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First-Time Buyers

Workflow Documentation
Last updated on April 12, 2017

Details

Send timely, targeted emails to customers who place an order in your shopping cart for the very first time. When a customer places an order, our system will verify that the customer has bought something for the first time & trigger any email that matches a workflow rule criteria.

Setup

  1. Login to your Vextras account
  2. Click the ‘Add New’ in the bottom left corner
  3. Select ‘Add Workflow’
  4. Select ‘Marketing’
  5. Choose ‘First-Time Buyer’
  6. In step 1, toggle desired settings
  7. In step 2, add the name, email and subject customers will see when the message arrives
  8. Select a template to use, or add content using the WYSIWYG editor
  9. In step 3, confirm settings and activate

Overview Dashboard

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

  • Messages pending – count for pending e-mails that are scheduled to be sent
  • Messages sent – count for sent messages
  • Opens – number of times messages have been opened
  • Clicks – number of times messages have been clicked
  • Conversions – number of conversions resulting from this type of workflow
  • Revenue – total sales attributed to this type of workflow
  • Activity chart – weekly view of sent messages

Rules

  • Workflow name – the “friendly name” for your workflow, customers will not see this
  • Sending filter – send to all customers or only those who have opted in or registered in your store
  • Order status – select the order status that will trigger the rule
  • Products – Identify any or all SKU’s that will trigger a rule
    Send after – time delay before a message is sent

Logs

The logs area of this workflow will display log events between specific date ranges.

  • Pending – shows messages that validated based on rule criteria and are scheduled to be sent
  • Sent – shows information about messages that have been sent as a result of meeting rule criteria
  • Conversions – displays relevant conversions as a result of a workflow message triggering

More Information

  • First-time buyer workflows will trigger on any new customer purchase, regardless of when the workflow was activated in Vextras.
  • Our system will calculate the current order count based upon the customer’s email address. It doesn’t matter if they are anonymous/guest or are a registered customer account.
Compatibility
  • All shopping carts are supported with this workflow.

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