Product Education


These campaigns allow you to educate customers on recent purchases by sharing helpful product copy or special product-related content, such as a link to a video that pertains to product education, tips for product care, FAQs, and how-to guides. These campaigns can be an effective way to stay engaged with your customers by providing helpful content and product upsell opportunities.

1 - Assign Recipients

  • In this first section, use the default setting of all eligible buyers or create a custom segment if you want to target subsets of customers by selecting “a custom segment of buyers” from the “Send this campaign to” dropdown. Doing so will launch WhatCount’s Segment Builder. A custom segment of buyers could be ones who live in certain states or ones who placed items from a certain product category in their cart.
  • Set up the segment conditions so that it targets customers who purchased a particular product, set of products or from a category.  It will be something similar to this:

2 - Build & Schedule Emails

  • Define your email series’ From Address and From Name
  • Select a template for Email 1
    • On the Email Style tab of the email editor, customize the look and feel of the template by using the controls on this screen to make the template match your branding guidelines.
    • On the Email Content tab of the email editor, define the copy and product recommendation options to best meet the purpose of your email series.
    • For more information about how to use our editor, click here.
    • Use the preview option at the top of the screen to get a feel for different options based on number of product recommendations to display.
    • If you need something more customized to your needs or your brand, you can request a custom template.
    • Create a Subject line and insert a merge tag if needed
    • Define the send trigger
  • You can add additional emails or send a test email, as well, in this step. You can also delete emails if you feel fewer are needed.
  • Set the send times based off when someone met the customer criteria.
    • The default sending time is set to 1 day after the customer’s last purchase.
    • We recommend using the Smart Send option to send a client an email at the last time they made a purchase. If choosing a specific time, use the Email Optimization page in the Insights section of WhatCount's to determine best group sending times.

3 - Review Emails

  • Review your email content and send conditions one last time. Send test emails to yourself or other stakeholders. Choose whether or not you want want to sync the Campaign's audience to a Facebook Custom Audience. When you are ready to activate the campaign, click the “Activate Your Automator” button. Otherwise, click the “I don’t want to activate this automator yet” link to return to the Campaigns page
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk