Welcome Message w/ Purchase History Check Workflow Template

The Welcome Message w/ Purchase History Check workflow template allows you to send new contacts different welcome messages based on whether contacts added to your account have order data.

About this task

The Welcome Message w/ Purchase History Check workflow template starts when a contact is added to your account. By default, contacts who move from transactional to onboarding status are also included. When the workflow is triggered it checks whether a new contact has order data in Bronto and sends the contact one of two welcome messages based on this information. A delay node is included in the workflow so that all order data for your contacts finishes importing before the contacts move through the workflow.

Before you use the Welcome Message w/ Purchase History Check workflow template you need to create the messages you want to send with this workflow. For more information, see Create Email: Message Editor. The message you send to contacts who have made an order acknowledge their order and/or indicate you appreciate their business. We recommend the message you send to contacts who do not have order data in Bronto includes a coupon or discount on their first order.

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 Welcome Message w/ Purchase History Check Template:
    1. In the Template Workflows section, select the box for Welcome Message w/ Purchase History Check 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. In the Identifies All Newly Eligible Subscribers node:
    1. Click on the contact status.
    2. Set the status to active/onboarding.
  6. Optional: In the Small Delay, Ensure All Info is Imported node, adjust the delay time if you want a delay longer or shorter than 15 minutes.

    You may want to make the delay longer if you are importing a large number of contacts. Also, for this workflow you should always keep the delay node set to a relative period of time.

    1. Click 15 minutes in the node text.
    2. If desired, select a new unit of time from the Minutes list.
    3. Enter a new length of time in the 15 box.
    4. Click Done.
  7. Leave Check To See If User Has Ever Purchased unchanged.

    This node will look at the order data for each contact who enters the workflow. If Bronto has order data for the contact then they will be sent the If Yes, Send Welcome Msg + Thank You node's email. Otherwise, they will be sent the If No, Send Welcome Msg + Coupon/Offer email.

  8. In the If Yes, Send Welcome Msg + Thank You node, select the email message that will be sent to the contact:

    This email should thank the contact for their purchase.

    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 If No, Send Welcome Msg + Coupon/Offer node, select the email message that will be sent to the contact:

    We recommend this email encourages the contact to make their first purchase by including a coupon or other offer.

    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.

  10. Click Save Changes.
  11. 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 if you want to start sending your welcome messages to new contacts.