Post Purchase Email Upsells allow you to send product offers to your customer via email after they have completed a purchase on your store.
Product offers that are related to your customer’s purchase help improve the customer experience. In addition, these types of offers can be more effective as they are marketed to those who are already comfortable making purchases from your store.
This article describes how Post Purchase Email Upsells work and provides step-by-step instructions on how to set one up.
Walkthrough
Functionality
Post Purchase Email Upsells send a product offer out to your customer immediately after they complete a purchase that contains a trigger product.
Caution: In order to receive the Post Purchase Email Upsell, your customer must opt into marketing from your store when they check out.
Your customer can accept the offer by clicking the add to cart button displayed in the email. This automatically directs them back to the cart page on your store, with the offered product in the cart.
Example
All elements that appear in the email can be customized in the Upsell offer settings.
Each time a customer accepts an Upsell by Email offer, Upsell records this data on the dashboard. Please visit View Upsell's Dashboard Metrics & Reporting for more details on the analytics available in Upsell.
Each Post Purchase Email Upsell sent out counts as one view.
Important considerations
- Post Purchase Email Upsells only display a maximum of three offers — even if you have enabled the Upsell setting to show all offered products.
- Because customers cannot select a specific variant from their email, if a product has multiple variants, Upsell will display a variant at random. It’s best to create the offer with the specific variant(s) you want to offer in the email.
- The offer quantity setting is not available for this offer type, but your customer can increase the quantity as desired once in the cart page.
Setup
- In Bold Upsell, navigate to Manual offers, and click Create New Offer.
- Enter an internal name for your offer.
- Click Set a trigger.
- In the Trigger event dropdown, select Post Purchase Email Upsells.
- Under Trigger products, select one of the two options:
- Trigger an upsell on specific products - This option allows you to select specific products to act as the trigger product. If this option is selected, proceed to step #6.
- Trigger an upsell on every product - This option will set all products on your store as a trigger for the offer. If this option is selected, skip to step #9.
- Click Select Products, and select your products or variants.
- Click Save Selection.
- Optional: Enter a Trigger quantity.
Note: This is the minimum number of trigger products a customer must purchase before they will be sent the offer.
- In the Upsell offer section, select Set an offer.
- Enter your desired information in the following fields:
Note: The image that appears here is an example image. Your own product image(s) will appear in the email. For additional style options, see the Style the email text section below.
- Email title - The subject line that appears in the email.
- Header image - Enter a link to your own custom image.
- Alternate text for header image - This text is shown in place of the header image in emails that do not support images.
- Header text
- Header description
- Body text
- Product caption
- Click Select Products, and select your offer products or variants.
- Click Save Selection.
- Optional: Select Set date range and select a Start and End date.
- Optional: Select Set cart price and enter a Min and Max cart total.
- Optional: Enable the Hide products that are out of stock setting.
- Click Save Offer.
Style the email text
You can use simple HTML to add extra formatting to the text that appears in the email, or use inline CSS styles.
HTML examples
- Bold text: <b>Example text</b>
- Italic text: <i>Example text</i>
- Smaller text: <small>Example text</small>
- Add a strikethrough: <del>
Example text</del> - Add a line break: Example<br>
text
For more information on using HTML and Inline CSS styles, please visit W3 Schools.