Auto Send Upsell Emails After Purchase

Learn how to automate upsell emails after purchase using Pabbly Connect with this detailed step-by-step tutorial. Enhance your e-commerce strategy today! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating your upsell emails after a purchase, you need to access Pabbly Connect. If you are a new user, open a new tab and search for pabbl.com/connect. This will lead you to the landing page of Pabbly Connect.

Once there, click on the ‘sign up for free’ option located in the top right corner. By signing up, you will receive 100 tasks free every month, allowing you to explore the features of Pabbly Connect. After testing the platform, you can choose to purchase a subscription plan.

2. Creating Your Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create your automation workflow. In the workflow builder, you will set up triggers and actions. The trigger will initiate the workflow, while actions will follow based on that trigger.

• Click on the ‘add trigger’ button.
• Search for Razer Pay and select it as your trigger application.
• Choose ‘payment captured’ as the event.
• Click on ‘connect’ to generate the webhook URL.

Copy this webhook URL and navigate to your Razer Pay dashboard. Under the developers section, click on ‘webhooks’ and then ‘add new webhook’. Paste the copied URL and select the active event as ‘payment captured’. Click on ‘create webhook’ to save your settings.

3. Filtering Purchases for Targeted Upsell Emails

After setting up the webhook, you will need to filter purchases to ensure that upsell emails are only sent to customers who buy specific products. This is crucial for targeted marketing.

In Pabbly Connect, click on ‘add new action step’ and select the ‘filter’ application. Set the event to ‘filter values’ and connect it. For the label, choose the product name field from your payment page. Set the filter type to ‘equals’ and enter the specific product name, such as ‘natural glow skincare face toner’.

• This ensures that only customers who purchased the toner will receive the upsell email.
• If the condition is met, the workflow continues; otherwise, it stops.

By implementing this filter, you streamline your email marketing efforts and enhance customer engagement through personalized upsell opportunities.

4. Sending Upsell Emails Using Pabbly Connect

With the filter in place, you can now send automated emails to customers. Click on ‘add new action step’ and select Gmail as your action application. Choose ‘send email’ as the event and connect your Gmail account.

Fill in the required fields such as the sender’s name and email address. Enter the subject for the thank you email, such as ‘Your glow journey starts now’. For the email content, you can use HTML for a more engaging format. Map the customer’s name to personalize the email.

Ensure that the recipient’s email address is correctly mapped to the email field. Click on ‘save and send test request’ to verify that the email is sent successfully.

By utilizing Pabbly Connect, you can automate the entire email process, saving time and ensuring consistent communication with your customers.

5. Delaying and Following Up with Upsell Emails

To enhance your upsell strategy, you can add a delay to the workflow before sending the follow-up upsell email. Click on ‘add new action step’ and select the ‘delay’ feature in Pabbly Connect. Choose to delay for 3 days.

After the delay, copy the previous Gmail step to create a new email action for the upsell offer. Change the subject to something like ‘Complete Your Skincare Routine’ and update the email content accordingly. Ensure the customer’s name is mapped for personalization.

Click on ‘save and send test request’ to send the upsell email. Verify that the email is received in the customer’s inbox.

This structured approach using Pabbly Connect ensures that your customers receive timely and relevant upsell offers, maximizing your sales opportunities.

Conclusion

By following this tutorial, you can effectively automate upsell emails after a purchase using Pabbly Connect. This integration not only saves time but also enhances customer engagement by delivering personalized content. Start implementing these strategies today to boost your e-commerce performance!