Customizing Post Purchase Invitations

Customize Post-Purchase Invitations to Collect More Video Reviews

Make your store’s post-purchase experience memorable and effective by customizing invitations for video reviews. After an order is fulfilled, an active post-purchase flow can invite the customer after the waiting period you configure. Choose timing that lets the customer use the product, and invite honest feedback regardless of whether it is positive or negative.

Step 1: Access the Invitation Customization Page

There are two ways to reach the customization page. From the Setup Guide, click Customize Email, or go to the Invitation section, then select Post Purchase Flow. Both paths take you to the design page.

Step 2: Choose and Customize the Landing Page

Select between a Text or Video landing page. This is what customers see after clicking your invitation link in their email.

Step 3: Add Your Store Logo

Upload your store’s logo to brand your invitation and make it instantly recognizable.

Step 4: Set an Incentive for Reviews

Decide what reward customers receive after their video review is published. Choose a percentage or fixed amount (in your store’s currency), using custom or preset values. Reward processing follows approval and publication of an eligible review. Apply the same moderation criteria to positive and negative experiences: never condition a reward on sentiment, and include any required incentive disclosure where the review is displayed.

Step 5: Save Your Design and Move to Automation

Once satisfied, click Save and Next to set up how and when customers receive their invitation.

Step 6: Configure the Automation Flow

Set the initial trigger to Order Fulfillment. Add a waiting period to ensure the customer has their product before you request a review—ideal for physical goods that require testing.

Step 7: Customize the Email Request

Edit the email your customer receives, including the subject and message. Personalize it with variables like the customer’s name. Preview how it’ll look and send a test to yourself.

Step 8: Add Reminders and SMS Notifications (Optional)

Build advanced flows by adding wait times and sending SMS reminders if a review hasn’t been submitted. Customize the SMS content and test it to your own phone.

Step 9: Finalize and Launch Your Post-Purchase Flow

Review your messages and waiting periods, then save your changes. When you are ready to send invitations, choose Activate and confirm the flow shows Active. Save and exit saves the flow but does not activate a draft or deactivated flow.

Collect honest customer experiences and use them to help shoppers understand your products. Review your invitation content, permissions, moderation criteria and reward disclosures before activating a flow.