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How To Send a Follow-Up Emails to Your WooCommerce Customers

follow up

Following up with your WooCommerce customers is probably one of the most missed opportunities for any store owner. And I don’t just mean a simple thank you, although that is important, too.

Just think about it. Every situation where a follow-up email could be the deal breaker, if not for right in the moment, certainly in the long-term.  It’s your chance to up-sell them after a purchase. You might thank them by including a coupon for a future purchase. Or send them a nudge or incentive if they abandoned the cart before checking out.

Naturally, exactly what —and when—you send is critical. And that is where the WooCommerce Follow-Up Extension comes in.

Conditional Logic in the WooCommerce Follow-Up Extension

You may have heard me talk about conditional logic before. In a nutshell, it means that something is triggered when something else happens.

If you do this, then this will happen.

Creating and Managing Follow-up Emails

Here you will see the full screen to compose and set up your email followup.

Follow-up Types

The email types you can set up are designed by a specific email function and an action taken by your customer. As you add more extensions, you will find this list growing, For example, you will note that there is a Subscription Email option. This is because I have the Subscription extension installed.

The next few screenshots, with the exception of one, will show you the options for the follow-up type purchase email. But keep in mind that all the settings I show you will change for each of those specific follow-up types that I showed you above.

Follow-Up Triggers

This is where you put the conditions. What appears here will depend upon your follow-up type. You can see all the options we have if we select Purchase Email:

The triggers will vary depending on the follow-up type. In this example, you can see that we have chosen the follow-up type subscription email:

Returning to the product type purchased email, we can delay the sending by minutes, hours, days, weeks, months or years. In addition, for this particular type, we can choose by product and/or category. Again, this will vary, depending on your follow-up type.

Using conditional logic, you can add as many tiggers you want to meet specific criteria.

Followup Settings

The settings have a few options that you can trigger that will keep you from accidentally sending out too many emails.

Follow-up Coupons

Being able to automatically add a coupon to the follow-up email is a great way to thank new or existing customers. Simply create a coupon like you do any other coupon in WooCommerce and it will be used specifically for the selected followup.

Follow-up Exclusions

You are able to exclude any categories or products from a specific followup:

Customize Who the Follow-up is From

Instead of the default, you can make it a bit more personal here, as well as add anyone you would like to a blind carbon copy.

Google Analytics Tracking for Followup

You can toggle this checkbox to add tracking by generating a link-tracking URL to use with your Google Analytics.

Send a Test Email

Once you have put this together, you can send yourself or someone else a test email.

Email Campaigns

You can group emails, or even tweets, into a campaign, as I will show you in a bit. You just create a campaign name here:

And when you have created a followup, you can assign it to a specific campaign. So you could create four followups and have them going out every few days after a purchase has been made.

Follow-up Tweets

You can also create a followup with a tweet on Twitter. You will see these work very much like the follow-up emails in regards to the options you have.

Here you can see all the triggers for the follow-up tweets.

Follow-up Mailing Lists

Built into this extension is the ability to sign up new subscribers, give them the option to join a mailing list by adding a form, and sending or scheduling targeted single emails to those subscribers.

As you can see from this screenshot, you are able to:

  • Add a new subscriber individually or subscribers by bulk
  • Sort subscriber lists for target marketing
  • Give subscribers the chance to opt-out

Follow-Up Settings

Several general settings are available here.

The SPF and DKIM gets a bit technical, but will help with email deliverability and controlling SPAM. There is further documentation at WooCommerce explaining this more.

DKIM-and-SPF-settings

Here are some of the general settings for the mailing lists I showed you before:

follow up subscriber settings

Several tools are available for backing up and restoring, exporting mailing lists, logging, and some data management.

Plus some extras to help you with abandoned carts, subscriptions payments and connecting your Twitter account:

I have touched just the tip of the iceberg here. In fact, this extension integrates smoothly with many WooCommerce extensions and other plugins.

A  missed opportunity in your online store is something hard—if not impossible— to regain unless you have the right tools in place. And the WooCommerce Follow-Up extension will do it for you.

6 Comments

  1. baldwin jackson on October 30, 2017 at 3:55 am

    Excellent plugin I guess for big WooCommerce Store owners who always worried about their existing customers. Instead of going through with the mail chimp process web master can easily send promotional emails from WordPress. Many thanks for sharing. Cheers!

    • BobWP on October 30, 2017 at 5:29 am

      You bet, it can really help any store owner no matter the size. Especially if you have enough products to upsell or even discount a new customer with.

  2. bildmanufakturwackernah on December 31, 2017 at 2:57 am

    Hi Bob, I have this plugin now for years and last it was bought by Automattic. But til today it is so buggy at all. I have sent them so much tickets and only after few weeks after bugreport they where able to submit a bugfix. This plugin is a wonderful idea but it is time to grow up for it.

    • BobWP on January 2, 2018 at 7:00 am

      That’s interesting to hear. I know that I haven’t used it personally, but have a few past clients who did and really liked it and found it to fit their needs without any bugs. But hopefully, those will be worked out.

  3. will658 on March 4, 2018 at 10:12 am

    Does anyone know why the {order_pay_url} is not delivering a link in the test email I send to myself?

    • BobWP on March 4, 2018 at 10:16 am

      I can’t say for sure as I don’t use this on my site. But my initial guess is because if testing, that URL has not been created until an order has been placed. I may be wrong here though and someone else might be able to shed some light on it. Also, you might try jumping in on a Facebook WooCommerce group and asking.

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