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How to Set up the Post-Purchase Opt-in flow
How to Set up the Post-Purchase Opt-in flow
Updated over 6 months ago

⛳️ Looking to grow your audience and build loyalty? You've come to the right place!

Post-purchase communication is crucial for building customer loyalty and encouraging repeat purchases. With Kiosk, you can create an effective post-purchase opt-in flow that sends a confirmation message and offers customers the option to opt in to future communications. Ready to get started? Let's dive in!

Step 1: Connect Your Shopify Store

If it's not already done, you'll need to connect your Shopify store to Kiosk.

How to Connect:

  • Head over to the Integrations section in Kiosk.

  • Look for the Shopify card.

  • Click on "Connect":

  • Type in your Shopify store domain (e.g., "myshop.myshopify.com").

  • Just follow the steps, and you’re all set!

Once your store is connected, you’re ready to roll with the Post-Purchase Opt-In Flow.

Step 2: Using the Post-Purchase Opt-In Template

Now, let’s get that automation up and running.

  • Navigate to the Automations section in Kiosk.

  • Choose the Post-Purchase Opt-In Template. This duplicates the automation setup and gets you started.

How It Works

You're in the flow builder. Here you can build all the steps of the experience your contacts will go through.

First Block:

  • Trigger: The flow will be triggered each time an order is created. Contacts will enroll the flow, receiving the first message and their path will depend on the buttons they choose to click.

  • Confirmation Message: Start with a confirmation message. Include a button with enticing wording to encourage contacts to opt in.

Second Block:

  • Opt-in wording: In the second message you clearly mention what the whatsapp club is about and you collect opt-in in compliance with the regulations.

  • Opt-In Options: Provide two buttons and add the opt-in status node to automatically opt-in or out contacts.

    • Button A: Opt-in.

    • Button B: Opt-out.

Final Step:

  • Send a confirmation message based on their choice.

This is how this experience looks like in WhatsApp for your customer:

Customizing the Template

Time to make it your own! Personalize the template to match your brand’s style and voice.

  1. Modify Content:

    • Tweak the content to fit your brand’s tone.

  2. Personalize Media:

    • Upload images or videos that represent your brand.

  3. Decide the Flow Complexity:

    • Determine how many steps you want. You can keep it brief or create a more detailed experience like this one.

Activate the Flow

Once you’re happy with the setup, it’s time to go live!

Review Your Setup:

  • Double-check all the content and settings to ensure everything is in place.

Test Your Automation:

  • Run a Test Campaign: Before going live, click "Test Automation" and scan the qr. This helps in identifying any issues or errors that need to be rectified.

Activate the Automation:

  • Activate: Click the "Activate" button to start the post-purchase opt-in flow.

And that’s it! Your post-purchase opt-in flow is now active and ready to help you build a loyal customer base. 🎉

And if you need any help along the way, don’t hesitate to reach out to a member of the Kiosk Team.


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