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Create repeat customers using an Automation Journey
Create repeat customers using an Automation Journey
Liz Gannes avatar
Written by Liz Gannes
Updated over a week ago

Mailmunch Journey Builder helps you create unique, and automated marketing workflows for your contacts. Mailmunch allows you to retarget individual customers, and drive them to convert.

Follow the steps below to create an automated work flow to encourage first time shoppers to become loyal returning customers with post-sale promotions:

Step 1: Navigate to your Mailmunch menu bar items on the homepage and select Campaigns. Click on the CREATE NEW CAMPAIGN button present in the top right corner of your screen.

Step 2: Click on Automations (Beta) from the different campaign types displayed.

Step 3: Enter a Name for your automation, and select Checkout Created as your Trigger. Click on the CONFIRM button to proceed.

Step 4: Drag the ADD A DELAY option from CONDITIONS present in the left menu panel of your screen to the plus sign in your workflow. Select a delay for 1 day from the drop-down menu, and click on the check mark button.

Step 5: Drag the SEND EMAIL option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Configure the settings in the left panel of your screen. Enter SENDER NAME, SENDER EMAIL, SUBJECT LINE, and PREHEADER TEXT.

Click on the Edit Design button to design, and customize your email content using the drag and drop builder. Browse through a variety of eye-catching templates. Hover over the template of your liking, and click on the USE TEMPLATE button in order to select it.

Design an abandoned cart email as a reminder to your customers, you can view your campaign design by clicking on the Preview button.

Once you're done with designing, click on the check mark button to save the changes made.

Step 6: Drag the Split Journey option from CONDITIONS present in the left menu panel of your screen to the plus sign in your workflow.

Contacts in this flow will later be sent further engagement emails, or assigned with tags depending on their different behaviors.

Step 7: Configure the settings in the left menu panel of your screen. Based on the Shopify Activity, Order Placed, greater than equal to 1 times, since entering this flow.

Click on the check mark button the save the settings.

Step 8: Based on Shopify activity, contacts who placed an order once, or more since entering this flow will be considered as high-value customers. Encourage these first time shoppers to become loyal returning customers with post-sale promotions.

Send your existing post-sale email (or create something new) 1 day after a customer’s first purchase:

  • Drag the ADD A DELAY option from CONDITIONS present in the left menu panel of your screen to the plus sign under the YES option in your workflow. Select a delay for 1 day from the drop-down menu, and click on the check mark button.

  • Drag the SEND EMAIL option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Configure the settings in the left panel of your screen. Click on the Edit Design button to design and customize your post-sale email content, and click on the check mark button.

Send a follow-up email 3 days later to encourage more shopping:

  • Drag the ADD A DELAY option from CONDITIONS present in the left menu panel of your screen to the plus sign in your workflow. Select a delay for 3 days from the drop-down menu, and click on the check mark button.

  • Drag the SEND EMAIL option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Configure the settings in the left panel of your screen. Click on the Edit Design button to design and customize your post-sale email content to encourage more shopping, and click on the check mark button.

Assign a tag for your high-value customers:

  • Drag the ASSIGN TAG option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow. Select a tag for them using the drop-down menu present in the left menu panel of the screen, and click on the checkmark button to save.

Step 9: Drag the ASSIGN TAG option from ACTIONS present in the left menu panel of your screen to the plus sign in your workflow under the NO option. Select a tag for them using the drop-down menu present in the left menu panel of the screen, and click on the checkmark button to save.

To create a new tag, click on the + New Tag button, enter a name for the tag and hit Confirm.

For this instance, we have assigned a tag of "Out of cycle". If contacts haven't made a purchase since entering this specific flow, they are identified as not interested.

Step 10: Click on the Save button. Click on the INACTIVE drop-down menu present on the left corner of your screen, and select the Activate Flow option. Click on Close button.


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