How to Send Upsell Emails?
Upsell emails are used to encourages customers to buy a more expensive version of the product or upgrade their accounts.
In this article, you will be guided on how to create an automation workflow for up-sell emails. Let's get started!
- From the app dashboard, go to "Automation > New workflow"
- Select your event type = "Up-sell"
- Select a preset: There are multiple pre-built workflow you can choose here. Click "Up-sell 3 emails" or "Up-sell 1 email" preset. It will open the workflow for preview.
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It will open the workflow for preview.
- Click Next to open the workflow and start edit it
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- You can edit this workflow by putting more items from the left menu into this workflow. Learn how to edit a workflow here:
Add a new email/sms to the workflow
Add wait time/certain time to send email
Add Yes/No Split to the workflow
Add Multiple Split to the workflow
Add A/B testing
Add Exit workflow
- If you want to edit an email/item in your workflow, click directly on it then it will show the edit column at right side. Click to edit email content.
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- When you done with this email content, click "**Save and Exit**", it will comeback to the workflow
- Click Next to go to the last step. Enter name for this workflow then click "**Launch**" to go live it or keep as draft.
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- Name: Enter the campaign name.
- Description: Enter the campaign description (optional)
- Tag:
Click the icon plus and create tags for it to manage different campaigns easily.
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Click to Manage tags to choose/add/delete a tag.
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After filling in all information, click Launch and select campaign status: Keep draft or Go live.
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In this article, you will be guided on how to create an automation workflow for up-sell emails. Let's get started!
Step 1. Select automation preset
- From the app dashboard, go to "Automation > New workflow"
- Select your event type = "Up-sell"
- Select a preset: There are multiple pre-built workflow you can choose here. Click "Up-sell 3 emails" or "Up-sell 1 email" preset. It will open the workflow for preview.
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It will open the workflow for preview.
- Click Next to open the workflow and start edit it
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Step 2. Edit the workflow
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- You can edit this workflow by putting more items from the left menu into this workflow. Learn how to edit a workflow here:
Add a new email/sms to the workflow
Add wait time/certain time to send email
Add Yes/No Split to the workflow
Add Multiple Split to the workflow
Add A/B testing
Add Exit workflow
- If you want to edit an email/item in your workflow, click directly on it then it will show the edit column at right side. Click to edit email content.
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Step 3: Ready to live
- When you done with this email content, click "**Save and Exit**", it will comeback to the workflow
- Click Next to go to the last step. Enter name for this workflow then click "**Launch**" to go live it or keep as draft.
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- Name: Enter the campaign name.
- Description: Enter the campaign description (optional)
- Tag:
Click the icon plus and create tags for it to manage different campaigns easily.
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Click to Manage tags to choose/add/delete a tag.
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After filling in all information, click Launch and select campaign status: Keep draft or Go live.
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Updated on: 26/07/2021
Thank you!