How to Create an Automation for Sending an Email After a Purchase is Made
If you have specific rules or details for customers who make that purchase, this is your opportunity to get it in front of them!
The Send Email After Pass Purchase automation allows you to set up a custom email that will be sent to customers when they purchase a specific pass/membership type.
Note: Punchpass automatically sends a Purchase Receipt email when customers make a purchase, which can also be customized by visiting Manage > Settings > Customer Communications. Learn more about personalizing the customer communications message here.
For example, if you have a discount code you offer your members that they can use towards special workshops, you can use this email to send them the code when they purchase the membership!
From Manage > Passes > Automations, click Send Email After Pass Purchase.
You can review the details of the automation and the steps for the automation process, and click Get Started to create it:
Step 1: Create Automation Email
Here, you'll adjust the email template from the default text. This is your opportunity to add any details you want your customers to receive when they make this purchase!
You can add/edit:
A unique name for this email template
The subject for the email message
The body of the email message
Variables are available for you to add customized details from your Company, about your Customer, Custom Fields you may have from your Intake Form, and Pass Variables about the particular pass purchase.
You can click the + next to any of the categories, then simply click on the variable to copy it. In the email subject or body, paste the variable where you would like to include it!
You can click Preview and Test to view/send a copy of it to your own email to ensure you are happy with the email. Please note that the pass variables will not populate with this type of test as there wasn't an actual purchase that prompted the test email.
When you are happy with the email, click Save and Continue to head to the end step.
Step 2: Define the Automation Settings and Select Passes
With your email template created, let's setup the automation!
Now, you'll:
Create a short name for the automation,
When should the automation begin? Select Enable if you'd like to start using the automation immediately or select Paused to save as a draft.
Define the trigger. You'll select from the dropdown the name of the pass/membership you wish to set as the trigger for this email automation.
Then click Save Automation to finish!
Using a Membership as a Trigger
Memberships that start in the future. If the automation is linked to a membership and the membership is set to start in the future, the automation will NOT run until the first pass is issued for the membership.
The automation is triggered by the issuance of a pass - pending memberships do not issue a pass.
Free trial memberships will not have the automation email sent until the second pass is issued (the 'not free' one); so if there is a 7-day free trial the automation runs on day 8.
If you're want to send an automated email to follow-up if there has been no activity after a certain number of days, you'll want the Pass Purchased, but No Activity Reminder Email – and this automation WILL run every time a membership renews if it was triggered by a membership.
