How do I deliver the upsell download mails to customers who purchased them?

Status: Closed · Asked by Karthik C on · 0 views

Karthik C — Question ·
Hi team,

I'm currently selling digital products and using Pabbly Connect to deliver the access mails after purchase.

I now also have upsells/bump orders on my checkout, and I need to set up a way to automatically send the relevant access mail only to customers who selected and paid for that specific upsell/bump order.

Could you guide me on how to set this up in Pabbly Connect
Looking forward to your guidance.

Thanks!
Pabbly Support — Reply ·

Hello Karthik,

Thanks for reaching out! Yes, you can set this up in Pabbly Connect using a Router step to send the correct access mail only to customers who purchased a specific upsell or bump order.

Here is the general approach:

1. Trigger: Use your checkout/payment platform's trigger (e.g., new order/purchase event) to capture the order details, including which products/upsells were purchased.

2. Add a Router step to split the workflow into conditional paths based on the product or upsell selected. For example:
   - Path A: If the order contains your main product, send the main access mail.
   - Path B: If the order contains the specific upsell/bump order, send the upsell access mail.

3. Set each path's filter condition to match the relevant product name or line-item value from the trigger output. Only the path whose condition matches will execute, so each customer receives only the mail for what they actually paid for.

4. Add a Send Email action (via Gmail, SMTP, or your email app) on each path with the appropriate download link or access details.

Thanks & Regards,

Adeel Akhtar
🌐 Pabbly.com

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