Using workflows to send automated emails
In this article:
- How to create a workflow
- How it works for customers
- If your customer is not receiving emails
With the Workflows feature, you can create automatically scheduled updates that your customers will receive at designated intervals after their purchase.
See what receiving a workflow is like by getting this free, example product.
Workflows can be used for a variety of situations, including:
- Teaching an online course where learning materials are delivered every three days, for three months.
- Creating a digital monthly magazine where customers receive the latest issue immediately after purchase.
- As both an author and musician, you want to automatically send your e-book customers a free track from your latest album after their purchase. You also want to send buyers of your album a free chapter from your latest e-book.
- Sending a personal thank-you note after each purchase.
How to create a workflow
A workflow can be sent out to the following groups of people:
- All of your customers
- Customers of a specific product (any workflows will stay in their Gumroad libraries as attached updates)
- All of your followers (learn more about following here)
- All customers and followers
The workflow will begin as soon as someone buys a product from you (customers) or follows you (followers).
Step 1: Set it up
Go to your Workflows page. Click the New workflow button to create a new workflow.
Give your workflow a name (this is only visible to you), and then choose your Audience. Note that once you start adding emails to your workflow, you won't be able to change your audience.
You can send your email to your followers, customers, affiliates, or to everyone!
With the "Trigger" option, you can also set up a workflow to trigger a custom email when a membership subscriber cancels a subscription, and not just when they subscribe.
Want to notify your affiliates of a big sale coming up? Or thank them for their hard work? Or tell them, Glengarry Glen Ross style, that they need to be better earners? Through the Posts feature you can do that! Select your audience as "Affiliates only" and then specify affiliates of which product (or all products). Write your post, and schedule it or send it immediately. Your affiliates will receive an email from us.
Step 2: Add emails to your workflow
After making a workflow, click the green Add button, and then click Add email to add the first email. This email will be sent out relative to the time of purchase. If you want your customers to receive an email immediately after they buy a product, set the first email to be sent out 0 hours after purchase.
If you want a workflow to only be sent to new customers, click the Only send to new customers checkbox underneath the content box. If you leave this box unchecked, your workflow will be sent to customers who have already purchased your product (as long as they fulfil the filters applied and the hours after purchase criteria). Note that once a workflow is marked as "new customers only" and is published, it cannot be changed.
Step 3: Add additional emails
Click the Add email button again to add a second email. Each time you add a new email, you will choose when it will be sent relative to the time of purchase.
Here is an example of a finished workflow. The customer will receive an email immediately after purchase, a second email one day after purchase, and a final email one week after purchase.
When you're ready to publish your workflow, click the Edit button on each email and click Publish.
After you've made sales (or gained followers) and your workflow has been sent out, you'll be able to see the open and click-through rates on each message.
If you'd like to pause a workflow email, click edit on the workflow and unpublish your emails.
How it works for customers
Your customers will receive workflows as email messages with links to any files you've attached. The emails will be addressed from you (or whatever you have entered as your Full Name in your settings). These emails are addressed from the Gumroad support email, but if a customer hits "reply" on the email, their reply will be sent to your support email.
Test out the customer experience for yourself by "purchasing" this free example Workflow.
If your customers have Gumroad accounts, all of these emails will be visible in their Gumroad Library.
If your customer is not receiving emails
You can verify that a customer is supposed to be receiving emails or not by searching for their name or email address in your Sales dashboard. Click their name to open their customer drawer. If they have opted out of emails from you, there will not be a checkmark next to the words Receives emails.
You can toggle their ability to receive updates by clicking through this checkmark.
Should your customers still not be receiving Workflow emails, it is possible that: