Before you get started
Some key details to note about the Thank first-time customers automation:
The Thank first-time customers automation is prebuilt in your Marsello app admin.
This prebuilt automation adheres to the following procedure:
The automation is triggered by a new customer completing their first purchase.
After the purchase is made, an email is sent thanking the new customer for their first purchase and offering a 10% off coupon for their next purchase.
When the automation is finished, the customer will not receive any more emails. (This automation will also be marked as complete if a customer responds to an email and completes their purchase.)
The Thank first-time customers automation is fully customizable to suit your brand's needs. You can add/remove emails in the automation and even update the discount settings.
Open the Thank first time customers automation for editing
1. In your Marsello app admin, go to Marketing > Automations. Select the Thank first-time customers automation and click Edit.
📝 Note: Automations that are currently enabled will need to temporarily disable the automation prior to editing it.
To disable an Automation, click the edit button to the right of the Automation's name in the Automation menu. This will trigger a pop-up asking you to disable the automation Click the Yes, disable, and edit button.
Adding an email, SMS, delay, and/or points step to your automation
2. Open the email editor of your automation and click the ⨁ icon to insert an Email, SMS, delay, or add points into your flow.
3. Choose the step you will be adding to the flow (Email, SMS, Points, or Delay) and click Continue.
💡Important: Make sure that you put a delay between emails in the flow otherwise, customers will only receive the first email due to the safe-sending period of 2 hours between receiving emails.
Modify trigger, delay, and email templates
In addition to adding new emails and delays, you can:
Edit your automation's trigger settings
Adjust, clone, or delete delays
Edit, clone, or delete email templates
Edit your automation's Trigger settings
The Trigger dictates when the automation is initiated. To update your automation's Trigger settings:
4. Click the cog icon to open the trigger settings menu
5. Set the order count that the first email will be triggered by
6. Click Save Changes
📝 Note: For this automation to send to first-time customers, it should trigger when the order count equals 1.
Adjust, clone or delete Delays
A Delay is the time between when one email is sent and the next email in the flow will be sent. To update your automation's Delay settings:
7. Click the pencil icon to update the Delay settings
8. Select how much time to wait before the next email in the flow will send and select Save changes
9. If you need to repeat a delay in the automation, go back to the pencil icon next to the Delay step and click on the three dots. Next select Clone step
10. If you need to delete the Delay step, go back to the pencil icon and click on the three dots. Next, select Delete
Edit, clone or delete Email templates
Email templates create the content and messaging of the actual emails that are sent to your customers.
Edit your email template
11. Click the pencil icon to update the contents of your Email template
Clone your email template
12. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select clone step.
Delete your email template
13. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select delete.
📖 Learn more: Here are some helpful guides with tips on customizing your emails.