Skip to main content
This article covers the Acquire New Customers automation templates, designed to drive first purchases and encourage loyal customers to spread the word.

​
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 do not 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 is set to ensure that the customer received the order; change it if needed.

How to Create an Automated Workflow

Step-by-step guide to building and launching automation campaigns.

Introduction to Automation Templates

Overview of all available ready-to-use automation templates.