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Templates

Upsell Control Automation

Product Sales Automation

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https://www.figma.com/board/VC5CUZYmB2so6777Qa6E63/Product-Upsell-Automations?node-id=0-1&t=NBe7Bgsl4Y5cML9p-1

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EVERYTHING BELOW THIS POINT IS UNDER CONSTRUCTION

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Introduction

This automation system is designed to automatically offer subscribers your products in the right order, skipping anything they've already purchased and sending them toward the next relevant offer. It runs in the background and works for any number of products.

The system is made up of two automations that work together:

1. The Upsell Control Automation acts as the "traffic controller." It checks what a subscriber has already purchased and routes them to the correct sales sequence.
2. The Sales Sequence Automations act as the "sales reps." Each product gets its own copy of this automation. It sends the actual sales emails to subscribers who haven't purchased that product yet.

How the Automation Works

How the Upsell Control Automation Works

Trigger

The Upsell Control Automation starts when the tag Start Upsell Automation is applied to a subscriber. This tag is typically applied at the end of another automation. For example, it might be applied at the end of a welcome automation (like the one in the Lead magnet → Short welcome and nurture sequence page), after a subscriber has been properly introduced to your content and is ready to hear about your products.

Condition Filters: Routing by Purchase History

Once a subscriber enters the automation, it runs them through a series of condition filters, one for each product you sell. Each filter checks whether the subscriber has the purchase tag associated with a given product.

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Note on purchase tags: You'll need to set up a tag for each product that gets applied when a subscriber makes a purchase. The exact method depends on your checkout platform, but the tag is what tells Kit that someone has purchased a particular product.

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The automation checks each product in order, from first offer to last. The logic works like this:

• If the subscriber has already purchased Product 1 → skip to the next filter