How to send a confirmation email when someone buys from you.

In this video, you'll learn how to send a confirmation email to your customer when they purchase from you.

How to Send an Email Confirmation to a Buyer in Funnel Breezy

This guide explains how to set up an automated email confirmation for buyers in Funnel Breezy. Here's a breakdown of the steps:

1. Decide on Receipt Source:

• Choose between using Stripe's automated receipts or creating one within Funnel Breezy.

• Disabling Funnel Breezy receipts if you prefer Stripe's (recommended for simplicity).

2. Create a Purchase Confirmation Email Automation:

• Go to "Automations" and click "Create Workflow."

• Name the workflow (e.g., "Purchased [Product Name]").

• In "Settings," set the sender name and email address (your business information).

3. Set the Trigger:

• Choose "Add new workflow trigger."

• Select "Order form submission" as the trigger.

• Add filters to specify the exact sales page and checkout form where the purchase happens.

4. Add a Tag (Optional):

• Create a tag to identify purchasers (e.g., "Purchased_[Product Name]").

• This helps categorize contacts based on their purchases.

5. Add the Email Action:

• Under "Action," select "Send email."

• Subject line: Create a clear and enticing subject (e.g., "Yay! Welcome to the [Program Name]").

• Email body: Create a template with a welcome message, information about their purchase, and next steps.

6. Additional Considerations (Optional):

• Set a delay before sending the email (optional).

• Send an internal notification to yourself upon purchase (optional).

• Grant access to the purchased product/membership within the automation (optional).

7. Complete the Automation:

• Save the automation.

• Make sure you have a separate email template created specifically for purchase confirmations.

• Ensure either Stripe receipts or your Funnel Breezy receipt is enabled.

8. Activate the Automation:

• Turn on the workflow to activate the automated email confirmation process.

Stripe Receipt Settings:

Please make sure you watch this video so that your customers will receive their stripe receipts when purchasing from you.  These are not enabled by default.

How to Enable Customer Email Notifications in Stripe

This guide will walk you through enabling email notifications for your customers in Stripe. These notifications inform them about successful payments and refunds.

Requirements:

• A Stripe account

Steps:

1. Log in to your Stripe dashboard.

2. Click on "Settings" in the top navigation bar.

3. Scroll down to the "Customer emails" section.

4. Ensure that both the following options are toggled on:

   • Successful payments email customers about

   • Refunds email customers about

5. (Optional) Verify your support email address. This email will be displayed on the customer's Stripe receipt for contacting support.

   • Locate the "Support email" field and ensure it's correct.

6. (Optional) Double-check your profile email address. You should receive a notification from Stripe whenever a customer makes a successful payment.

   • Find your profile email address and confirm its accuracy.

Benefits:

• Improved customer experience: Customers receive receipts for purchases and are notified of refunds.

• Reduced workload for you: Customers can access their receipts directly, eliminating the need for you to manually issue them.

• Simplified recordkeeping: Customers, especially businesses, can utilize the receipts for tax purposes.

Additional Notes:

• This process is similar for enabling email notifications in PayPal, although it might be automated by default.

• Most users likely employ Stripe as their primary payment processor.

By following these steps, you can ensure your customers receive timely email notifications about their transactions with you.