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Purchases Feature Setup and FAQ
Purchases Feature Setup and FAQ

Track purchases from your ecommerce platform with ease!

Updated over a week ago

Streamline your purchases and track your revenue.

With our purchases feature, you can see exactly which of your subscribers have purchased your products find the exact revenue amounts that each specific subscriber has given you.

You'll also be able to trigger visual automations based on specific product purchases and easily segment emails to customers and non-customers.

We'll pull in all of the purchases data from your eCommerce platform (including ConvertKit Commerce!).

What you can do with purchases

1. Create visual automations based on purchases

You'll see an option in your visual automation entry points called " Purchase":

Here you can send purchasers a follow-up email sequence, tag them, move them to another automation...the options are endless!

NOTE: You may need to perform a test purchase via your e-commerce provider before your product will be available for selection from your automations.

2. See how many people have purchased your products

From your subscribers page, you'll find a list of products in the righthand sidebar which tells you exactly how many people have purchased the product:

3. Create a segment or email subscribers based on products purchased

Within segments, you'll be able to filter your subscribers based on products purchased:

Track revenue data in subscribers' profiles!

When you go to your products section (listed under your tags on the main subscribers page), you can click on any product's name and click on a subscriber who purchased that product. Within their subscriber profile, you can see which purchases they've made and have much revenue they've brought you.

See all previous purchases history (limited)

Once you connect your eCommerce store and someone makes a purchase, not only will you see that purchase's data, but you will ALSO see all previous purchases this subscriber/customer has made with you in the past. Whatever purchase history your eCommerce stores has for this customer will now also be in your ConvertKit account!

Note: This feature only applies to Shopify, Squarespace Commerce, Stripe, and Gumroad.

Get started by choosing your eCommerce store

We'll update this list as we get more ecommerce platforms integrated with the Purchases feature. If you'd like to see a specific integration added go here.

FAQ

I already have my ecommerce platform integrated. Why can't I see my products in Visual Automations?

If you had your integration setup before July 1, 2018, you'll actually need to disconnect the API code from your integration's settings page, save the settings, then re-insert the API code back in, saving the settings once more.

This is because we launched the purchases feature on July 1, and integrations previously connected before this date are on the past version of the integrations. A simple reset will do!
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If you've setup your integration after this date and the above does not apply to you, assuming you've followed the appropriate steps to setup your specific integration listed above, you'll need to test purchase one of your products in order for the "Purchases" option appear in the visual automation entry point step.

I setup my visual automation using the purchases feature, but when someone purchases, nothing happens. What's up with that?

There are a few reasons why this might be happening. The very first thing you should be checking in your visual automation is the top right corner, to see if your Automation is "Paused" or "Live". 

Your automation must be set to "Live" in order to capture these Customers and send them through your post-purchase funnel.
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Another reason you might not being seeing a customer in your automations could be a matter of time. The ConvertKit App updates itself in terms of numbers, stats, and reports on a half-hour basis to reflect numbers correctly.

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