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!

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.

It will open the workflow for preview.

• Click Next to open the workflow and start edit it

Step 2. Edit the workflow

• 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.

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.

• 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.

Click to Manage tags to choose/add/delete a tag.

After filling in all information, click Launch and select campaign status: Keep draft or Go live.

Updated on: 26/07/2021