Next Order Coupon Follow up Emails
Learn how to migrate your old ‘Next Order Coupon Follow Up Emails’ sequence into an Automation Workflow
Follow the below instructions to migrate your legacy abandoned carts recovery email sequence into an automation workflow.

Pre-requisites

  • Make sure you’ve activated / set live the Next Order Coupon Follow up Email templates at your Retainful dashboard -> Emails -> Next Order Coupon Follow up Email Campaign -> Manage Emails
(NOTE: At least one email template should’ve been activated)
  • Automations feature should be enabled

Migration process

1. Go to your Retainful dashboard -> Automations
Click on 'Migrate Workflow' button
2. Click on the ‘Migrate Workflow’ button on the right side
3. Select the Workflow type -> ‘Post Purchase’
Select Workflow type
4. Click on the ‘Migrate’ button
That’s all required.
NOTE: You can still find the legacy Next Order Coupon Follow up Emails sequence at your Retainful dashboard -> Emails -> Next Order Coupon Follow up Emails Campaign -> Manage Emails. And, the active emails can still be sent to customers
Now, your legacy Next Order Coupon Follow up Email sequence has been migrated into an Automation Workflow.
Migrated Next Order Coupon (Post Purchase) Emails Worklfow
You can find it in the name “Automation - Post Purchase - Migrated” in the ‘Workflows’ list. By default, the workflow can be found in ‘Draft’ status.

Editing the Next Order Coupon (Post Purchase) Emails Workflow

Click on the ‘Edit flow’ button to edit the Next Order Coupon (Post Purchase) Emails Workflow.
You can edit and customize the workflow as per your choice. If you would like to set up any custom trigger rules for the workflow, you use this guide here to learn about the trigger settings.
Next Order Coupon (Post Purchase) Emails Workflow
By default, the coupon settings would be set to ‘Use the coupon generated by Retainful plugin (legacy mode, deprecated)’.
If you would like to stop using the coupon you’ve configured at your WordPress dashboard -> Retainful -> Next Order Coupon and set up a new coupon rule for the workflow,
  • Please go to your WordPress dashboard -> Retainful -> Next Order Coupon and Disable the next order coupon
Disabling Next Order Coupon in Retainful Plugin
Then, head to your Retainful dashboard -> Automations -> Automation - Post Purchase - Migrated -> Edit Flow,
  1. 1.
    Click on the ‘Coupon’ block
  2. 2.
    Select the ‘Generate a coupon code based on rules’ option on the right-side panel
  3. 3.
    Set up a Rule Name, select the coupon tye, enter the coupon value and set up coupon expiry (Optional: Set up a minimum order value required to use the coupon)
  4. 4.
    Save
Next Order Coupon Settings
That’s all required. Now, the next order coupons will be generated and sent in emails based on the set coupon rule.
You can edit and customize the rest of the workflow as per your preference.

Setting Live the Next Order Coupon Emails Automation Workflow

Once, when your next Order Coupon (Post Purchase) Workflow is ready to set live,
  • Please go to your Retainful dashboard -> Automations
  • Click on the ‘Switch to automation workflow’ button
Once the button is clicked, sending of the legacy email sequence will be stopped and the ‘Emails’ menu will disappear from your Retainful dashboard.
Switching to Automation Workflow
NOTE: The above step is not required, if you have already switched to Automation Workflows
  • Now, click on the ‘Edit flow’ to open the Automation Workflow
  • Click on the ‘Start Workflow’ button on the top right to set live the workflow
Setting Live
Your Next Order Coupon (Post Purchase) Workflow is ‘LIVE’ now.
Have any questions? or Need any assistance to migrate your Next Order Coupon Follow up Email sequence into an Automation Workflow?
Feel free to reach out to us on the live chat or write an email to [email protected]