After customers have bought your offer, you can automatically add them to your email tool or CRM.

This is useful because you can keep in touch & follow up with customers in the future. You can ask for their feedback to improve your offer or even sell your other offers.

Here’s how you can set up an automation for this:

1. On your offer settings, go to the ‘Optional’ tab and enable the ‘Automation’ feature

2. Choose the ‘trigger’ you want to use

You have the option to trigger the automation when the customers buy or refund the offer.

3. Choose the ‘action’ you want to use

At this time, we have two options for the email tool/CRM integration:

• BirdSend
• Kit (previously ConvertKit)

If you use one of the two services above, you can integrate it and set the automation ‘action’.

Once the automation is set, every time your customers make a purchase, their data will be sent to the email tool you integrate.