4.2.6 - Creating Post-Purchase & Review Request Flows (Difficulty: Advanced | Path: Scale)

How to Set Up Your Timeline & Triggers

What is it?

The 'trigger' for a post-purchase flow is the 'Order Placed' event. The 'timeline' is the series of 'wait' periods and emails that happen after that trigger. Getting the timing right is critical to the success of this flow.

Why is it important?

If you ask for a review *before* the product has even arrived, you'll frustrate your customer and get a bad review. The timeline needs to align with your customer's real-world experience of receiving and using your product.

A Simple, Effective 2-Email Flow Timeline:

1. Email 1 (Send Immediately): The 'Thank You' / Order Confirmation. This email should trigger *immediately* after the 'Order Placed' event. It should confirm the order, say thank you, and set expectations for shipping. (Note: Shopify sends a basic one, but a branded one from your ESP is better).
2. Email 2 (Send 14-21 Days Later): The Review Request. This is the crucial part. You must add a 'Wait' period. Wait long enough for the product to be shipped, delivered, and used (e.g., 'Wait 14 days'). *Then*, send the email asking for a product review.

Pro Tip: Use Delivery-Based Triggers

Advanced email platforms (like Klaviyo or Omnisend) can integrate with your shipping data. This allows for a much smarter flow: `Trigger: Order Placed` -> `Wait Until: Order is Delivered` -> `Wait 7 Days` -> `Send Review Request`. This is the most accurate way to ensure you're asking at the perfect moment.