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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 which of your subscribers have purchased your products and find the exact revenue amounts each specific subscriber has given you.

You'll also be able to trigger Visual Automations based on specific product purchases and easily send different emails to customers and non-customers.

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

What you can do with Purchases

1. Create Visual Automations based on purchases

You'll see a Purchase entry point in your Visual Automations:

Click the Select field to select the product that people must purchase to trigger the Visual Automation.

After that, you can build out your Visual Automation to send purchasers a follow-up email sequence, tag them, move them to another Visual Automation, and so on!

NOTE: You may need to perform a test purchase via your ecommerce provider before your product will be available for selection from the Select field.

2. See how many people have purchased your products

From your Subscribers page, you'll find a list of products in the right sidebar, plus information on how many people have purchased each product:

3. Email subscribers based on products purchased

You can set up your Broadcast to be sent to subscribers who have (or have not) purchased a certain product.

To do this, add a recipients filter for subscribers subscribed to that product, and adjust the "Matching any/all/none of the following" setting accordingly.

You can also set up a Segment of purchasers to exclude them from receiving your Sequence emails.

Track revenue data in subscribers' profiles!

Go to your list of products from the Subscribers page and click any product's name to get a list of subscribers who have purchased that product.

From there, you can click any subscriber to visit their subscriber profile page. Click the Purchases tab on that page to see the purchases they've made and the amount of revenue they've brought you.

See all previous purchase 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 store has for this customer will now also be in your ConvertKit account!

NOTE: This feature applies only 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.

FAQs

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

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

This is because we launched the purchases feature on July 1, 2018, and integrations previously connected before this date are on the past version of the integration. So, a simple reset will do!
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If you've set up your integration after this date and the above does not apply to you, and you've set up your integration correctly, you'll need to test-purchase your products for it to appear in your Visual Automation's Purchases entry point.

I set up my Visual Automation using the purchases feature, but nothing happens when someone purchases. What's up with that?

There are a few reasons why this might be happening.

First, check if your Visual Automation is Paused or Active. You can do so by clicking into your Visual Automation from the Visual Automations page, and then checking the Active toggle at the top right of the builder.

Your Visual Automation must be set to Active to capture these Customers and send them through your post-purchase funnel.
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Another reason you might not be seeing a customer in your Visual Automations could be because you need to wait a bit. The ConvertKit app updates its numbers, stats, and reports on a half-hour basis to reflect numbers correctly.

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