In this article you will find-
What is the first purchase workflow?
The value of this workflow
How to set up this workflow
The First Purchase Workflow
When a customer creates their first purchase in your store, our system will automatically create and send them credit.
The customer doesn’t need to be a member of your store to receive the reward.
The Value in this Workflow
There is only one chance to make a first impression, so make yours count! Sending credit to your new customers will establish brand loyalty right off the bat and can significantly increase the chance that first-time purchasers will turn into repeat customers.
Setting up this Workflow
In your Rise dashboard go to your Workflows tab, and choose the ‘First Purchase Reward’ workflow.
You can leave it as is and activate it immediately, or customize it to your brand’s needs by clicking customize-
In the ‘Issue Store Credit’ tab, you can change the store credit reward value, or change it to be a dynamic reward and choose either the 'percentage of' option or 'for every'.
In the ‘Issue Store Credit’ tab, you can also click on the ‘Notifications’ icon to customize the content of the email that is sent to your customers once receiving a reward.
3. To create an expiry date to the store credit issued, check the ‘Add expiration date’ checkbox in the ‘Issue Store Credit’ tab, and add an expiry date.
4. To test the functionality of the workflow, just press the 'Test workflow' button. (Learn more about that here).
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