Zoho Campaigns Post-Purchase Follow-Up Email Workflow Setup

Service Scope

Zoho Campaigns Post-Purchase Follow-Up Email Workflow Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one supported connected store, one post-purchase workflow, and up to three emails.

The service covers the approved quantities and configuration described below in one Zoho Campaigns account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Plan the Post-Purchase Journey

We confirm the qualifying purchase, customer eligibility, message order, review or feedback destination, repeat-purchase behavior, timing, and exclusions.

• Purchase trigger
• Customer and order criteria
• Message sequence
• Review or feedback link
• Repeat-entry and exit rules

Build the Follow-Up Workflow

We configure one workflow with up to three approved emails, supported purchase conditions, delays, links, and exclusion logic.

• Thank-you message
• Use or care guidance
• Review or feedback request
• Related next step
• Completion behavior

Test Representative Purchases

We review representative order entry, message progression, links, and exclusion behavior when safe test data is available, then activate after approval.

Testing and Validation

Before handoff, we review the completed configuration against the approved scope and test the platform behavior that can be validated safely with the access and data provided.

• Approved quantities and settings
• Names, fields, and mapping logic
• Visible platform status
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in Zoho Campaigns, and any unresolved platform or third-party dependency.

• 1 post-purchase email workflow
• 1 supported connected e-commerce store
• Up to 3 follow-up emails
• Purchase-entry and eligibility rules
• Timing and delay configuration
• Review, feedback, or next-step link setup

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• Zoho Campaigns administrator access
• An active Zoho Campaigns plan that supports the approved configuration
• Final business information, brand assets, content, and implementation instructions required for the service
• Permission-based contact data and accurate marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• One supported connected store with usable purchase data
• Final content for up to three emails
• Approved purchase, timing, repeat-entry, and exclusion rules
• Working review or feedback URLs
• Written authorization before activation

Delivery and Revisions

Standard delivery is 10–15 business days after all required access, content, data, and approvals are received. Platform processing or third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Store integration setup or repair
• Review-platform setup
• Custom coupon or incentive strategy
• More than three emails
• New custom template design
• Custom application code
• Ongoing optimization
• Zoho Campaigns subscription or usage fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, or revenue