BFCM Guide to Automations

1. Define the automation trigger. A trigger is an action that will begin the automation flow. In the example above, the flow will send to a subscriber who began checkout, but did not complete their order.
2. Add trigger filters. Trigger filters can help you fine-tune when an automation is triggered. The example above will only send to a subscriber whose cart totals more than $100 worth of products.
3. Add a subscriber frequency filter. The subscriber frequency filter allows you to choose how often a subscriber can enter a given automation flow for a certain period of time. While we have guardrails in place that will only allow a subscriber to enter an abandoned cart flow once every 72 hours, you can increase that timeframe. The example above will only allow subscribers to enter this flow every 30 days.
4. Add a cancellation trigger. The cancellation trigger tells Postscript when to remove a subscriber from an automation flow. In the example above, a subscriber will be removed from receiving this automation when they complete their purchase.
5. Save. Select Save in the bottom right corner of the properties editor. 

1. 1. Add actions to your flow. You can begin building your flow by dragging and dropping a Send message action, a Delay (remember: this delay needs to be within 48 hours of the browse abandonment), an A/B split, trigger event split, subscriber event split, or update a subscriber. You can learn more about flow actions here.
   2. When adding a Send Message action to your automation flow, you may consider using some of our message enhancements located in the bottom right corner of the Message Editor to spruce things up.
      • Add emojis by clicking the square smiley face icon.
      • Add merge tags like subscriber first name, your shop link, or your shop name by clicking the overlapping tags icon.
      • Add a Postscript-generated coupon by clicking the percentage icon.
      • Add a Shopify-generated coupon and discount link by clicking the hyperlink icon. Note: Links and tags are trigger-specific. Not all link or tag options will be visible for all trigger types. For example, an abandoned cart link can only be added if the automation flow trigger is Checkout Started.
   3. If you're ready to send your flow, select Schedule or Activate in the top-right corner of the page. You have two options when sending a flow:
      
      • Activate immediately: This option will immediately begin the flow allowing subscribers to enter the automation based on the selected properties.
      • Activate at a scheduled time and date: Choose when you'd like the flow to begin allowing subscribers to enter.

1. Define the automation trigger. A trigger is an action that will begin the automation flow. In the example above, the flow will send to a subscriber who viewed a product.
2. Add trigger filters. Trigger filters can help you fine-tune when an automation is triggered. The example above will only send to a subscriber who viewed a product that costs over $20.
3. Add a subscriber frequency filter. The subscriber frequency filter allows you to choose how often a subscriber can enter a given automation flow for a certain period of time. While we have guardrails in place that will only allow a subscriber to enter a Browse Abandonment flow once every 72 hours, you can increase that timeframe. The example above will only allow subscribers to enter this flow every 30 days.
4. Add a cancellation trigger. The cancellation trigger tells Postscript when to remove a subscriber from an automation flow. In the example above, a subscriber will be removed from receiving this automation if they begin checkout after viewing a product.
5. Save. Select Save in the bottom right corner of the properties editor. 

1. 1. Add actions to your flow. You can begin building your flow by dragging and dropping a Send message action, a Delay (remember: this delay needs to be within 48 hours of the browse abandonment), an A/B split, trigger event split, subscriber event split, or update a subscriber. You can learn more about flow actions here.
   2. When adding a Send Message action to your automation flow, you may consider using some of our message enhancements located in the bottom right corner of the Message Editor to spruce things up.
      • Add emojis by clicking the square smiley face icon.
      • Add merge tags like subscriber first name, your shop link, or your shop name by clicking the overlapping tags icon.
      • Add a Postscript-generated coupon by clicking the percentage icon.
      • Add a Shopify-generated coupon and discount link by clicking the hyperlink icon. Note: Links and tags are trigger-specific. Not all link or tag options will be visible for all trigger types. For example, an abandoned cart link can only be added if the automation flow trigger is Checkout Started.
   3. If you're ready to send your flow, select Schedule or Activate in the top-right corner of the page. You have two options when sending a flow:
      
      • Activate immediately: This option will immediately begin the flow allowing subscribers to enter the automation based on the selected properties.
      • Activate at a scheduled time and date: Choose when you'd like the flow to begin allowing subscribers to enter.

Postscript integrates with several review platforms including Junip, Okendo, Yotpo, and Growave. These integrations allow you to easily request reviews from your subscribers following a purchase.

You may also consider incentivizing subscribers to leave reviews by offering loyalty points, a discount code in exchange, an entry into a giveaway, etc.

Post purchase is an optimal time to notify subscribers that they've acquired additional loyalty points and/or remind them of existing points.

If your brand does not have an official loyalty points program, you can also use your post purchase automation to nudge customers toward taking the action necessary, completing an additional order, to access VIP status.