Through each email workflow, you will be able to guide your customers through each stage of the purchase journey. Start capturing 33% of your sales from email now!

1. EMAIL AUTOMATION & WORKFLOWS

2. EMAIL BENCHMARK

4. EMAIL CAPTURE

5. EMAIL CAPTURE
RECOMMENDATIONS
Email Collection
● Make it simple, with incentive easy to read
and apply
● Have a picture as an underlay with text over
it
● Mixing up what pop up you use can be
beneficial
○ Different ways to offer promotions i.e.
15% off, $3 dollars off, or a specific
product at a discounted rate, etc.
● Under the submission of the name/email
have a “No, thanks” button on pop ups
● Once email is captured move onto the pre-
purchase emails/send a welcome email

6. PRE-PURCHASE EMAIL

7. Pre-Purchase Email Education
Certain industries may have to focus more on educating consumers about their
products. Customers may not know the full benefit of the product or understand
how it can help in their own lives. The pre-purchase email flow is exactly where you
will want to educate.
Some industries that may need to educate:
● Hair, Skin, and Beauty
● Baby products
● Technology
PRE-PURCHASE EMAIL

8. Pre-Purchase Email Sequence
● Header/Footer Opt-in
● Coupon Box Pop-Up
● Exit Intent Pop Up
This email should capture at least
2% of your site visitors (ideally 5% -
8%) to build a remarketing list for
those individuals who do not
convert on their first visit.
PRE-PURCHASE EMAIL

9. Pre-Purchase Email Sequence
How to do this:
- At least 5-10 days of emails
- End with the Strongest offer
- Leverage a discount ladder
- Unsubscribe them if they purchase and
move them over to your
general/newsletter list
PRE-PURCHASE EMAIL

10. Pre-Purchase Email Sequence: 4-5ish day sequence
and send the following:
- Email 1: Goes out immediately after the email is
captured with the discount code (if mentioned
in pop-up) along with a welcome and thanks for
joining - here is what to expect
- Email 2: Social Proof - Day 1 trigger: We were
featured on X or customer testimonial
- Email 3: Product Highlight/Benefit - Day 3
trigger: show benefits, tips & tricks, of the
product through a video or blog post along with
a link for a quick purchase - e.g. - Live Makeover,
live demo etc.
PRE-PURCHASE EMAIL

11. Pre-Purchase Email Sequence: 4-5ish day sequence
and send the following:
- Email 4: Industry News - Day 5 trigger: Talk
about industry topics, news, or issues and how
you feel about it - a personal video/blog from
you
- Email 5: Last Chance - Day 6 trigger: Last chance
to view video/blog with the tips & tricks about
the product - Offer the same % off you did when
they signed up
- Email 6: Discount Increased - Day 7 trigger:
Here’s 25% off (rather than 20% off) with a link to
your shop page - will increase CTR and sales
PRE-PURCHASE EMAIL

12. TRANSACTIONAL EMAILS

13. Once a purchase is made you’ll want to send a
transactional email that includes:
Basic Items:
● “Thank you for your purchase and we’re getting your order ready”
● Shipping information
● “View Your Order” button
Action Items:
● Show in the copy how awesome the product is
● Express how excited you are for them to get their hands on
products you believe in
● Give customers a little bit more information about the products
they just purchased
○ Reviews
○ How to use guide
○ Tips & tricks
● Give customers an action to take once they receive the products
○ Send us a selfie
○ Give us a review
○ Share on social media and use our #hashtag
TRANSACTIONAL EMAILS

14. NEW CUSTOMER EMAIL FLOW

15. Post-Purchase Email Sequence
● Pre-Arrival Emails
● Social Promotions
● Additional Content and Offers
This email should run for 30 days after
someone purchases from you.
NEW CUSTOMER EMAILS

16. Email Flow should contain the following types of emails:
Email 1 - Thank You Email: Thank them for buying and let them know when the product will ship - e.g. - 1-
2 business days. Intro: Goal is to introduce who you are, your story and ask them to like your Facebook or
Instagram page
Email 2 - Pre-Arrival Email - triggered day 2-3: Social Proof they haven’t seen before - review by a blogger,
YouTuber, Case Study etc. to get them excited about the product (used to reduce buyers remorse,
refund rates, etc.)
Email 3 - Social Promotions Email - triggered day 7-10: Upload a selfie and win, send us a pic of you using
the product, etc. to use as content on your site, social media etc.
Email 4 - Review Email - triggered 14-16 days after purchase: Thank them for buying and ask if they
would be willing to give feedback about the product (done through your app, etc.)
Email 5 - Up-sells/Cross Sell Products - triggered 20-25 days after: Content pre-sells to product pages
based on what hasn’t been purchased (product + offer) to get them to purchase more from you
NEW CUSTOMER EMAILS

17. ABANDONED CART EMAILS

18. Abandon Cart Email Sequence
● 1-7 Day Email Series
● Sent every 1-3 days
This email should capture at least 90% of
abandon cart revenue in the first week, if
you are running a series longer than a
week.
ABANDONED CART EMAILS

19. ● Email 1: 2 days after cart abandoned - Keep this one simple. Look what you left in your cart, give them an
example of what they are missing out on and what makes the product better. CTA - Don’t forget to send
them directly to the checkout page
● Email 2: 5 days after cart abandoned - Use your unique selling proposition. Remind them that they forgot
to purchase - Did you forget? We’re running out quickly. CTA BUY NOW! - Don’t forget to send them
directly to the checkout page
● Email 3: 7 days after cart abandoned - Still thinking about it? We will make the decision easy for you! Use
CODE XXX for 25% off your purchase today! (Update the discount code.) CTA BUY NOW, secondary CTA
Subscribe. - Don’t forget to send them directly to the checkout page
ABANDONED CART EMAILS