Introduction:

This Purchase Reminder Email Process has been designed as an aid for you to develop a professional and effective purchase reminder email sequence.  This Purchase Reminder Email Process helps you get your purchase reminder email sequence right, so you can reap the benefits that come by doing so.

As you work through this Purchase Reminder Email Sequence Process, you will be presented with form fields for which you are required to populate with your own specific data.

Process Street provides more information on how to use each form field in the 'Record Checklist Details' task.

You will also be presented with stop tasks ensuring task order, and our conditional logic feature used to create a dynamic process catering to your specific needs.

Finally, our dynamic due date feature has been used to enforce task due dates, making sure essential steps are completed in good time.

As a manager, you will begin the process. You can provide an overview of how you would like the campaign to be built by a given team member. You can then delegate the tasks of writing the email campaign to the relevant team members using Process Street's role assignment feature.

Once the email campaign has been written, it is up to the manager to then provide approval. The relevant employee will not be able to complete this process until approval has been obtained and implemented.

Record checklist details

In this Purchase Reminder Email Process, you will be presented with the following form fields, which you are required to populate with your own specific data. More information is provided for each form field via linkage to our help pages:

To begin the Purchase Reminder Email Process, enter the required details into the form fields below.

This is a stop task, which means you cannot progress in this Purchase Reminder Email Process until the required form fields are complete.

You can also enter a due date for the completion of the Purchase Reminder Email Process. This will utilize our dynamic due date feature, notifying you 24 hours before the email sequence plan should be completed and feedback is requested.

In this next section, you can assign tasks to a specific user using our role assignment form fields below. 

This Purchase Reminder Email Process has been designed to split the task of completing a purchase reminder email sequence into sections. For example, 'Record campaign details' is to be completed by the relevant manager. The production of the actual campaign messages is to be completed by the relevant employee.

Record campaign details:

Define the goal of the campaign

To begin your purchase reminder email sequence campaign, you can start by defining your campaigns intended goal.

Fill in the below form fields with your own data. You are presented with the long text form field to do this.

Campaign goals need to be SMART: Specific, Measurable, Achievable, Realistic and Timely.

Define the target audience for the campaign

The next stage of this Purchase Reminder Email Process is to define the target audience.

If you have a target segment in mind, you can complete the below short text form field indicating this segment.

Alternatively, you can upload your email list using our file upload widget below, or you can copy and paste a URL link of this email list using our website form field.

Using our long text form field, you can then define important recipient details that need to be considered and valuable information to be passed on for the email campaign (if required).

Finally, you are presented with a conditional logic step. Selecting 'Yes' or 'No' from the dropdown menu will direct you to the relevant step in this process.

By defining a target audience for your campaign, you can develop an effective marketing communicating strategy.

To define a target audience, it is a set of individuals who share similar needs or characteristics that your company hopes to serve.

Email the assignee

You can use our email widget to email the campaign details to the assignee. 

Review the campaign details

A full report of the campaign details has been provided summarizing these details for your review and records.

Campaign Details

Purchase Reminder Campaign

Campaign to be completed by {{form.Full_name_of_the_employee}}

Campaign goal 

Intended audience

{{form.Define_the_campaign's_intended_audience.}}

Intended Impact

{{form.Define_the_campaign_intended_impact.}} 

Desired outcome

{{form.Define_the_desired_outcome_of_the_campaign.}}

Target Audience

Important recipient details 

{{form.Define_important_recipient_details}}

Define the most valuable information

{{form.Define_the_most_valuable_information}}

Review purchase reminder email sequence details:

Learn the basics of a purchase reminder email sequence

Sending purchase reminder emails is about predicting the customer's behavior, determining their purchase cycle and analyzing their purchase history.

About 70% of potential buyers abandon their cart before checkout. By sending a purchase reminder in this instance could capture you a 70% increase in sales.

On top of this 70% for first time purchases, purchase reminder emails can also attract customers to return. After a one time purchase, a customer has a 27% chance of returning. This increases to a 54% return chance after a third purchase.  Sending purchase reminders based on consumers past purchases can encourage such statistics.

