To successfully use this workflow, be sure to first activate Peek Pro: Post-Purchase workflow as your first touchpoint.
Just because a tour is over, doesn’t mean the communication should end! Once the tour has passed, continue the conversation by asking for a review, cross-sell other relevant tours, and let people know where they can buy merch. Continue building a loyal customer base after a tour with the Peek Pro: Post-Tour series.
What to Know Before You Get Started
First, 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_end, it is used as the 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 1 hour after their booking end date, but this can be updated to a time that best suits your communication needs.
Remember: next_booking_end 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 end date.
Step Two: Edit your Delays
The Delays in this workflow are based on our recommendations. 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_end.
Step Three: Edit the Email Content
Email 1: Review Request
Increase customer engagement by checking in with customers after their tour, asking for feedback on how it went! Asking for a review is a great way to continue building customer trust and loyalty. Keep the email focused on gathering feedback and understanding their experience.
Email 2: Cross-Sell
Given they had the opportunity to review their last trip, follow up with customers by introducing other tours they might enjoy based on their recent experience. With this email, you’ll want to focus on encouraging additional bookings by offering personalized, relevant suggestions to make it clear why these tours are a good fit.
Email 3: Grab Some Merch
While customers are still engaged and excited about their last tour, this email can keep the good times going by offering merch related to their recent experience. Remember to keep a light, enthusiastic tone while making these product suggestions!
Email 4: [Optional] Membership signup
Do you offer memberships? If so, you can add one more follow-up email encouraging people to take it one step further by becoming members. The focus here is to highlight the benefits a membership has on future bookings such as members-only offers and perks!
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.