When to use it
- You want new customers to feel taken care of after checkout.
- You sell products with natural companions (“bought a camera → needs a case”).
- You’re trying to lift repeat-purchase rate and customer lifetime value.
This flow is for relationship and cross-sell — not the order receipt itself. Transactional receipts are sent by your store. Use this automation to start the next conversation.
How it works
1
An order is placed
The Order placed trigger starts the flow. Add an audience filter for first order only to give new customers a distinct welcome-to-the-family experience.
2
A thank-you goes out
Shortly after the order, a genuine thank-you — what happens next, how to get help, and a reason to feel good about the choice.
3
A cross-sell follows
A few days later, recommend the products that pair with what they bought, with a product block and a gentle incentive.
Set it up
- Go to Automations → Templates and choose Order Follow Up (thank-you + cross-sell) or Product Follow Up (recommendations tied to what they bought).
- Set the trigger to Order placed. Add an audience filter on order count if you want to target first-time buyers only.
- Write the thank-you, then the cross-sell email with a product block.
- Optionally add a Coupon step — a small next-order discount — before the cross-sell.
- Publish.
The proven sequence
Make it work harder
- Branch on behavior. Use a Binary step: already ordered again? Add them to Repeat customers and exit. Not yet? Send the cross-sell with an incentive.
- Time it to delivery. A “how are you enjoying it?” email lands best after the product arrives — trigger on Order fulfilled instead of Order placed for review requests.
- Protect margins. If you add a next-order coupon, keep it modest and set a minimum purchase in the coupon step.