The customers of many industries have predictable buying habits. Purchasing might happen on a cycle or in relation to their previous purchase. If you can predict their behavior, it’s smart to remind them to buy so they place their order with you.

For example, a doctor’s office can remind a patient it’s time for their yearly exam and offer a method to schedule an appointment. A boutique marketing agency can remind its clients in September to get quotes for their holiday marketing campaigns.

Based on the above, it is easy to deduce that sending reminder emails provides you with an alternative channel to nudge your sales in the right direction.

These reminders should happen automatically based on triggers. That doctor’s office, for instance, would set a trigger for each patient eight months after an appointment to schedule their next yearly exam. That marketing agency would set a September 1st trigger to email anyone who hadn’t scheduled a holiday campaign.

Your reminders can be a single email or multiple emails, just be sure to end the sequence if the customer makes a purchase.

Learn about creating and running lead nurturing programs

Watch the below video for more information on writing purchase reminder emails.

Transactional sequence:

Write message 1

It is time to write your first email for this purchase reminder email sequence campaign. 

Work through the form fields below to guide you through this process. 

The form fields have been designed to provide you with the option to conduct A/B testing.  

You have the options to add attachments to this first email or to add a relevant URL link

You are then presented with a dropdown form field, which represents a conditional logic step in this process. Selecting 'Yes' or 'No' will direct you to the relevant stage in this template. 

Each stage in this process will follow the same format as this first message. 

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    Intro / About Us / Credibility
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    Meeting / Call Request
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    Follow Up
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    Content
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    Check In
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    Education
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    Testimonial
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    Special Offer / Discount
  • 9
    New Feature update
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    Solution
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    Massive Value Bomb
  • 12
    Connect / Intro to person
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A/B testing, also known as split testing, allows you to decipher the best campaign options. In A/B testing you can send two variants of an email to an equal percentage of your mailing list. Observing matrices such as 'open rate' and 'click-through rate' will then enable you to determine the most effective variant.

Write message 2

It is time to write your second email in the purchase reminder email campaign. 

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 3

It is time to write your third email in the purchase reminder email campaign. 

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
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    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 4

It is time to write your fourth email in the purchase reminder email campaign. 

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 5

It is time to write your fifth email in the purchase reminder email campaign. 

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
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    Massive Value Bomb
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    Connect / Intro to person
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Write message 6

It is time to write your sixth email in the purchase reminder email campaign.

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
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    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 7

It is time to write your seventh email in the purchase reminder email campaign.

Work through the form fields below to guide you through this process. 

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    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
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    Special Offer / Discount
  • 9
    New Feature update
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    Solution
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    Massive Value Bomb
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    Connect / Intro to person
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Write message 8

It is time to write your eighth email in the purchase reminder email campaign.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
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    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 9

It is time to write your ninth email in the purchase reminder email campaign.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
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    Massive Value Bomb
  • 12
    Connect / Intro to person
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Write message 10

It is time to write your ninth email in the purchase reminder email campaign.

Work through the form fields below to guide you through this process. 

  • 1
    Intro / About Us / Credibility
  • 2
    Meeting / Call Request
  • 3
    Follow Up
  • 4
    Content
  • 5
    Check In
  • 6
    Education
  • 7
    Testimonial
  • 8
    Special Offer / Discount
  • 9
    New Feature update
  • 10
    Solution
  • 11
    Massive Value Bomb
  • 12
    Connect / Intro to person

Feedback and approval:

Review the campaign

Once you have created the email series for this campaign, the next stage of the purchase reminder email campaign would be to obtain the required feedback and managerial approval

You are presented with our subtask form field. Check off each task on its completion below. 

  • 1
    Perform a spell on each message.
  • 2
    Make sure each email is grammatically correct and makes sense.

Provide feedback

Look through the proposed email campaign and provide your feedback in the long text form field below.

Review and implement feedback

Review the feedback provided by your manager and implement this feedback.

This is a stop task. You cannot complete the Purchase Reminder Email Process until feedback has been reviewed and implemented.

Feedback provided by managerial feedback

{{form.Provide_feedback}}

  • 1
    Review managerial feedback
  • 2
    Implement managerial feedback

Sources:

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