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Email triggers and events

WooCommerce Follow-ups is a premium extension.

Introduction to Triggers

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Each Follow Up type is designed for a different function, and as such, each can be used for a specific purpose in your marketing plan. This section provides an outline of all the unique triggers that are available for each email and Twitter message type. Remember that some email types will only work only if an additional plugin is installed and activated, so you may not have access to all triggers or types. Triggers for a particular email or tweet are listed in the “Follow-up” options below the content editor. These trigger are the basis for when your follow ups are sent.

Storewide triggers

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The purpose of storewide triggers are to give you the ability to setup all-encompassing emails around very general aspects of your store. With storewide triggers, you can always narrow down the specificity by choosing the triggers to be valid for:
  • All products
  • A specific category
  • A specific product
This ability to be specific about your emails allows you to create very custom and customer focused emails to ensure you are getting the right email to the right customer at the right time.
Trigger Trigger description
after first purchase Used to email a brand new customer making their first purchase. This can be for a guest or a logged in user.
after added to cart Used for cart abandonment emails. The user must be logged in for this trigger to activate.
after customer purchased more than one time Will activate when a customer makes their second or greater purchase from your store.
after downloadable file added If you are selling downloadable files and you add a new downloadable file, this trigger will activate.
after file downloaded This trigger will activate when a customer downloads a file associated with a purchased product/service. With this trigger, you can choose the downloaded file that you wish to activate this trigger for.
file not yet downloaded This trigger will activate for if a defined file has not yet been downloaded by the user after a set period of time that you determine.
after coupon used If a customer uses a defined coupon, this trigger will activate to send an email at your defined time.
after Order status: For any order status (even custom ones), this trigger will activate when the order is in this status.
after refunded manually This trigger will activate after a refund is manually created.
after refunded successfully This trigger will be activated once a refund is processed successfully
after refund failed If a refund fails, this trigger will be activated.

Signup Email triggers

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Signups are specifically built to work within the newsletter and mailing list functionality built into Follow Ups.
Trigger Trigger description
after user signs up This trigger is activated when a user signs up for any list using Follow-up Emails newsletter and mailing list functionality.
after user signs up to a list This trigger is activated only when a user signs up for a specific list that you have defined.

Customer Email triggers

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Customer triggers are specifically for engaging customer purchase history. While storewide emails tailor to what a user purchases, Customer email triggers are focused on how much, how often, or how little a customer purchases – not necessarily the products they purchase.
Trigger Trigger description
after last purchase This trigger is activated a period of time after a customer makes a purchase. Use this trigger to reconnect with customers that have not purchased in a while.
after order total is above This trigger is activated when a customer spends more than a defined amount for a single purchase. Use this trigger to focus on large purchases.
after order total is below This trigger is activated when a customer spends less than a defined amount for a single purchase. Use this trigger to focus on customers that do not spend a lot on a single transaction.
after customer purchased more than one time Will activate when a customer makes their second or greater purchase from your store.
after total orders by customer is equal to This trigger will activate when a customer reaches a certain number of orders in your store.
after total orders by customer is greater than This trigger will activate when your customer surpasses a defined number of orders in your store.
after total purchase amount by customer is equal to This trigger will activate when a customer’s lifetime value has reached a certain threshold.
after total purchase amount by customer is greater than This trigger will activate when a customer’s lifetime value has surpassed a certain threshold. These customers might be considered your whales, and are typically your most valuable customers.

Example tutorials for getting started with emails

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Trying to determine where to start, but you know what your goal is? Check out these tutorials to help you get moving quickly with Follow-up Emails.