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Set up your Thank First-Time Customers Automation
Set up your Thank First-Time Customers Automation

Say thank you to new customers for placing their first order and encourage them to come back and shop again!

Updated over a week ago

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 and contains the following steps:

    • The automation is triggered by a new customer completing their first purchase

    • An email is sent thanking the new customer for their first purchase and offering a 10% off coupon for their next purchase

    • The automation will then finish and the customer will not receive any more emails. Please note that the automation will also stop 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.

How to open the Thank First Time Customers Automation for editing

1. In your Marsello app admin, go to Marketing > Marketing automations. Select the Thank First-Time Customers Automation and click Edit.


Adding emails, SMS, delays, and/or points to your automation

Encourage customers to use their thank you coupon by adding delays and emails to the flow and increasing the chance of another sale.

1. For Automations not currently enabled, please select edit and move on to step 2.

For Automations currently enabled, 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 to edit if currently enabled. Click Yes, disable, and edit.


2. 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.


πŸ’‘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 blocks

Here you can adjust the blocks and ordering of your automation.
Monitor flow performance, and continue to make improvements to get the best results!

In addition to adding new emails and delays, you can:

  • Edit trigger settings

  • Adjust, clone, or delete delays

  • Edit, clone, or delete email templates


The Trigger dictates when the automation is initiated.

1. Click the settings icon to update the trigger settings


2. Set the order count that the first email will be triggered by


3. Click Save Changes

πŸ“ Note: For this automation to send to first-time customers, it should trigger when the order count equals 1.


A Delay is the time between when one email is sent and the next email in the flow will be sent.

1. Click the pencil icon to update the Delay settings


2. Select how much time to wait before the next email in the flow will send


3. Click Save changes

4. Click Clone step if you need to repeat a delay in the automation flow


5. Click delete if you want to delete the step


Email templates

Email templates create the content and messaging of the actual emails that are sent to your customers.

To edit the content of your email templates, click the three horizontal lines to edit the email content

  • Click clone step to clone the email and add it as the next step in the flow

  • Click the delete to delete the email template


πŸ“– Learn more: Here are some helpful guides with tips on customizing your emails.

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