{"Status":true,"Message":"","Response":{"post":{"postuid":"mw3xkq2aqr","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Second Purchase Promo Campaign","slug":"article/mw3xkq2aqr-first-purchase-promo-campaign","html":"\u003Cp\u003EEncourage quick repeat business and show your customers you appreciate their loyalty with a \u003Cb\u003ESecond Purchase\u003C/b\u003E \u003Cb\u003EPromo\u003C/b\u003E campaign. We\u0026#39;ll walk you through an easy way to set up an automation so you can \u0026#39;set it and forget it!\u0026#39;\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EIn order to utilize this campaign and dynamic segment, you need to be integrated with your point-of-sale or CRM system. The segment relies on up-to-date purchase or visits records. See our \u003Ca href=\u0022/article/f46b72mtps-integrations-guide\u0022\u003EIntegrations Guide\u003C/a\u003E for help with connecting with other apps.\u003C/p\u003E\u003C/cite\u003E\u003Ch3\u003ESteps we\u0026#39;ll guide you through:\u003C/h3\u003E\u003Cul\u003E\u003Cli\u003ECreating a dynamic segment\u003C/li\u003E\u003Cli\u003ECreating a campaign\u003C/li\u003E\u003Cli\u003ECreating a text or email\u003C/li\u003E\u003Cli\u003ECreating an automation\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003ESTEP 1: Create a dynamic segment\u003C/h4\u003E\u003Col\u003E\u003Cli\u003ECreate a dynamic segment for your Campaign. Navigate to \u003Ccode\u003EContacts \u0026gt; Search Contacts\u003C/code\u003E\u003Ccode\u003E.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7bbfc5d6a13d6cb9d943be9e745807dc.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ELook for the filter search field you want to filter on, like \u003Cb\u003EFirst Order Date,\u003C/b\u003E and change from Range to \u003Ccode\u003EPeriod\u003C/code\u003E. We recommend \u003Ci\u003EIn the Previous 1 Day.\u003C/i\u003E Once selected, click on the green \u003Ccode\u003ESearch\u003C/code\u003E button to return your results\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7dc71603f822092b703ae7467bd6cff6.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EMake sure the results look like what you were expecting and then click \u003Ccode\u003ECreate Segment\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/efcb1d283e02b31cd0e29a822e782bf2.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EBecause you created the segment from a search, it is a dynamic segment and will automatically update itself. Give it a \u003Cb\u003Ename\u003C/b\u003E and optional \u003Cb\u003Edescription\u003C/b\u003E and then hit the \u003Ccode\u003ECreate Segment\u003C/code\u003E button. Once created, you will be able to find it in your Segments dashboard list.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/eb362a7f3331d231a8507583b6ce625b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Ecreating and working with dynamic segments.\u003C/a\u003E\u003C/p\u003E\u003Ch4\u003ESTEP 2: Create a campaign\u003C/h4\u003E\u003Col\u003E\u003Cli\u003ENavigate to \u003Ccode\u003ECampaigns \u0026gt; Create Campaign.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ecebc78a232695d5a3039bbd363d8eae.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003EName the campaign Second Purchase Promo and give it an optional description. Go to\u003Ccode\u003ECampaign Settings\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/25d273c095e9e4ab56f2e27045cd2478.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col\u003E\u003Cli\u003ESelect \u003Ccode\u003EExisting contacts in the following segments\u003C/code\u003E as your \u003Cb\u003ETarget Audience\u003C/b\u003E and then select the segment you just created, Second Purchase Promo, from the drop-down list.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/0882f8fe201d5f245109df817e354d89.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EClick \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/x284lgm51p-create-and-edit-a-campaign\u0022\u003Ecreating and working with Campaigns\u003C/a\u003E.\u003C/p\u003E\u003Ch4\u003ESTEP 3: Create an automated response email or text message\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAssets\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Asset.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/44f762c36183a10e222e06cf58e67a9a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003EAdd an Email\u003C/code\u003E or \u003Ccode\u003EAdd a Text Message\u003C/code\u003E from the popup window.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/37c240b39421990a1a6ff619b7e3bf84.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFill out the required information to create the message and then hit the green \u003Ccode\u003ENext -\u0026gt;\u003C/code\u003E button. Design your email or text message and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E. We\u0026#39;d recommend a discount amount or free gift offer with their second purchase.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/sf7cdfvdrz-create-or-edit-a-text-message\u0022\u003Ecreating text messages\u003C/a\u003E or \u003Ca href=\u0022/article/g5d6kyabxb-create-an-email\u0022\u003Ecreating an email\u003C/a\u003E with the email designer.\u003C/p\u003E\u003Ch4\u003ESTEP 4: Create an automation\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the Automations tab and then click \u003Ccode\u003E\u002B Add Automation\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/07700ce8638eba2490d3b4e6b051baad.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003ECreate a new automation\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/cd535dc7dd37f6632a2b979c6da1da00.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003ETriggers\u003C/b\u003E tab, drag and drop the trigger \u003Ccode\u003EWhen added to this campaign\u003C/code\u003E onto the canvas.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/85e35ed425195b373a823719d4d66a2e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003EActions\u003C/b\u003E tab, drag and drop the action \u003Ccode\u003ESend a text message\u003C/code\u003E or \u003Ccode\u003ESend an email\u003C/code\u003E onto the canvas overlapping the previous step so it will drop into place. You will see a blue dot when you can drop the image.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6f5e463f864663e9ce7fe4ee09aa9e4e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EFrom the Properties window for the selected action, choose the text message or email to send and any sending preferences. Once selected, click \u003Ccode\u003EUpdate\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/19627a46741e605740805f56a03fb4e8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00226\u0022\u003E\u003Cli\u003EYour automation is ready, so your final steps are to save it, name it and turn it on. You can name the automation Second Purchase Promo and as a description describe what will happen. For example \u0026#34;\u003Ci\u003ESend text message when added to campaign\u003C/i\u003E\u0026#34;.\u003C/li\u003E\u003Cli\u003EAfter you click the Save button and name your automation, click the back arrow \u003Ccode\u003E\u0026lt;--\u003C/code\u003E to return to the automation settings.\u003Cimg src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/75d3432d4b33cbb716d4c07126e0aa44.png\u0022\u003E\u003C/li\u003E\u003Cli\u003EYou can slide the automation to \u003Ccode\u003EON\u003C/code\u003E from the settings screen and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E, or you can always turn automations off or on from the tab in your campaign.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/64d34f416eff8d78c1138ac2e1a3d93f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/xrhcd8830x-daily-story-autopilot-guide\u0022\u003Ecreating automations.\u003C/a\u003E\u003C/p\u003E\u003Cp\u003EYou\u0026#39;re all set!\u003C/p\u003E\u003Cp\u003EAs soon as new customers are added to the segment (1 day after their first purchase), they will automatically populate as Leads in the campaign and run through the automation to receive your \u003Ci\u003ESecond Purchase Promo\u003C/i\u003E message.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Send an automated message after a first purchase to generate a quick second purchase.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":639,"date_published":"2023-01-26T11:43:48","date_updated":"2025-05-16T19:10:21.577","date_created":"2025-04-23T17:16:53.07"}}}