The Post-Purchase Automation Blueprint

In this Blueprint, I am going to show you how to connect Paypal, Square, or Stripe to Convertkit so that you can automate your post-purchase emails!

In order to automate your post-purchase email sequence, you must have a paid Convertkit account so that you'll have access to the automation features.

To upgrade your existing account, click the Upgrade button in the top menu:

Then, click "unlock everything" :

Then, enter your credit card details. You'll receive a 14 day trial, but most importantly, you'll have access to the automations you'll need!

Now it's time to set up your Purchase Confirmation Email Sequence!

Your Purchase Confirmation Email Sequence includes all of the email "touch-points" that you should have with your customer from the moment they purchase your offer, to the moment they receive your offer, and beyond.  

The emails within your sequence fall into 2 categories : 

- Automated emails
- Scheduled Broadcasts

Your automated emails are emails that are not time and date sensitive that you'll send immediately after your customer makes a purchase. This includes the initial order confirmation they should receive right away, and perhaps the first couple post-purchase emails / reminders.

Your scheduled broadcasts are the emails that must be sent to all of your customers on a specific date and at time specific time. If you're offering a class, these emails might include your 24-hour and day-of reminders, your thank you emails, etc. 

Everyone's post-purchase sequence will differ depending on the nature of your offer, so use your best judgement as to which emails should be added to your sequence, and which email should be scheduled as Broadcasts.

Watch this video to learn how to set up your Sequence(s) in Convertkit :

>>CLICK HERE FOR THE OFFER TRACKER SPREADSHEET<<

**IMPORTANT UPDATE**

As of April 2021, Convertkit has added bit.ly to a list of blocked links. As such, you are no longer able to include bit.ly links in emails sent from Convertkit. If you do send a bit.ly link via Convertkit, your recipients will receive the following error message when they click the link in your email:

You can continue to use your bit.ly links to promote your offer on your social media and everywhere else. This is an issue related only to emails sent from Convertkit. For more information, see this Help Article from Convertkit.

For instructions on how to include the links to your sales page in your emails sent from Convertkit, please watch this video:

You will learn how to set up Broadcasts for the remainder of your emails in Step 8.

Next, if you haven't already, make sure that you've set up your products on the backend of your payment processor. Remember : If you're using Canva to build your funnel, you'll want to set up separate Mobile + Desktop versions of your products.

Here's an example of products set up on the backend of Paypal.

Here's an example of a product set up on the backend of Square :

And here's an example of a product set up on the backend of Stripe.

Now that your products are set up in your Payment Processor, it's time to process a test transaction!

So, set your product price to $.50 or $1 (whichever your payment processor will allow), and proceed through the checkout process.

If you've build your funnel on Canva, make a purchase of both the MOBILE and your DESKTOP versions of your product.

This will establish a test transaction(s) in your payment account that we'll use to create the connection between your payment processor and Convertkit.

**IMPORTANT : If you're using Paypal, do not process multiple test transactions of the same product back-to-back. This will trigger Paypal's fraud system and they will put a temporary hold on your account for at least 2 days.**

Once your test transaction(s) is complete, move forward to Step 4, where I'll show you how to create your Zapier account and activate the "Zap" that will trigger your automation.

Follow the instructions in Step 4a if you're using Paypal.
Follow the instructions in Step 4b if you're using Square.
Follow the instructions in Step 4c if you're using Stripe.

To set up your Zap, you'll need to have access to :

• Your Paypal account,
• Your Convertkit account, and
• Your Zapier account

And you need to already have set up your Order Confirmation Sequence in Convertkit.

If you're ready to go, watch this video for instructions on how to create you Paypal-Convertkit Zap:

Don't forget! Once your Zap is set up, you'll toggle the switch to "On" to activate it : 

Because Paypal is considered a "premium" app, you will have to upgrade to a paid account in order to activate the Zap :

Pro tip : If you don't need this Zap to run year-round, feel free to downgrade back to a free account after you close the cart on your offer! #lifehack

To set up your Zap, you'll need to have access to :

• Your Square account,
• Your Convertkit account, and
• Your Zapier account

Watch this video for instructions on how to create you Square-Convertkit Zap:

Great news! Connecting your Stripe account to your Convertkit account is super easy and should take you less than 2 minutes! Here's how to do it :

If you get stuck, you can review Convertkit's Help Article by clicking here.

Once your emails are set up, and your Automation + Sequence are activated, it's time to connect all of the pages of your sales funnel.

In this video I'll show you how :

The final step of building your simple sales funnel is TESTING! Here's how to get it done:

Because your automation is set up to only send the confirmation email right away, that will be the only email you'll receive.

Once you're happy with your funnel, be sure to go back to your product in your Payment processor and change it to the real price!

Lastly, now that your purchase sequence is set up, you've successfully integrated your payment processor with Convertkit, and you've conducted a final test of your automation from start to finish, it's a perfect time go back and schedule the remainder of your post-purchase emails as Broadcasts inside Convertkit.