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In this article, we’ll dive into more details and discover the Acquire New Customers templates designed to drive sales and boost customer engagement.

Welcome Series Template

Goal

Encourage new customers to complete their first purchase by giving them a surprise gift — a 20% discount — when they create an account.

Flow

They receive an email about the discount right away, and if they don’t make a purchase within 3 days, they get a reminder email encouraging them to take advantage of the discount.
Welcome Series automation flow

Trigger

Account Created

Instructions

  • Avoid using the “Create Account” challenge with this automation to prevent customers from earning rewards twice.
  • Make sure to disable any other welcome email upon account creation to prevent duplicate emails from being sent.

Ask Repeated Customers for Referrals Template

Goal

Encourage loyal customers (those with more than 2 orders) to refer their friends after making a purchase.

Flow

This automation triggers when a customer places an order and waits for 14 days. It then sends an email inviting the customer to refer a friend and earn rewards. If no successful referrals are received within 2 days, a reminder email is sent.
Ask Repeated Customers for Referrals automation flow

Trigger

Placed Order

Instructions

  • Enable the referral program and set up rewards for both your customers and their friends.
  • Ensure that you activate the notification emails for both the customer and their friend upon successful referral.
  • Adjust the 14-day wait to match your process. It’s set to ensure that the customer received the order; change it if needed.