Welcome Series Template
Goal
Encourage new customers to complete their first purchase by giving them a surprise gift — a 20% discount — when they create an account.Flow
They receive an email about the discount right away, and if they do not make a purchase within 3 days, they get a reminder email encouraging them to take advantage of the discount.
Trigger
Account CreatedInstructions
Ask Repeated Customers for Referrals Template
Goal
Encourage loyal customers (those with more than 2 orders) to refer their friends after making a purchase.Flow
This automation triggers when a customer places an order and waits for 14 days. It then sends an email inviting the customer to refer a friend and earn rewards. If no successful referrals are received within 2 days, a reminder email is sent.
Trigger
Placed OrderInstructions
- Enable the referral program and set up rewards for both your customers and their friends.
- Ensure that you activate the notification emails for both the customer and their friend upon successful referral.
- Adjust the 14-day wait to match your process. It is set to ensure that the customer received the order; change it if needed.
This template nudges existing customers to make referrals. It does not send reminders to the referred friend who hasn’t signed up yet, and it does not support referrer-initiated follow-ups to specific friends.
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