How to create Follow up on purchases campaign using Omnisend

Got a new customer? That's great! But how do you encourage them to follow up on purchases in your store? This guide, shows how to create a post-purchase campaign with Discounteo and Omnisend.

Start by navigating to your Shopify dashboard > Apps > Discounteo > Add automation. Select Omnisend as your Email Service Provider and the Campaign Type is Follow up on purchases.

How to add a Shopify Discounteo post-purchase automation for Omnisend

In this step, you can set up details of your automation like a discount value, usage limit, or expiration date. If you want to learn more, here is a useful article on configuring a discount.

Save the automation when you finish and copy the code snippet to the clipboard.

Copy the Discounteo code snippet for an Omnisend post-purchase automation

Now switch over to the Omnisend dashboard. Navigate to the Automation section > New workflow > Create custom workflow.

How to create a custom workflow in Omnisend

Let's set the automation trigger. Select trigger Order placed. Then hit Update.

How to set a post-purchase automation trigger in Omnisend

In the next step, add an action that is performed when someone will enter the automation. We want to send an Email.

How to add an email-sending action to an Omnisend automation

It's time for preparing an email template. In this step, you need to add the Discounteo code snippet. To do this, click on Quick add from the left-hand sidebar, then drag and drop an HTML element into your template. Delete the existing example code snippet and paste the one from Discounteo.

How to add the Discounteo code snippet to an Omnisend email template

When your email template is ready, hit Finish editing. When the entire automation is ready, click on Start workflow.

How to activate an Omnisend post-purchase workflow

From now on, when someone buys something in your store, they will get a discount code for their next purchase.

Omnisend post-purchase message with a Discounteo discount code