Post Purchase Series Workflow Template

The Post Purchase Series workflow template allows you to send contacts who placed an order a two-email series of messages that thanks the contacts for their order(s).

About this task

By default, the Post Purchase Series workflow template is triggered when Bronto receives an order with a Last Order Date that matches the current date. The workflow includes contact throttling, so a single contact can only enter the workflow once every three months, even if the contact has made more than one order within that time frame. This keeps contacts who order frequently from being overwhelmed by messages. You can edit the throttle by clicking the contact throttling setting in the workflow builder.

After a two-day delay, a contact in this workflow is sent a messages that you designed. Then, after a second two-day delay, the contact is sent a second message. The length of time for either delay can be adjusted. Messages sent with this workflow should thank or follow up with a contact regarding their order.

Before you use the Post Purchase Series workflow template to set up your Post Purchase Series workflow, you need to:
  • Create the list you want to temporally move contacts to while they are in this workflow. For more information see Create A List.
  • Create the emails this workflow will send. For more information see Create Email: Message Editor.
Note: The node labels in this template have been renamed to help guide you through the template. To see which nodes were used, mouse over the node label. You can also edit any of these custom labels.

What you need to do:

Procedure

  1. Go to Automation > Workflows.
  2. Copy the Post Purchase Series Template:
    1. In the Template Workflows section, select the box for Post Purchase Series Template.
    2. Click Copy.

      A window appears asking if you are sure you want to copy the template.

    3. Click Copy.
  3. In the Your Workflows list, click on the name of the copy you made.

    The copy of the template opens in the workflow builder.

  4. To edit the name and/or description of the workflow:
    1. Click on the workflow name, located above the workflow builder.
    2. Enter a new name in the Name box.
    3. Enter a new description in the Description box.
    4. Click Ok.
  5. We recommend you do not edit the Identify Who Purchased Today node.

    If left as is, this node will trigger on the current day's orders.

  6. In the Add to Temporary 'Welcome Series' List node
    1. Click a specific list.
    2. Click on the welcome series list you set up for this workflow then click Select.
  7. In the Wait 2 Days After Order node click 2 days if you want to change the length of time that passes before a contact receives the first message. If you clicked 2 days:
    1. Select a new unit of time from the Days list, enter a new number in the Wait for box, and click Done.
    2. Click the pencil icon in the heading of the node, update the label to reflect the new delay, and click OK.
  8. In the Send Follow-Up Message #1 node, select the first message that will be sent:
    1. Click an email message in the node text, click the name of the email message you want to send, then click Select.
    2. Click a name in the node text, enter the from name to be used for the email message in the From Name text box, then click Done.

      If you already see the correct name here you can skip this step.

    3. Click email address in the node text, enter the email address to be used for the message in the Email Address text box, then click Done.

      If you already see your email address here you can skip this step.

    4. Click the bold text on for Sender authentication if you wish to disable this feature.
    5. Click the bold text off for Reply Tracking and/or Frequency cap overrides if you wish to enable either of these features.

      For more information about frequency caps see Set Email Frequency Caps For Your Account.

  9. In the Wait Another 2 Days node click 2 days if you want to change the length of time that passes before a contact receives the second message. If you clicked 2 days:
    1. Select a new unit of time from the Days list, enter a new number in the Wait for box, and click Done.
    2. Click the pencil icon in the heading of the node, update the label to reflect the new delay, and click OK.
  10. In the Send Welcome Message #2 node, select the second message that will be sent after the specified delay time:
    1. Click an email message in the node text, click the name of the email message you want to send, then click Select.
    2. Click a name in the node text, enter the from name to be used for the email message in the From Name text box, then click Done.

      If you already see the correct name here you can skip this step.

    3. Click email address in the node text, enter the email address to be used for the message in the Email Address text box, then click Done.

      If you already see your email address here you can skip this step.

    4. Click the bold text on for Sender authentication if you wish to disable this feature.
    5. Click the bold text off for Reply Tracking and/or Frequency cap overrides if you wish to enable either of these features.

      For more information about frequency caps see Set Email Frequency Caps For Your Account.

  11. Optional: If you want to expand the workflow to send additional emails:
    1. Add the appropriate Delay and Send Email nodes to the canvas.
    2. Adjust the settings for those nodes.
    3. Connect the nodes to the workflow.
  12. Click Save Changes.
  13. If you are ready to start using your workflow, click the Inactive toggle to activate the workflow.

    The workflow starts working immediately after it is activated, so only do this when you want to start sending messages to contacts.