Purchase Follow-Ups

Follow-Ups automatically email customers with a discount coupon after a successful order, helping encourage repeat purchases. You control when it's sent, who receives it, and how the coupon behaves.

How It Works

When enabled, the system will monitor completed purchases and automatically email a discount coupon to eligible customers based on your configuration.

Customers must have accepted marketing consent during any previous checkout for them to receive follow-up emails. This includes:

  • Any completed order

  • Any previous abandoned checkout (where consent was given)


Enabling Follow-Ups

Navigate to Marketing → Purchase Follow-Ups and toggle:

Send automated emails with discount coupons to follow-up successful purchases

This will activate the system and begin monitoring for follow-up triggers based on your defined criteria.


Run Criteria

These options let you define which orders qualify for a follow-up email.

  • Email Delay Define how long after the purchase to wait before sending the coupon (e.g., 7d).

  • Minimum Order Value Only trigger follow-up if the order total meets or exceeds this amount.

  • Maximum Order Value Optionally prevent follow-up for orders above this amount.

Per User Restrictions

Control how many follow-up coupons a customer can receive.

  • Max Coupons Per Customer Limit the number of coupons generated per customer within a given period.

  • Time Period Example: 7d (max 1 coupon every 7 days per user).

Global Restrictions

Set system-wide limitations to prevent over-sending.

  • Total Coupon Sends Limit how many follow-up coupons can be generated globally.

  • Time Period Example: 28d (max 100 sends every 28 days).

Global Restrictions

Set system-wide limitations to prevent over-sending.

  • Total Coupon Sends Limit how many follow-up coupons can be generated globally.

  • Time Period Example: 28d (max 100 sends every 28 days).


Coupon Configuration

When a coupon is generated and sent, it follows this configuration:

  • Discount Type Percentage or fixed amount.

  • Discount Amount The value to be applied (e.g., 10% or $5).

  • Recurring Discount Behaviour

    • Apply to first payment only

    • Apply to all recurring payments (if applicable)

  • Coupon Expiry Time after which the coupon becomes invalid (e.g., 1d).

  • Minimum Order Value Optional threshold to use the coupon.

Purchase Conditions

  • One-Time Purchases Enable or disable coupons for one-time purchases.

  • Subscription Purchases Enable or disable coupons for subscriptions.

  • Apply Discount Before Sales Determines if the coupon applies before active sales or promotions.


Filtering Options

  • Product & Tag Restrictions: Optionally limit discounts to specific products or tags only.

  • Coupon Usage Limits: Set how many times a customer can use the discount code.


Notes

  • You can set your Support Email in Store Settings – it will be shown in recovery emails.

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