Trigger automation when paying for a specific product

Find out how to send an automatic email - or any other action of your choice - after the purchase of a specific product

Written By CrocoTeam

Last updated About 1 month ago

Why is this useful?

You have several products (training courses, subscriptions, services) and you want each customer to receive a different email or action depending on what they purchase.
👉 Example: after purchasing a training course, send a welcome email + access details, but after purchasing coaching, trigger a follow-up call.

Step 1 – Create your products

  • Go to Payments > Products.

  • Make sure each product is properly configured and identifiable (clear name, specific options if needed).

💡TIP: Read our article on "How to create a product in CrocoClick" to learn more about this topic.

Step 2 – Create the automation(s)

  1. Go to Automations > New Automation.

  2. Select the Payment Received trigger.

  3. Click on Filters to specify the product concerned.

    • In the left field, select Global Product (this is the filter's "category").

    • In the right-hand field, choose the exact product.

  4. Add your actions to the automation (send an email, assign a tag, add to a sequence, etc.).

💡TIP:

  • "Payment received" will trigger for all payments received related to the product ➡️ if a product offers a subscription or payment in installments, the automation will trigger each time a payment is received.

  • "Form submitted" is useful if you want the automation to trigger only once, even with recurring payments ➡️

    • In this case, add the "in funnel/website" filters to target forms from a specific funnel.

    • You can then be more specific by adding "page is" and "submission type" so that automation only triggers in the event of a sale, and not when the first step of the form is completed (opt-in).

Step 3 – Customize the action

In each automation, customize:

  • The email template with the right content (training link, coaching info, etc.).

  • The tags to segment your contacts.

  • Member access if necessary.

Best practices

  • Create one automation per product rather than mixing everything together.

  • Use clear tags (e.g., Formation X – Client) to track your sales.

  • Test your automations by making a test payment before putting them into production.

👉 Result: each customer automatically receives the right communication, based on the product purchased 🎯