Before You Dive In
This article is one step from our Master Help Guide: All About Online Stores. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown 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 how to set up post-purchase workflows for your online store
Automatically trigger actions after a customer completes a purchase in your online store
Create tasks for order review and fulfilment, so nothing slips through the cracks
Tag customers based on the products they’ve purchased for better segmentation and follow-up
Decide whether to use built-in order confirmation emails or send your own branded emails
How to Set Up Your Online Store Post-Purchase Workflows
Once someone has purchased a product in your store, you can setup a post-purchase workflow so that you receive an email notification, an internal task is created, and your customer receives a confirmation email letting them know their order has been received.
Click here for the written steps
Click here for the written steps
From the Ivorey™ main menu, go to [Workflows] > then click [Create Folder] to keep your store workflows organised > inside your folder click the [+ Create New Workflow] button at the top right of your screen > then select [+ Start From Scratch]
Create your post-purchase workflow using the following trigger and actions:
Trigger: [Payment Received] > use the [Filters] to select [Global Product] > then select your first product > click [Save Trigger]
Action: (optional) [Add Contact Tag] > create or select the tag you want to be added to the contact profile of your customer once they purchase your product > click [Save Action]
Action: [Send Internal Notification] > select [Email] > under 'To User Type' select [Custom Email] > and add the email you want > add a subject line > then in the message box type the message you want to receive when someone purchases your product > click [Save Action]
To use the custom values to populate the purchase details:
Click the 🏷️ icon in your message box > click the [Payment] tab > click [Payment Received] > then click the custom values you want to populate in your message
An example of a message you might create/custom values you might use for stores selling physical products:
"{{payment.customer.first_name}} has just purchased Your Product!
A task has been created to review and send their order:
Order Details:
Customer Name:{{payment.customer.name}}Product: Your Product
Total:{{payment.total_amount}}
Address: {{payment.customer.address}}
Email:{{payment.customer.email}}
Phone: {{payment.customer.phone}}"
Action: [Add Task] > title your task > write your task in the description box > assign your task to yourself or a team member > then set a due date for when this task needs to be completed (e.g if you sell physical products and say orders will be packed within 2 business days, you can set this task to be due in 2 days) > click [Save Action]
Action: (Optional) [Send Email] > select an email template you have already created from the 'Templates' drop down menu, or type your confirmation email directly into the 'Message' box
Note: You can skip this step if you have the system default confirmation email enabled inside Payments > Settings > Notifications
You can continue building out the relevant actions to create your post-purchase customer journey, but the above is a great foundation to start with
Once you have finished creating your post-purchase workflow, toggle from draft to publish at the top right of your screen > then click [Save] to update your changes and publish your workflow
If you want to create a seperate workflow for each individual product, you can duplicate the first workflow > rename it > and update each of the triggers and actions to match the next product
If you want to create one workflow for ALL of your products, make sure that none of your actions or emails mention and product name specifically > then add a new trigger for each product you have listed in your store. This will mean that no matter what product your customer purchases, they will go into this workflow
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide on Online Stores 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.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Upload the templates to your account
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 🤍