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Send a thank-you email after payment

Updated

Baca dalam Bahasa Melayu

Send a thank-you email after payment (0:23)

A short, personal thank-you after payment makes a small shop feel human and cuts “did my payment go through?” messages. BCL’s Thank You Email on Payment template builds this automation for you; you only choose the forms and reword the message.

A payment form that takes payments. The example uses the demo form “Kopi Kampung Coffee Beans”.

The template gives you the trigger and the email; you set the form and your wording:

  1. Go to Automations and click Templates.

  2. Find Thank You Email on Payment and click Use Template. BCL opens the new automation, which starts inactive.

  3. Double-click Payment Success. Set Payment Source Type to Payment Form, pick your forms in Specific Form (or leave it empty for all) and click Save Trigger.

    Payment Success Trigger Settings with Kopi Kampung Coffee Beans picked in Specific Form

  4. Double-click Send Thank You Email. The recipient is already {email}; change the subject and message to your own words, and click Save Email.

    Email Action Settings of Send Thank You Email with the subject and message

  5. Click Rename to give it your own name, click Update Automation, then Activate and confirm.

The finished workflow:

The workflow canvas with Payment Success connected to Send Thank You Email

The demo’s version of the message:

Hi {name},
Thank you for your order! We've received your payment successfully.
Order Number: {order_number}
Amount Paid: {amount}
Payment Method: {payment_method}
Your order is now being processed. We'll notify you once it's ready.
Best regards,
{business_name}

Subject: Thank you for your Kopi Kampung order #{order_number}.

Check the recipe with a test run before you rely on it:

  1. In the email step, enter your address under Test Email and click the send icon to see a sample.

  2. Make a test purchase on the form in Test Mode.

  3. Open the automation and click Overview. The purchase shows in Execution History; a delivered email shows as Completed.

    Execution History with the latest run highlighted

A few ways to get more from this recipe:

  • Add something useful, not only thanks. For example, when the order ships, how to reach you, or a care tip for the product.
  • List what they bought with {product_table}. It shows each item, with an Access button for digital items.
  • Pair it with a shipping update. See Send the tracking number when an order ships.

Common issues

BCL already sends a payment email. Why add a thank-you?

BCL's standard email is a receipt. A thank-you in your own words, with your tone and next steps, builds the relationship. If two emails feel like too many, you can turn off the standard success email in the form's Notification Settings.

How do I send it for one product line only?

Double-click the trigger and pick the forms in Specific Form, or add a Condition with Product ID after the trigger.

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