"We are revamping our Knowledge Base articles to serve you better. In case you find something unusual, do not panic. Reach out to our Support Team by submitting a ticket if you ever need some help.”
  1. Home
  2. How-To Functionality Walkthroughs
  3. Adding Autoresponder To Your Checkout Module
  1. Home
  2. Integrations & Automations
  3. Adding Autoresponder To Your Checkout Module

Adding Autoresponder To Your Checkout Module

Adding Autoresponders to Your Checkout Module

Autoresponders are essential tools to nurture leads and automate follow-up communication after a purchase. In Clients on Automation Software, you can integrate autoresponders with both the Checkout Form and the Two-Step Checkout Module to manage leads effectively.

Checkout Module Types

  • Checkout Form
  • Two-Step Checkout Module
    For more information about checkout types, visit Checkout Types Guide.

How to Connect an Autoresponder Using Checkout Form or Two-Step Checkout

Step 1: Access the Checkout Form Settings.

  • Navigate to your funnel and open the Checkout Module.
  • Go to Settings > General > Auto Responders.

Step 2: Select an Autoresponder Service.

Step 3: Add Service Details.

  • Enter the required details for the selected autoresponder.
  • Click Connect to link your account.

Step 4: Configure Lead Sending Settings.

  • Specify the account, list, or tag where you’d like to send the lead after a purchase.
  • Note: The setup process may vary depending on the autoresponder app/service.
Monosnap thank-you – COA Triage 2024-12-03 00-53-26

Additional Settings

Facebook Pixel Integration

Autoresponder for Two-Step Checkout Only

  • Configure this option to send product purchase leads to the autoresponder app/service.

Upsell/Downsell Module Integration

To send data of customers who purchase an upsell or downsell:

  • Access the Upsell/Downsell Module Settings > Autoresponders.
  • Configure the settings similarly to the checkout module.
Monosnap thank-you – COA Triage 2024-12-03 00-51-35

By following these steps, you can automate lead management and ensure seamless communication with your customers.

Was this article helpful?
Yes No

Related Articles

DF Black Trimmed

ANNOUNCEMENT:
Our Knowledge Base articles are undergoing a comprehensive overhaul to enhance your experience.

If you encounter any unexpected issues or irregularities, feel free to connect with our Support Team by submitting a support ticket for prompt assistance.