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How To Create Automations In A Workflow After Someone Purchases
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 avatar
Written by Grace
Updated over 2 weeks 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

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