To successfully use this workflow, be sure to first activate the Peek Pro: Post-Purchase workflow as your first touchpoint.
The Peek Pro: Pre-Tour Upsell workflow can help automate upsells and any relevant upgrade/add-ons in follow-up emails related to your customer's upcoming event.
What to Know Before You Get Started
Although the Pre-Tour Workflow is designed to provide opportunities for upsells/upgrades, you will first need to activate the Peek Post-Purchase workflow as the first point of communication.
Not only will the Post-Purchase Workflow provide that initial booking confirmation email, it will also pull booking details from the purchase event and apply them to the customer’s custom fields. Once the booking’s start date is stored in the custom field next_booking_date, it can be used as Date-Based Trigger for the Pre-Tour Upsell workflow (explained below).
Activate the Workflow
Install our pre-built Workflow, or build your own. Our pre-built Workflow includes a Date-Based Trigger, recommended Delay steps, and email Actions, complete with best practice tips to help with email content creation.
Set up your Workflow
Step one: Edit the Date-Based Trigger
By default, the trigger is set to fire 14 days before their booking start date, but this can be updated to a time that best suits your communication needs.
Remember: next_booking_date is a date-based custom field with a value set by the purchase event triggered in the Peek Pro: Post-Purchase Workflow. Activate that workflow to dynamically add people to this workflow based on their booking start date
Step Two: Edit your Delay
After the initial email, use a Delay to define the wait time before the follow-up email, leading up to the Event's start date. In the Workflow Template, the Delay between the two emails is one day apart. However, this can be edited to better match your communication style!
The Delay can be set to wait for a certain amount of time or can be relative to the Date-based Custom field, next_booking_date.
Step Three: Edit the Email Content
Email 1: Upsell Relevant Upgrades
This is your chance to lock in some upsells! The main point of this email is to upsell related tours, add-ons, or experiences that complement the customer's upcoming trip.
- Keep it focused on enhancing their adventure, not selling for the sake of it.
- Add engaging content such as features or updates to nurture and build your subscriber’s interest.
- Remember not to overload your audience with too much information at once. Keeping the email focused encourages engagement.
Email 2: Prepare for your tour!
This email serves as a go-to guide before your customer’s event! Build excitement and confidence as you prepare them for what’s ahead.
- Include a short welcome message, key trip reminders, and helpful links leading up to their upcoming date to ensure a smooth and stress-free experience.
Measure Workflow Performance
As your emails are released on the designated delays check back on their performance using the Workflow Dashboard.
Here is where you:
- Evaluate the conversions you’re seeing from this Workflow such as any revenue from upsell emails.
- Keep in mind: Revenue reporting is only available to Shopify, Woocommerce, BigCommerce, Magento, Fareharbor, Peek Pro, or our Shopper Activity API connected accounts.
- Look at the open and click-through rates of the emails to see what attendees are engaging in.
This information tells you if you need to change it up or if your strategy is working.