First Purchase Automation

A great way to encourage loyalty from you customers is to engage with them from the start. When a customer buys a ticket from you for the first ever time, it’s a great opportunity for you to get in touch to say thank you. Obviously, you can’t do this all on your own so why not use our integration with Mailchimp to trigger the email automatically. The first purchase automation can help you make a great first impression with your new customers and keep them engaged from day one.

Take a look below at the steps to get this set up:

Step 1: Integrate Mailchimp

If you’re reading this you probably have done this first step. If you haven't connected Ticketsolve to Mailchimp yet just get in touch with our support team and they will do this for you.

Step 2: Setup the Automation Workflow

You’ll build this automation by completing a series of tasks, just like you would with a regular campaign.

To create the first purchase automation, follow these steps.

  • Navigate to the Campaigns page.
  • Create Campaign.

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  • In the pop-up modal, click Create an Email.

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  • Click Automated.

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  • Click E-Commerce and choose Thank first-time customers.

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  • Enter a campaign name and click the drop-down menu to choose a list. You will have to use the Master List as this is the list that is linked with Ticketsolve.

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  • Click Begin.

Now we’ll take you to the Emails step where you’ll design each email in your marketing automation.

Step 3: Edit the Automation Workflow

The first purchase automation includes three emails, but you can add or remove emails, or change the settings for each. We recommend only having one email in this workflow.

Step 4: Setup the Trigger

You will see at the top of the workflow page a trigger option. This is where you can set the trigger period. You don't want to fire the email straight away so we recommend anything between 4 to 8 hours. But you can play around with this if you like. 

Step 5: Design an Email

  • Click Design Email.

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  • On the Setup step, input the field names for Name your email, Email subject,Preview Text, From name, and From email address for the specific email you’re working with.

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  • Click Next.
  • On the Template step of the Email Designer, select your template or design a new one from scratch.
  • On the Design step of the Email Designer, design your email. Be sure to preview and test each of your emails.
  • Click Save and Return to Workflow, to return to your automation timeline.
  • To change the trigger, delay, schedule, segment, or activity settings, or to reorder emails in your automation, edit the automation on the Emails step of the Automation Builder.

We recommend adding in content that will be a good intro for you new customers to your venue. Some ideas are below:

  • Personalise the email using Merge Tags (first name etc.)
  • Add in a thank you message
  • We can’t wait to welcome you
  • Link to getting here information so they know where to park and where to go
  • If you have FAQ’s on the website, add them in
  • Add a nice sign off and tell them to make sure they say hello so your staff can get to know them

Step 6: Start the Automation

Once you are happy with how everything looks, set the automation free. Just confirm the workflow and hit ‘Start Workflow’.

This will then send an email to all customers who have just purchased a ticket for the very first time. Hopefully with this email, you will start a good relationship with that customer and they will attend your venue many more times in the future.

Top Tip: For some reason Mailchimp will not show you how many people your trigger criteria will affect. You can do this yourself by going into you Master List and clicking on the create segment option. Build your segment using the triggers you have set up in the automation and that will show you how many people will be sent the email.

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  • Do you have any example first time purchaser emails from other theatres you are able to share please?

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