

Next, you’ll be prompted to choose between two workflow builders: the modern beta version or the classic version. Opt for the beta version for a more flexible experience. After that, name your workflow appropriately, such as ‘Send Post Purchase Follow-Up Emails Using AI After WooCommerce Orders’.

• Click on the ‘Create’ button.
• Select ‘WooCommerce’ as your trigger application.
• Choose ‘New Order Created’ as the app event.

This setup will ensure that every new order triggers the workflow automatically.

3. Configuring WooCommerce with Pabbly Connect

After selecting WooCommerce, you will receive a webhook URL from Pabbly Connect. This URL serves as a bridge to connect WooCommerce with Pabbly. Copy this URL and navigate to your WordPress dashboard.

In your WordPress dashboard, go to WooCommerce settings. Under the ‘Advanced’ tab, find the ‘Webhooks’ section. Click on ‘Add Webhook’ to create a new webhook for the new order event.

• Name the webhook as ‘New Order Email’.
• Set the status to active.
• Select ‘Order Created’ for the topic.
• Paste the copied webhook URL in the delivery URL field.

Save the webhook to finalize the integration with Pabbly Connect. This allows WooCommerce to send data to Pabbly Connect whenever a new order is created.

4. Generating Email Content Using OpenAI

With the webhook set up, return to Pabbly Connect to capture the webhook response. Click on ‘Capture Webhook Response’ to receive data from WooCommerce. Place a test order in your WooCommerce store to generate a sample response.

Once the order is placed, you will see the order details in Pabbly Connect. Now, add a new action step and choose OpenAI as the action app. Select ‘Chat GPT’ as your app event to generate the email content automatically.

Click ‘Connect’ to create a connection with OpenAI. Enter your OpenAI API key when prompted. Select the AI model, such as GPT-4 Mini.

Map the required fields to create a prompt that includes customer details and order information. This will allow OpenAI to generate personalized email content.

5. Sending the Email via Gmail

After generating the email content, it’s time to send it using Gmail. Add another action step in Pabbly Connect and select Gmail as your action app. Choose the ‘Send Email’ event to configure the email sending process.

Connect your Gmail account by either using an existing connection or creating a new one. Fill in the required fields, including the sender’s name and email address, recipient’s email, subject, and email content generated by OpenAI. Make sure to map the recipient’s email from the WooCommerce response.

Set the email subject to include the customer’s name. Map the content generated by OpenAI into the email body. Choose whether to send as plain text or HTML.

Finally, click on ‘Save and Send Test Request’ to verify that the email is sent successfully. Check your Gmail account to confirm receipt of the email.

Conclusion

By following these steps, you can automate the process of sending post-purchase follow-up emails using Pabbly Connect, WooCommerce, and OpenAI. This integration not only saves time but also enhances customer engagement through personalized communication.