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