To send automatic follow-ups after a sale, build a workflow that starts when someone orders, waits a set time, and sends an email. On Paylead, workflows live in Workflows: you chain waits, checks and emails, so every buyer gets a thank-you, help using what they bought, and your next offer, while you sleep.
Step by step
- Open Workflows and create an automation: email automations.
- Choose when it starts:
- Someone orders,
- Someone signs up through one of your forms,
- Someone leaves a cart without paying.
- Add steps:
- Wait minutes, hours or days,
- Check a condition and only continue if it is true,
- Send an email.
- Turn it on.
Turn it off at any time and it stops for everyone.
Three workflows every seller should have
After a purchase
- Right away: thank you, and where to find what they bought.
- 3 days later: one tip to get the most from it.
- 7 days later: your next product, or a request for a review.
After a free download or form
- Right away: the download link and a welcome.
- 2 days later: a story about someone you helped.
- 5 days later: your paid offer.
After a left cart
- 2 hours later: a friendly reminder (on top of Paylead's built-in cart reminders).
- A day later: a small discount code if they still haven't paid.
Tips
- Write like you talk. Short, warm, one link.
- Don't oversell. One offer per email.
- Use checks so people who already bought your course don't get the course offer.
Frequently asked questions
Can workflows send SMS?
Workflows send emails. For texts, use SMS campaigns.
Are there email limits?
Each plan has monthly and daily limits for marketing emails: see email campaigns and templates. Receipts and order emails never count.
Can I stop a workflow?
Yes. Turn it off and it stops for everyone.
Where do people come from?
Buyers from your orders, and leads from your forms and quizzes.
