Cross-Sell Campaign – First Specific Product/Service Order

Cross-Sell Campaign – First Specific Product/Service Order

🛍️ Cross-Sell Campaign – First Specific Product/Service Order

Automatically promote complementary products or services after a customer’s first purchase of a specific item. Ideal for introducing add-ons, bundles, or upgrades that enhance the initial experience.

What it does

  • Triggers when a customer first purchases a chosen product or service.
  • Sends a personalized message suggesting related or premium options.
  • Encourages repeat visits and larger orders.

Why it works

  • Targets customers when they’re most excited about their purchase.
  • Drives upsells and repeat engagement automatically.
  • Works across retail and service environments.
Placeholders:
%CustomerFirstName% → Customer’s first name  •  %CompanyName% → Business name  •  %Products% → Purchased product/service name  •  %DiscountCode% → Discount code (SMS)  •  %DiscountBarcode% → Scannable barcode (email)

Step 1 — Basics

  1. Go to Marketing → Add Campaign.
  2. Name it (e.g., Cross-Sell – Add-Ons After First Product Purchase).

Step 2 — Message & setup

  1. Send type: Automated
  2. Send criteria: First specific Product/Service order created (multiple Products/Services)
  3. Products & Services: Select one or more qualifying items.
  4. Campaign type: Text
  5. Offer (discount): Choose your promotion (e.g., 10% off next product).
  6. Recipients: Main contacts/parents
  7. Subject: You’ll love what pairs perfectly with your recent purchase
  8. Sample SMS content:
    Hi %CustomerFirstName%,
    Thanks for trying %Products%!
    You’ll love these add-ons that go perfectly with it — use code %DiscountCode% at %CompanyName%.
    See you soon!
Note: SMS includes discount code only. Email campaigns can display a %DiscountBarcode% for scanning at checkout.

Step 3 — Schedule & audience

  1. Set Start date and Send time (e.g., 3:00 AM).
  2. Target customers after their first purchase of the selected item(s).

Step 4 — Preview & launch

  1. Preview and test the campaign with a sample customer.
  2. Verify product/service mappings and offers.
  3. Click Save to activate.

Best practices

  • Keep it contextual. Only recommen

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