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How To Create Automations In A Workflow After Someone Purchases

Learn about tags, order triggers, wait steps, emails and more with this deep-dive training on post-purchase workflows and automations

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over a week ago

A Deep Dive Into Post Purchase Workflows

This step-by-step training shows you how to automate what happens after a client purchases a product in Ivorey. We’ll cover:

  • Setting up triggers inside of a workflow

  • Filtering by product, source, and price point

  • Adding tags to your contacts based on their purchase

  • Sending internal sales notifications to yourself or your team

  • Sending post-purchase emails, either in plain text or beautiful templates

  • Adding wait steps in between actions, such as waiting a number of days, or waiting until a specific date or time

  • And other best practice tips and ideas when creating workflows


Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Drop the templates directly into your account if you can't find them

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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