How it works
Follow these 4 simple steps to get approvals before thank-you emails reach your customers
Order Created
Order Created
Retrieve Shop
Retrieve Shop
Approval
Approval
Send Email
Send Email
Make it your own
Customize this workflow even further:
Set conditional approval rules
Add filters to automatically approve certain types of orders (like small orders under $50) while requiring manual approval for larger purchases or first-time customers.
Connect customer data enrichment
Pull additional customer information from your CRM or loyalty program to include personalized product recommendations or account status in your thank-you emails.
Branch into multiple follow-up sequences
Create different email paths based on order value, product type, or customer segment - sending VIP customers to a premium follow-up sequence and new customers to an onboarding series.
Track approval analytics in spreadsheets
Log each approval decision with timestamps and reasons to analyze which orders you typically approve or reject, helping you refine your customer communication strategy.
Frequently asked questions
Can I set up different approval rules for different order types or values?
Currently this workflow sends all orders for approval, but you can modify it by adding conditions before the approval step to automatically approve orders under a certain amount or from repeat customers while still requiring manual review for larger or first-time purchases.
What happens if I don't respond to the approval request within a certain time?
The workflow will wait indefinitely for your approval decision. If you want time-sensitive orders to automatically send thank-you emails after a delay, you can add a timeout condition that automatically approves orders if no response is received within your specified timeframe.
Can I customize the thank-you email template for different product categories?
Yes, you can modify the email step to include conditional content based on the products in the order. For example, you could add specific care instructions for clothing items or warranty information for electronics by checking the product types in the order data.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.
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