You’ve put a lot of effort into acquiring new leads, turning them into signups, and securing that first order — don’t let it stop there! A customer’s post-purchase period is a crucial time to shape their perception of your brand; are they going to feel like just another transaction, or are they going to feel like a valued customer? The impression you leave behind will have a major effect on whether or not they buy from you again or influence friends, family, or coworkers to try your products.

In this guide, we’ll walk you through how to build a solid post-purchase foundation in Privy.

Welcome New Customers

Picture a new customer at your store: what information might be valuable to them? How can you incentivize them to become a repeat customer down the line?

In addition to your store’s transactional emails which deliver an order confirmation and shipping information, you should activate a Purchase Follow-Up series which follows this formula:

Build your series

To create a new Purchase Follow-Up series:

In the series builder, you’ll want to make sure you have the right trigger settings in place:

  • Click Edit Settings on the left side. 

  • Specify First Order in the dropdown menu under Order Count.

  • Offering a discount? Make sure you attach the code under Coupon in your settings.

  • Save your settings.

Need more guidance on building a Purchase Follow-Up email? Check out this step-by-step guide.

Best Practices

When addressing your new customers, keep these best practices in mind:

  1. Use specific, tailored language like “first order” and “welcome”.

  2. Personalize the subject line and/or email body

    to include the contact’s first name.

  3. Be sensitive to timing. For example, avoid offering a limited-time discount on their next order if their first order hasn’t even shipped yet.

  4. Get personal — share your story so your customers know exactly who they’re supporting!

Check out our Swipe File for inspiration and ideas!

Nurture Repeat Customers

After you’ve delivered a positive first impression after someone’s first order, it’s time to consider how you’re treating your loyal repeat customers. There’s a few different approaches you can take here:

Build your series

To create a new Purchase Follow-Up series:

In the series builder, you’ll want to make sure you have the right trigger settings in place:

  • Click Edit Settings on the left side. 

  • Specify More than one order in the dropdown menu under Order Count.

  • Offering a discount? Make sure you attach the code under Coupon in your settings.

  • Save your settings.

Need more guidance on building a Purchase Follow-Up email? Check out this step-by-step guide.

Best Practices

When addressing your repeat customers, keep the following best practices in mind:

  1. Acknowledge their continued support of your business

  2. Personalize the subject line and/or email body

    to include the contact’s first name.

  3. Ask for feedback whenever possible!

Check out our Swipe File for inspiration and ideas!

By first providing a warm welcome to new customers and incentivizing them to become repeat buyers, then nurturing your most loyal customers, you can trust that Privy’s working in the background to secure more orders and develop stronger relationships with the people supporting your business.

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