Summary
Offer a same-registration upgrade shortly after a basic check purchase.
What happenedCustomer bought a basic check.
When to send it2 hours after purchase.
Which email design it usesMCC-DESIGN-UPGRADE: Basic to comprehensive upgrade
Button textUpgrade this vehicle
Button URL typeUpgrade page for the same registration
What we count afterwardsCustomer buys a comprehensive check for the same registration.
Example customerAlex bought a basic check for AB12 CDE at 10:00 and has not bought the comprehensive check by 12:00.
StatusReady for developer notes
Who should get it
- Recent basic check buyers
- Customers with no comprehensive check for the same registration
Who must not get it
- Customers who already bought a comprehensive check for the same registration
- Customers who cannot receive follow-up emails
Extra checks before sending
- Check the same registration has not been upgraded.
- Check payment is complete and there is no active refund or payment dispute.
- Check no higher-priority service or purchase message is waiting.
Send limits
- One follow-up email in 24 hours
- Three follow-up emails in seven days
What we count afterwards
- Email sent
- Email opened
- Button clicked
- Comprehensive upgrade bought for the same registration
- No sale
Developer notes
- Needs same-registration check before sending.
- Use sample data only in this planning app.
- Upgrade link must be safe to open without exposing customer data.
Required customer data
- customer ID
- email address
- email permission status
- follow-up emails sent in the last 24 hours
- follow-up emails sent in the last seven days
Required vehicle data
- registration
- make
- model
- year where available
- comprehensive check bought for this registration
Required order data
- order ID
- product bought
- checkout completed date
- registration linked to the order
- refund or payment dispute status
User groups linked to this email
Recent basic check buyers