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Marketing & Automation

Six automation types · WhatsApp

Full articles

Setting Up Abandoned Cart Messages

Automatically recover lost sales with reminder messages to customers who left their cart.

The Smart Offers System — The Five Types

Your complete guide to the five types of smart offers in TakeTheme.

Segmentation and Segment Campaigns

Send targeted marketing campaigns to specific customer segments.

Coupons and Discount Rules

Create discount codes across four types, or use ready-made offers.

Post-Purchase Offers (Upsell)

Increase order value with an additional offer right after checkout.

Creating an SMS / WhatsApp Marketing Campaign

Send a marketing campaign via WhatsApp to a targeted customer segment.

Marketing Campaign Performance Reports

Where to find performance metrics for each type of your marketing campaigns.

Automation Channels (WhatsApp / Email)

Connect the channels your automated campaigns send through via WhatsApp and email.

Ready-Made Automation Templates

25 ready-made email templates for your automated campaigns.

Frequently Asked Questions About Offers and Coupons

Quick answers to the most common questions about offers and marketing.

Setting up abandoned-cart messages

Enable the automation from Marketing → Abandoned Cart, and set the timing and message text over WhatsApp or SMS to reach the customer automatically.

The offers system — six types

The system includes: direct discounts, buy-together bundles, coupons, segment-based offers, timed offers with a countdown, and post-purchase upsells.

Segmentation and segment campaigns

Split your customers by purchase history or value, then send a tailored offer to each segment from the Campaigns page.

Coupons and discount rules

Create a discount code and set its rules (percentage or fixed amount, minimum order, expiry date) from the Coupons page.

Post-purchase offers (upsell)

Show the customer an extra product right after payment completes, added with one click and no re-entering payment details.

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