Skip to main content

Post-Purchase Workflows For Sales Funnels

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

Before You Dive In

This article is one step from our Master Help Guide: All About Sales Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you want to:

  • Learn best-practice for what workflows you'll need for a sales funnel

  • Customise and use our post-purchase email and workflow templates

  • Tag your contacts and send notifications after a sales funnel purchase

Important: If you are selling a course or community through this sales funnel, there are additional steps and emails that you must setup. Please refer to the Course or Community Master Guides to ensure you cover all requirements.

Step 1: Customise Our Post-Purchase Email Templates

Once your sales funnel is built, it's a good idea to set up a post-purchase email that gets sent to anyone who buys through your funnel. This can thank them for their purchase and orient them to any next steps based on what you sold in the funnel (e.g. the email could include a button linking to a calendar booking, digital download, or simply tell them to expect course/community login details in a separate email).

We suggest creating the following emails for each sales funnel:

  • Post-Purchase email to confirm/deliver the purchase or provide next steps - You'll need 2 if you have a bump offer (one for the main offer, one for the bump offer)
    ​

  • Abandon Cart email to try recover the sale - Optional but recommended

Click here for the written steps

  1. From the main Ivorey™ menu, go to Marketing > Emails > Templates. Look for the Post-Purchase Emails folder. Inside, you’ll find templates for courses, communities, and general products. If you don’t see our email templates already in your account, open the chat widget and we’ll add them for you.
    ​

  2. Duplicate the email template as many times as you need . In the Post-Purchase Emails folder, click the three dots next to the template → Clone it → rename it accordingly. Move the cloned version into your new folder. If you have different price points or bump offers, you can clone the email multiple times to customise the message based on what they bought (optional).
    ​

  3. Create your own folder to stay organised. Back in the main Email Templates area, create a new folder for this product or offer (e.g. “Emails for [Product Name)" and move the templates here so they are neatly organised for future reference.
    ​

  4. Customise the email templates. This is the email your customers will be sent after purchase. Open your cloned version and edit the text. You can also add buttons to deliver a bonus PDF, link to your calendar, or send them anywhere else.
    ​
    ​Do NOT include any login details for courses or communities here, as those custom values will NOT populate inside workflows. Follow our course and community guides to setup those extra emails separately.
    ​

  5. If images inside your email template is missing, you can customise a back-end setting (custom values) to automatically update your logo, photo, and signature to apply across ALL of the email templates we've created for you.
    ​

  6. Hit [Save] once you're done and move onto the next step.

Step 2: Setup Your Sales Funnel Workflows (For Post-Purchase and Abandoned Cart)

You’ll need to tell Ivorey™ what to do when someone abandons cart or buys. We suggest creating the following 3 workflows for every sales funnel you publish:

  • Abandoned Cart Workflow

  • Post-Purchase Workflow

  • Bump Offer Workflow (if you have a bump offer)

We’ve created bonus workflow templates for all of the above, to make this a fast and easy process for you.

Click here for the written steps to: Duplicate our workflow templates

  1. Go to Workflows and open the Bonus Workflow Templates folder. If you don’t see it, ask us via the chat widget and we’ll add it for you.
    ​

  2. Duplicate the relevant workflow templates. Click the three dots > Duplicate workflow > rename it using your product name (e.g. Grace’s Course – Post-Purchase).

    • Duplicate Post-Purchase – [Product Name]

    • Duplicate Abandoned Cart – [Product Name] (optional, but recommended)

    • Duplicate Bump Offer – [Product Name] (only if you have a bump at checkout)
      ​

Click here for the written steps to: Setup the abandon cart workflow

  1. To customise the Abandoned Cart workflow template:
    ​

    1. Set the trigger to "Order Form Submitted" then add the following filters:
      ​

      1. Submission type = Optin. This is once they submit their details (e.g. name and email) on the order form.
        ​

      2. In Website/Funnel = Select your sales funnel. This ensures this workflow only fires on your chosen funnel.
        ​

    2. Customise the action steps:
      ​

      1. Wait: This step creates a delay (e.g. 1 hour) to give them time to purchase before sending reminders.
        ​

      2. Add Tag: Replace the example tag with your own (e.g. Abandoned Cart – Product Name). This helps you track who abandoned checkout.
        ​

      3. Send Email: Select the abandoned cart email you created in the previous step. This will send to the lead who abandoned the cart. Ensure to edit the button URL to include the link back to your sales or checkout page.
        ​

      4. Internal Notification: This sends you a notification via Ivorey's notification tab or the LeadConnector app on your phone when someone abandons their cart. Customise the message to your liking.
        ​

      5. Toggle it ON to publish mode and press Save.

Click here for the written steps to: Setup the post-purchase workflow

  1. To customise the post-purchase workflow template, set the trigger to "Order Submitted" then add the following filters:
    ​

    1. Global Product = Select the product you're selling in the funnel. If you wish, you can continue filtering down to the specific price point if you want this workflow only to trigger on one of them.
      ​

    2. In Website/Funnel = Select your sales funnel. This ensures this workflow only fires on your chosen funnel. You can leave this filter OFF if you sell this product other ways on Ivorey (e.g. via invoice, online store) and want the workflow to trigger no matter how it's sold.
      ​

  2. Customise the action steps:
    ​

    1. Remove from workflow: Select your abandon cart workflow to ensure anyone who purchases gets removed from there.
      ​

    2. Remove tag: Select your abandon cart tag if you wish to remove it from abandon cart leads who end up purchasing.
      ​

    3. Add Tag: Replace the example tag with your own (e.g. Purchase – Product Name). This helps you search, filter and segment your leads based on their purchase history.
      ​

    4. Send Email: Select the post-purchase email you created in the previous step.
      ​

    5. Internal Notification: This sends you a notification via Ivorey's notification tab or the LeadConnector app on your phone when someone purchases. Customise the message to your liking.
      ​

    6. Toggle it ON to publish mode and press [Save]
      ​

    7. If you want to create workflows for multiple price points and/or products inside a funnel, duplicate this workflow as many times as you need.

Click here for the written steps to: Setup the bump offer workflow

  1. To customise the bump offer workflow templates, set the trigger to "Order Submitted" then add the following filters:
    ​

    1. Global Product = Select the product you're selling as the bump offer in the funnel.
      ​

    2. In Website/Funnel = Select your sales funnel. This ensures this workflow only fires on your chosen funnel.
      ​

  2. Customise the action steps:

    ​

    1. Add Tag: Replace the example tag with your own (e.g. Purchase – Bump Product Name). This helps you search, filter and segment your leads based on their purchase history.
      ​

    2. Send Email: Select the post-purchase bump email you created in the previous step.
      ​

    3. Internal Notification: This sends you a notification via Ivorey's notification tab or the LeadConnector app on your phone when someone purchases. Customise the message to your liking.
      ​

    4. Toggle it ON to publish mode and press [Save]
      ​

Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Sales Funnels to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Still 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 🤍

Related Articles
All About Sales Funnels: A Master Help Guide
Use Order Forms Without a Sales Page
Add Products To a Sales Funnel
Customise Ivorey's Sales Funnel Templates
Course Signup Workflows For Offer Checkouts
Did this answer your question?