After Purchase Follow Up

Video overview and walkthrough of recipe

After a contact purchases a product from you, you can begin an automated follow up sequence that increases satisfaction by helping a new customer gain as much value as possible from their purchase. Also known as an onboarding sequence, you can make the new customer aware of resources available to them, such as help documents and support channels. You can give them tips and tricks for getting started, and then send advanced suggestions for getting the most out of it.