Configuration

Followup is configured on one screen at WooCommerce → Follow-ups. There are global sender settings and then a block of settings for each of the four email types.

Global sender

These apply to every message Followup sends.

From name — the sender name shown in the customer’s inbox.
From email — the address messages are sent from. Use an address on your own domain so messages pass SPF/DKIM and are less likely to be filtered as spam.

Followup sends through WordPress’s wp_mail, so any SMTP plugin you already use for transactional email is respected automatically.

The four email types

Followup ships four ready-to-use types, each tuned to a different stage of the post-purchase journey. Every type has the same set of controls.

Thank-you — a warm message shortly after the order is fulfilled. A short delay suits this best.
Review request — asks for a review once the customer has had time with the product. A delay of a week or two is typical so the product has arrived and been used.
Cross-sell — suggests related products a couple of weeks later, while the brand is still fresh.
Win-back — re-engages customers who have not ordered again after a longer gap. Use a longer delay here.

Per-type settings

For each type you control:

Enable

Turn the type on or off. Disabled types are never sent. You can run just one type (for example only Thank-you) or all four.

Trigger status

The WooCommerce order status that starts the countdown — commonly Completed, but you can pick any status that fits your fulfilment flow. The delay is measured from when the order entered this status.

Delay (days)

How many days after the trigger status the email is sent. A delay of 0 sends on the next daily run after the order reaches the trigger status — useful for testing.

Subject and body

The template for the message. Edit freely and use the placeholders below. The body is sent as the email content; keep it readable as plain text.

Placeholders

Use these tokens in any subject or body. They are replaced per order before sending.

{customer}  the customer's first name
{order}     the order number
{site}      your site name

How timing and sending work

A daily wp-cron event checks for orders that have been in the configured trigger status for at least the configured number of days, then sends any enabled follow-up that has not already been sent for that order. Sending is idempotent: once a type has been sent for an order it is recorded against that order and never sent again, so overlapping or repeated cron runs are safe.

Getting started — install and send your first email.
Building a follow-up sequence — recommended timing and copy.
FAQ — common questions.