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Setting Up Your Turn Product Samples into Repeat Purchases with Automated Follow-ups
Setting Up Your Turn Product Samples into Repeat Purchases with Automated Follow-ups
Updated this week

The Turn Product Samples into Repeat Purchases with Automated Follow-ups Play activates the Sample Upsell Moment to recommend full-size products to customers who received samples, helping you turn one-time samplers into full-size purchasers.

Key Notes

  • To learn more about the Turn Product Samples into Repeat Purchases with Automated Follow-ups Play and see examples, visit our Plays library.

  • The Turn Product Samples into Repeat Purchases with Automated Follow-ups Play works with Klaviyo, Attentive, and Postscript.

  • If you need help setting up your Turn Product Samples into Repeat Purchases with Automated Follow-ups Play, get in touch at [email protected].

Setting Up Your Turn Product Samples into Repeat Purchases with Automated Follow-ups Play

Create Sample Mapping

In order to use this Play, you must have sample relationships created in the app to see it reflected in the Sample Upsell event, Repeat Cart, and Profile Property.

  1. In the Repeat app, navigate to the Product Home Page.

  2. Locate the Sample Mapping card.

  3. Click the "Create New" button.

  4. On the new page:

    1. Use the search function to find products: you can search by Product ID, Variant ID, Product Title, or Variant Title

    2. Select the sample product

    3. Select the full-sized equivalent

  5. Verify both sections (sample and full-sized product) are set to the appropriate product variants.

  6. Click "Create Product Mapping" to finalize the process.

Klaviyo

Setting up the Play

Below, we’re going to show you how to build this Play yourself. To make setup even faster, reach out to [email protected] and we can add the Klaviyo templates to your account.

Building a Sample Upsell flow

  1. In Klaviyo, create a new flow using the Repeat - Ready for Sample Upsell trigger.

  2. Add 3 new messages to the flow.

We recommend setting the wait time to 5 days between messages. Here’s some sample copy to get you started:

Hey, {{ first_name|default:"friend" }}!

Looks like you recently tried our {{ item.sample.title }}. Easily buy the full-size now!

Hey, {{ first_name|default:"friend" }}!

We hope you enjoyed your sample of {{ item.sample.title }}. Don't miss out on the complete experience – click below to order your full-size!

Hey, {{ first_name|default:"friend" }}!

Your sample of {{ item.sample.title }} was just the beginning. Click below to upgrade to the full-size today and unlock its full potential! Get the most out of your experience – order now.

  1. Activate your flow by clicking the “Review and turn on” button at the top of the page.

Building a Sample Upsell Block

You can also create a Sample Upsell Block that can be added to any email you send to customers.

  1. To use the list of products that are due for sample upsell to populate dynamic email content, create a table with these settings:

Row collection: person|lookup:'Repeat - Previously Sampled Products'|slice:'1'

Row alias: item

  1. Use this variable to insert the dynamic content for products into the table row:

{{item|lookup:'sample'|lookup:'product_title'|default:'' }}

  1. In the URL field of a button or image, add this snippet to dynamically populate the link for a customer’s Personalized Cart:

{{ person|lookup:"Subscription Repeat Cart URL"|default:"[YOURWEBSITE.COM](<http://yourwebsite.com/>)" }}

Be sure to replace YOURWEBSITE.COM with your homepage.

  1. If you want to ensure that this reusable block is only shown to customers who received samples, you can add this show/hide logic to the block:

Attentive

Setting up the Play

  1. Create a journey on Attentive using the Repeat - Ready for Sample Upsell trigger.

  2. Add 3 new messages to the flow.

We recommend setting the wait time to 5 days between messages. Here’s some sample copy to get you started:

Hi NAME, We hope you've been enjoying SAMPLE_PRODUCT_TITLE. Don't miss out on the complete experience. Click below to order your full-size: REPEAT_CART_URL

Hi NAME, Get the most out of SAMPLE_PRODUCT_TITLE by upgrading to the full-size today and unlock its full potential. Order now: REPEAT_CART_URL

Postscript

Setting up the Play

  1. Create a flow on PostScript using the Repeat - Ready for Sample Upsell trigger.

  2. Add 3 new messages to the flow.

We recommend setting the wait time to 5 days between messages. Here’s some sample copy to get you started:

Hi NAME, We hope you've been enjoying SAMPLE_PRODUCT_TITLE. Don't miss out on the complete experience. Click below to order your full-size: REPEAT_CART_URL

Hi NAME, Get the most out ofSAMPLE_PRODUCT_TITLE by upgrading to the full-size today and unlock its full potential. Order now: REPEAT_CART_URL

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