How to create First-time Purchase Anniversary Workflow?
Looking for a way to email customers to celebrate their first purchase? Below is an article that will help you create an automatic email to your customers to celebrate and send them a gift code.
In your app, select Automation > New workflow
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1v3bmyb.png)
Next, tick Special Occasions and select the First Time Purchase event preset
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_7y1gyn.png)
A preview of the workflow will be displayed. Select Next to edit the workflow.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_dal4tb.png)
Note: When you choose our preset, a segment will be created to ensure that mail is only sent to your subscribers.
If you don't want to use the preset, you can create a new event by: Select Blank > First time purchase > Next
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1qbdo91.png)
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1ttczfv.png)
You can edit this workflow by adding items from Workflow Elements.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_6ujx70.png)
To edit each item, select them at the workflow and the right side of the screen will display a popup for you to edit. Here are detailed instructions for each item:
Email
SMS
Wait Time & Certain Time
Yes/No Splits
Multiple Splits
A/B Testing
Exit
Update contacts attributes
After creating the workflow, select Next and fill in the information for your workflow.
Select Launch > Select Keep draft to save the draft or select Go live now to get the workflow working right away.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_lxonor.png)
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_102rgh1.png)
Step 1: Select workflow event and preset
In your app, select Automation > New workflow
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1v3bmyb.png)
Next, tick Special Occasions and select the First Time Purchase event preset
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_7y1gyn.png)
A preview of the workflow will be displayed. Select Next to edit the workflow.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_dal4tb.png)
Note: When you choose our preset, a segment will be created to ensure that mail is only sent to your subscribers.
If you don't want to use the preset, you can create a new event by: Select Blank > First time purchase > Next
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1qbdo91.png)
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_1ttczfv.png)
Step 2: Edit workflow
You can edit this workflow by adding items from Workflow Elements.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_6ujx70.png)
To edit each item, select them at the workflow and the right side of the screen will display a popup for you to edit. Here are detailed instructions for each item:
SMS
Wait Time & Certain Time
Yes/No Splits
Multiple Splits
A/B Testing
Exit
Update contacts attributes
Step 3: Ready
After creating the workflow, select Next and fill in the information for your workflow.
Select Launch > Select Keep draft to save the draft or select Go live now to get the workflow working right away.
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_lxonor.png)
![](https://storage.crisp.chat/users/helpdesk/website/b66870a37c890800/image_102rgh1.png)
Updated on: 09/08/2021
Thank you!