Configuring Post Purchase Campaigns
How to Setup Post Purchase campaigns
If you're doing Review Reminders, they have some additional configuration steps required. Look at the Review Reminder email setup instructions here.
For all other campaigns (upsell/cross-sell, welcome or educational content), see below:
Review Reminder (aka Review Booster) is one of four types of Post-Purchase emails that follows up with your customer after they place or you ship their order.
Recapture allows you to change a number of things about your post-purchase campaign, including:
- The number of emails you send. By default, we don't setup or send any of these emails for you, but they're easy to create!
- The timing of the emails and when they send.
- The content and subject of the emails in the editor
- When you trigger the email (after order is placed or shipped/complete)
- Segmenting which customers should receive the email
Adding Post Purchase Campaign Emails
First, go to the Post Purchase section of your account by navigating from the left side menu:
This will take you to the Post Purchase analytics screen, which isn't very interesting just yet...
Next, click on "Campaigns" at the top:
You'll see a series of default Review Reminder campaigns that were added automatically to your account on setup:
You can see the star icon on the left side that indicates the type of campaign (review reminder).
You'll want to create some other campaigns, so start by clicking on the "Add Campaign" button to the right, toward the top:
And selecting the appropriate email type:
Pick the type of email you want. If you want to do Review Reminders, be sure to look at the specific instructions for Review Reminder email setup instructions here.After clicking it, you'll be asked some questions about the timing, subject, preview text and the name of the campaign. Here's an example for Upsells:
Recapture has some defaults setup for you to do each type of email, but you'll want to make some changes for your specific store, audience, and products you sell.
Enter your changes and click Next Step at the bottom of the screen:
This will place you in the Email Editor to change the content. If you need some help with the Recapture email editor see our Changing Email Content below OR see our article about Creating Campaigns.
Changing Email Timing, Subject Lines
To adjust the timing of the email as well as the subject and preview text, click the "Settings" button at the top of the grey menubar (below the green one), which will bring up these options:
The emails can be triggered after the order is placed or shipped, depending on your preferences.
When you're done, click "Save" at the top.
Changing Email Content
When you enter the Email Editor by clicking the Edit button, or after you finish "Add Campaign", the editor is exactly like the one we use for Abandoned Carts. You can drag and drop items into the email, and click-to-edit things in the middle. It's super easy to use and pretty intuitive:
Our palette on the left allows to drag titles, text, images, buttons, social sharing links/buttons or the order contents into the email wherever you want. It's drag-and-drop, so just click on a blue item on the left and hold the button down as you drag it on to the email template in the middle.
You can click any item in the editor to change it, like so:
The left up/down arrow allows you to move the block in the editor to a different location. And the right vertical dots menu allows other options:
As you click on items, you'll see other things open up on the right hand side:
These show the options for a Text Block--allow you to use certain personalization tags (where we will take customer data and use it to personalize the email), alignment and margin adjustments.