Post-Purchase Email Automation

Service Scope

Post-Purchase Email Automation is a fixed-scope email automation service for one ecommerce business, one supported commerce integration, and one post-purchase flow with up to four automated emails.

Create an automated customer journey after purchase for confirmation-adjacent marketing, education, cross-sell, replenishment, loyalty, or follow-up messaging supported by the platform.

Map the Post-Purchase Journey

We review the purchase event, products or categories, customer timing, repeat-purchase goals, exclusions, and the purpose of each follow-up message.

• Purchase trigger
• Product or category conditions
• Customer timing
• Cross-sell or education goals
• Repeat-purchase and exit rules

Build the Post-Purchase Flow

We configure one post-purchase workflow with up to four marketing emails and up to ten native workflow actions.

• 1 post-purchase workflow
• Up to 4 automated emails
• Up to 10 workflow actions
• Product or purchase conditions
• Repeat-purchase and suppression logic

Testing and Validation

We use representative order or customer records to verify enrollment, timing, product conditions, messaging, and repeat-purchase exits.

• Purchase trigger test
• Product-condition review
• Delay validation
• Repeat-purchase exit test
• Email preview review

What's Included

• 1 post-purchase flow
• Up to 4 emails
• Up to 10 actions
• Purchase-based conditions
• Repeat-purchase exits
• Testing and activation
• Implementation summary

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• A supported commerce integration with usable purchase data

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Transactional receipt system replacement
• Order management
• Loyalty platform development
• More than 4 emails
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic