Post-Purchase Email Automation and Workflow Strategies
January 29, 2026

Most brands obsess over the moment a customer clicks purchase, yet they often treat the follow-up as an afterthought. That is where opportunity quietly slips through the cracks. Data shows 60 percent of consumers actively want brands to reach them by email, and 99 percent check their inbox every day. This makes email the perfect channel not just to confirm a sale but to strengthen relationships, drive repeat purchases, and cultivate loyalty. Post-purchase emails are the quiet workhorses of retention strategy, often delivering returns far beyond the initial transaction without demanding extravagant campaigns or flashy creative. For businesses that understand their potential, post-purchase emails are not just communication, they are a strategic touchpoint that can define the customer experience and cement brand trust.

What Post-Purchase Emails Are

A post-purchase email is more than a digital receipt or an automated thank-you. It is a calculated opportunity to extend the relationship beyond the point of sale. These emails engage customers immediately after a purchase with content that is purposeful and relevant, whether confirming an order, sharing product guidance, or inviting feedback. Unlike general marketing blasts, post-purchase emails are intimately tied to a customer’s behavior and intent. They are crafted to acknowledge the transaction while simultaneously nudging the customer toward deeper engagement. This makes them a bridge between a one-time buyer and a loyal repeat customer.

How They Differ from Transactional and Promotional Emails

It is easy to conflate post-purchase emails with transactional or promotional emails, but their objectives diverge sharply. Transactional emails exist primarily to provide essential information about an order, shipment, or account change. Promotional emails, on the other hand, are designed to persuade, offering discounts, announcing sales, or showcasing new products. Post-purchase emails occupy the space in between. They are informative yet relational, subtly reinforcing the brand’s value while encouraging further interaction. The key distinction lies in intent: post-purchase emails are not about selling in the moment, but about nurturing trust, guiding usage, and creating a foundation for repeat business.

Why Post-Purchase Emails Matter for Loyalty and Retention

The numbers speak for themselves. Email marketing continues to deliver an extraordinary return on investment, averaging thirty-six dollars for every dollar spent, with top-performing brands reporting returns of up to forty-two hundred percent. Within this ecosystem, post-purchase emails hold unique leverage. They arrive when engagement is naturally high and relevance is unmistakable. By speaking directly to a customer’s recent actions, they provide value while reinforcing satisfaction. This approach does not simply improve retention in theory; it materially impacts loyalty, turning ordinary buyers into advocates and repeat purchasers.

Benefits for Customer Experience

A thoughtful post-purchase email transforms the customer journey from transactional to experiential. When customers receive timely updates, guidance on product use, or personalized recommendations, they feel seen and understood. This kind of attention strengthens their perception of the brand, creating positive emotional reinforcement. A single well-crafted email can answer questions before they arise, reduce uncertainty, and provide reassurance. Over time, these interactions accumulate, creating a seamless, trust-based relationship that encourages ongoing engagement far beyond the initial purchase.

Revenue Impact and Repeat Purchases

The connection between post-purchase emails and revenue is both direct and measurable. Personalized follow-ups have been shown to increase repeat purchases by up to twenty-nine percent, an impact that is amplified when emails are timed correctly and content is relevant. This is not about sending more emails; it is about sending the right emails to the right customers. When post-purchase emails guide usage, suggest complementary products, or offer loyalty incentives, they transform what would otherwise be a one-time sale into a cyclical revenue engine. Every additional touchpoint becomes a potential revenue driver without additional acquisition cost.

Post-Purchase Emails in Customer Lifecycle Marketing

Brands often focus on acquisition, yet retention holds far greater long-term value. Within a structured customer lifecycle strategy, post-purchase emails serve as pivotal anchors. They are the first signals of relationship building after purchase and act as a gateway to advanced loyalty initiatives. By integrating post-purchase communications into lifecycle marketing, brands can ensure that each interaction carries purpose, from initial acknowledgment to long-term engagement. In doing so, the email becomes a narrative tool, telling customers that the brand does not stop at the sale but is invested in their ongoing experience.

Key Types of Post-Purchase Emails

Post-purchase emails consistently outperform standard marketing messages, with open rates reported to be more than double and click-through rates significantly higher, highlighting their exceptional engagement potential. This demonstrates that customers are more receptive to relevant, timely follow-ups than to generic campaigns, making post-purchase communication an ideal channel for deepening satisfaction and encouraging repeat interaction. The potential formats for these emails are diverse, each serving a distinct role in reinforcing the customer experience while promoting ongoing engagement. Each type is strategically timed and personalized, ensuring it captures attention when relevance is at its peak and the customer is most likely to respond.

Order Confirmation & First-Touch Acknowledgment

Order confirmation emails are the first impression after a purchase and set the tone for the customer experience. They provide essential details about what was purchased, the transaction total, and next steps, while simultaneously reassuring the customer that the order was successfully processed. A clear, concise, and branded confirmation email also conveys professionalism and reliability, reinforcing trust. This first-touch communication can be elevated with personalized touches, such as addressing the customer by name and referencing the specific product purchased. When executed thoughtfully, it transforms a simple receipt into a relationship-building moment.

Shipping, Delivery, and Tracking Updates

Shipping and delivery emails bridge the gap between purchase and receipt, a period where customers are often anxious about fulfillment. These emails reduce uncertainty by providing status updates, estimated delivery dates, and tracking information, offering transparency and control. When brands incorporate branding and a friendly tone, even a logistical email becomes a positive interaction. Including helpful tips about receiving or unboxing the product can further enhance satisfaction. Timely updates not only improve the customer experience but also reduce post-purchase inquiries, freeing up customer support resources.

Thank-You and Appreciation Messages

A well-crafted thank-you email goes beyond politeness and becomes a strategic touchpoint. Expressing gratitude acknowledges the customer’s choice and reinforces the value of their relationship with the brand. These messages can also highlight loyalty benefits, exclusive content, or early access to new products, deepening engagement. By personalizing the note and referencing the purchased item, brands make customers feel recognized rather than treated as a transaction. Appreciation emails, though simple, leave lasting impressions and contribute directly to customer satisfaction and loyalty.

Educational / Product Usage Emails

Post-purchase emails that educate customers about product use increase satisfaction and reduce friction. Instructional content, tips, or video tutorials help the customer maximize value from their purchase and demonstrate that the brand is invested in their experience. These emails can preemptively address common questions, preventing frustration and enhancing perceived support. When delivered soon after purchase, they reinforce the relevance of the product and encourage active engagement. Educational emails position the brand as a helpful authority, strengthening the overall relationship.

Feedback, Rating & Review Requests

Soliciting feedback through post-purchase emails engages customers in a two-way conversation. By asking for reviews or ratings, brands gather valuable insights that inform product development and service improvements. Customers who are invited to share their opinions feel valued and influential, which strengthens loyalty. The timing is critical; sending these emails after the customer has had a chance to use the product ensures thoughtful, authentic responses. A clear and simple request increases response rates while subtly reminding the customer of the brand’s attention to their satisfaction.

Cross-Sell, Upsell, and Complementary Product Emails

Post-purchase emails can introduce customers to products that complement or enhance their original purchase. These messages must feel helpful rather than pushy, suggesting items that align naturally with the customer’s needs. By leveraging purchase history and behavior, brands can personalize recommendations with precision, increasing the likelihood of repeat purchases. Well-timed cross-sell and upsell emails create additional revenue without relying on cold outreach. When framed around value and convenience, these emails strengthen the perception of a brand that understands and anticipates customer needs.

Loyalty & VIP Offers

Loyalty-focused post-purchase emails recognize and reward high-value customers. These messages often include exclusive offers, early access, or points-based incentives to reinforce ongoing engagement. By acknowledging a customer’s importance to the brand, these emails elevate the relationship beyond transactional interactions. Personalized loyalty messages encourage repeat engagement and promote advocacy, transforming satisfied buyers into loyal champions. Strategically timed VIP communications deepen brand attachment and enhance lifetime value.

Reorder and Replenishment Reminders

For consumable or recurring products, reorder emails ensure convenience while maintaining a connection with the customer. These messages anticipate needs based on purchase history and usage patterns, offering timely prompts to replenish stock. Replenishment reminders reduce friction, minimize lapses, and increase repeat purchase frequency. They also demonstrate attentiveness, showing that the brand tracks and cares about the customer’s ongoing experience. When combined with incentives or suggested product upgrades, these emails become both practical and revenue-generating.

Re-Engagement and Win-Back Emails

Customers who have lapsed or gone dormant present an opportunity for targeted re-engagement. Post-purchase win-back emails remind previous buyers of their experience and entice them to return with incentives or new offers. Crafting these emails with personalized references to past purchases or loyalty status enhances relevance and response rates. They serve as a strategic tool to recover lost revenue while reinforcing the brand’s continued interest in the customer. A successful re-engagement campaign transforms apathy into renewed connection.

Designing an Effective Post-Purchase Email Sequence

Knowing what types of post-purchase emails to send is only half the equation. The other half is timing and orchestration, where strategy transforms content into measurable results. A successful sequence anticipates the customer’s needs, delivers the right message at the right moment, and nudges engagement without overwhelming the inbox. Timing is critical; an email sent too early may seem pushy, while one sent too late risks missing relevance and diminishing perceived value. By mapping out an intentional sequence, brands convert isolated purchases into ongoing interactions, guiding customers from awareness and satisfaction to loyalty and advocacy.

Ideal Timing and Cadence of Messages

Post-purchase emails thrive on cadence that feels natural rather than forced. The first confirmation email should arrive immediately, affirming the customer’s decision and providing reassurance. Shipping and delivery updates follow in real time, keeping the customer informed without prompting additional inquiries. Subsequent messages, such as educational content or thank-you notes, are best spaced to allow product experience to form, maximizing relevance. Repeat offers, upsells, or loyalty messages should be sequenced based on usage patterns, ensuring that engagement feels timely and personalized. Striking this balance between urgency and patience is what separates transactional follow-ups from true relationship-building communications.

Trigger-Based vs Time-Based Automations

Automation underpins consistency and relevance in post-purchase email programs. Trigger-based emails respond to specific customer behaviors, such as placing an order, opening a package, or abandoning a reorder opportunity. These emails feel intuitive and almost conversational, arriving exactly when the customer is most receptive. Time-based emails, in contrast, follow predetermined intervals, delivering messages according to a structured schedule. While less dynamic, they are effective for regular cadence and loyalty touchpoints. Combining both approaches allows brands to maintain rhythm while still responding to real-time customer activity, ensuring each email carries maximum impact.

Minimum vs Extended Sequences

Not all post-purchase sequences need to be elaborate, but there is a clear distinction between minimum and extended frameworks. A minimum sequence typically includes order confirmation, shipping updates, and a thank-you or feedback request, covering essential touchpoints without overextending resources. Extended sequences, however, layer additional value-driven emails such as educational guidance, upsell opportunities, loyalty rewards, and re-engagement attempts. Brands pursuing extended sequences achieve higher lifetime value by keeping customers engaged over longer periods, cultivating trust, and reinforcing brand affinity. The choice between the two depends on customer profile, product type, and overall marketing strategy, but even minimal sequences outperform campaigns that neglect post-purchase communication entirely.

Core Components of High-Performing Post-Purchase Emails

The difference between a post-purchase email that is opened and one that is ignored lies in structure, content, and attention to detail. Effective emails combine clear messaging, dynamic personalization, and seamless design to capture attention and drive action. Every element, from subject line to call to action, reinforces the brand experience. According to email performance benchmarks, the average open rate in 2025 was around 43.5 percent, with click-to-open rates near 6.8 percent, showing the value of well-timed messaging. Poorly executed emails miss opportunities and can erode trust, making each component crucial.

Subject Line Best Practices

The subject line is the first point of contact and, in many cases, determines whether the email is opened. Successful subject lines are concise, clear, and contextually relevant, often referencing the customer’s recent purchase or anticipated action. They balance specificity with curiosity, hinting at value without overstating it. Personalization, such as including the customer’s name or the purchased product, significantly increases open rates. In post-purchase communications, the subject line should reassure or intrigue rather than push a hard sell.

Personalized and Dynamic Content

Content personalization is a strategic lever that transforms emails from generic notices into meaningful interactions. Dynamic elements—such as product recommendations, loyalty points updates, or location-specific promotions—make the email feel uniquely tailored. When content reflects customer behavior, purchase history, or engagement patterns, it not only enhances relevance but also strengthens the perception of care and attention. Static, one-size-fits-all messaging misses this opportunity, leaving potential revenue and engagement untapped.

Email Structure, Messaging, and Tone

High-performing emails balance clarity with brand voice. They organize information hierarchically, guiding the reader from essential details to secondary recommendations without overwhelming them. Messaging should be confident yet approachable, reinforcing trust while encouraging action. Tone must be consistent with the broader brand identity, whether authoritative, playful, or aspirational, to maintain cohesion across customer touchpoints. Each paragraph, call to action, and visual element should reinforce purpose, whether that purpose is education, engagement, or conversion.

Mobile-First Design and Accessibility

The majority of emails today are read on mobile devices, making responsive design non-negotiable. Layouts must adapt seamlessly to smaller screens, maintaining readability and usability. Accessibility features such as descriptive alt text, high-contrast colors, and legible fonts ensure inclusivity while supporting engagement for all users. A failure to prioritize mobile or accessibility risks not only engagement but also brand credibility, as customers increasingly expect effortless experiences across devices.

Advanced Segmentation and Personalization

Segmentation is where strategy and data intersect, enabling brands to deliver post-purchase emails with surgical precision. By analyzing behaviors, purchase value, product categories, and lifecycle stages, brands can ensure each message resonates with the recipient. Advanced personalization goes further, leveraging predictive signals to anticipate needs and guide next steps. This level of sophistication distinguishes leaders from followers, turning standard follow-ups into strategic growth tools.

New vs Repeat Customer Strategies

First-time buyers require a different approach than returning customers. For new customers, post-purchase emails focus on reassurance, education, and relationship-building, laying the foundation for loyalty. Repeat customers respond better to value reinforcement, personalized recommendations, and loyalty incentives that acknowledge past engagement. Tailoring sequences based on customer tenure ensures messaging is relevant, increasing the likelihood of continued interaction and long-term retention.

Purchase Value & Behavior-Based Segments

Not all purchases are equal, and segmentation by purchase value allows brands to allocate attention where it matters most. High-value transactions may warrant premium messaging, exclusive offers, or dedicated service touchpoints. Behavior-based segmentation, such as frequency of engagement or product usage patterns, enables timing and content optimization, ensuring emails arrive when they are most likely to influence action. This approach maximizes ROI by aligning resources with potential impact.

Product Category and Lifecycle Segments

Products and services follow different usage patterns, which informs the content and cadence of post-purchase emails. Consumables, durable goods, and digital products each require tailored messaging that matches the customer’s expected interaction with the purchase. Lifecycle customer segmentation allows brands to anticipate needs, whether a reorder, replenishment, or product upgrade, creating relevance at every stage. Aligning email strategy with product context ensures communication feels helpful rather than intrusive.

Predictive Personalization with Data Signals

Predictive personalization leverages data beyond past purchases, using signals such as browsing behavior, engagement history, and demographic trends to anticipate future needs. By combining analytics with machine learning, brands can suggest complementary products, optimal reorder times, or loyalty incentives before the customer even recognizes the need. This forward-looking approach transforms post-purchase emails from reactive touchpoints into proactive growth tools.

Automation Tools and Workflows

Automation is the backbone of a scalable post-purchase email strategy. The right tools ensure messages reach the customer at precisely the right moment, without requiring constant manual intervention. Beyond simple scheduling, automation enables personalized sequences, dynamic content, and data-driven triggers that respond to real customer behavior. When properly implemented, workflows transform post-purchase emails from routine follow-ups into strategic touchpoints that strengthen loyalty and drive repeat purchases.

Choosing the Right Email Platform

Selecting an email platform goes beyond feature lists. Brands should prioritize flexibility, deliverability, segmentation capabilities, and the ability to handle dynamic, trigger-based messaging. A robust platform makes it easy to design, test, and optimize sequences while supporting advanced personalization. Ease of integration and reporting features also play a critical role in ensuring the platform supports long-term strategy rather than just short-term execution.

Setting Up Triggers and Workflow Logic

Triggers determine when and why emails are sent, making workflow logic essential. Events such as purchase completion, product delivery, or loyalty milestone achievement can initiate messages automatically. Well-designed workflows account for timing, frequency, and conditional paths, so each customer receives relevant communications without redundancy. Strategic use of triggers ensures that post-purchase emails arrive when the customer is most engaged, improving both satisfaction and conversion potential.

Integration with CRM, Loyalty Programs, and Analytics

Automation reaches its full potential when seamlessly integrated with other systems. CRM data allows for deeper personalization and customer segmentation. Loyalty programs provide context for incentives and reward messaging. Analytics integration ensures performance can be tracked and refined in real time. By connecting email workflows with broader customer systems, brands create a cohesive ecosystem that supports retention, engagement, and revenue growth simultaneously.

Metrics and KPIs That Matter

Measuring post-purchase email performance is where strategy meets accountability. Open rates, click-through rates, and conversions provide the first layer of insight, showing whether the content resonates and whether timing is effective. These metrics, however, only scratch the surface. Repeat purchase rate, customer lifetime value, and revenue per email reveal the true impact of post-purchase emails on loyalty and profitability. Tracking these KPIs allows brands to optimize sequences and understand how individual touchpoints contribute to long-term retention. Without this level of measurement, even the most sophisticated campaigns risk remaining tactical exercises rather than strategic growth levers.

Open, Click-Through, and Conversion Rates

Open rates indicate whether subject lines and send timing are compelling, while click-through rates measure engagement with the content itself. Conversion rates track the ultimate effectiveness of calls to action, from reorders to loyalty program enrollment. Monitoring these metrics consistently allows brands to detect patterns and adjust approaches, whether that means refining subject lines, experimenting with content hierarchy, or adjusting timing. Benchmarks vary by industry, but a methodical approach to testing and iteration ensures incremental improvement across campaigns.

Repeat Purchase Rate and CLV Uplift

Beyond immediate engagement, the true value of post-purchase emails emerges in repeat behavior. Repeat purchase rate captures how often customers return, providing a clear signal of loyalty. Customer lifetime value offers a more comprehensive view, quantifying long-term revenue generated by retained buyers. Post-purchase emails influence both metrics by maintaining engagement, delivering value, and fostering trust. Tracking CLV uplift attributable to these emails turns abstract retention goals into tangible business outcomes.

Revenue Per Email and ROI Tracking

Revenue per email bridges the gap between strategy and financial performance. By connecting email activity to revenue generated, brands can assess the cost-effectiveness of each message. Return on investment tracking ensures that campaigns not only engage customers but justify resource allocation. Sophisticated programs often integrate these metrics with automation and CRM systems, enabling precise attribution and insight into which sequences drive meaningful results. This level of measurement transforms post-purchase emails from operational tasks into strategic revenue engines.

A/B Testing Frameworks

A/B testing remains the backbone of optimization. Subject lines, content layout, call-to-action phrasing, and timing can all be tested to uncover what resonates best with specific segments. A disciplined testing framework ensures that improvements are evidence-based rather than intuitive. Over time, iterative testing refines performance, maximizing open rates, click-through rates, and revenue while minimizing unnecessary sends. A/B testing allows brands to approach post-purchase email strategy scientifically, turning guesswork into predictable results.

Advanced Trends in Post-Purchase Emailing (2026)

Post-purchase emails are evolving rapidly, fueled by technology, data, and changing customer expectations. Modern programs go beyond basic sequences, incorporating artificial intelligence, dynamic content, and omnichannel integration. These innovations allow brands to anticipate customer needs, deliver hyper-personalized messages, and engage across multiple touchpoints seamlessly. Early adopters gain a competitive edge by treating post-purchase emails as strategic instruments of growth rather than operational obligations.

AI-Driven Personalization and Recommendation Engines

Artificial intelligence now enables post-purchase emails that adapt in real time to customer behavior. Recommendation engines analyze purchase history, browsing behavior, and broader data patterns to deliver precise product suggestions. AI also optimizes timing and messaging, predicting when a customer is most likely to engage or reorder. This intelligence transforms post-purchase sequences into proactive engagement tools, moving beyond reactive communication to a predictive, almost conversational experience.

Omnichannel Follow-Ups (SMS, Push, In-App)

Email alone is no longer sufficient to capture attention in a crowded digital environment. Omnichannel follow-ups integrate SMS, push notifications, and in-app messaging to reinforce key post-purchase touchpoints. Coordinated messaging across channels ensures that customers receive the right communication on the device they prefer. This approach amplifies reach, maintains relevance, and drives higher engagement than email alone could achieve.

Interactive and Dynamic Content

Static emails are giving way to interactive experiences that drive engagement and action. Countdown timers, embedded surveys, or live product recommendations encourage participation within the email itself. Dynamic content adapts to customer data, showing updated inventory, personalized offers, or real-time rewards points. These elements increase interactivity, holding attention longer and deepening the connection between brand and customer.

Loyalty Program Triggers and Gamified Engagement Emails

Post-purchase emails are increasingly linked to loyalty initiatives and gamified engagement. Notifications about point accumulation, tier upgrades, or milestone achievements incentivize continued interaction. Gamification makes routine purchases feel rewarding, encouraging customers to explore more products or services. When tied directly to behavior and purchase history, these emails transform routine communications into motivating experiences that enhance both retention and lifetime value.

Common Pitfalls to Avoid

Even the most sophisticated post-purchase strategies can falter if brands overlook common mistakes. Oversending, generic messaging, poor mobile optimization, and misaligned timing are frequent causes of disengagement. Avoiding these pitfalls requires attention to customer experience, thoughtful sequencing, and continuous testing. By proactively addressing these issues, brands can maintain trust, relevance, and engagement, ensuring that post-purchase emails remain a positive driver of loyalty rather than a source of friction.

Oversending and Customer Fatigue

Too many emails, even well-intentioned ones, can quickly erode goodwill. Customers become annoyed or disengage entirely when communications feel excessive. Maintaining a measured cadence, guided by real time engagement metrics and customer behavior, protects the relationship and preserves the value of each interaction. Less can often be more if each email delivers meaningful content at the right moment.

Generic Messaging Without Personalization

Post-purchase emails that fail to reflect the customer’s recent activity or interests are immediately recognizable and often ignored. Generic messaging communicates indifference, undermining trust and engagement. Personalization, even in small forms such as name usage or product references, signals attention and relevance. Without it, even technically correct sequences risk underperformance.

Ignoring Mobile & Accessibility Issues

Neglecting mobile optimization or accessibility reduces the reach and impact of emails. Cluttered layouts, unreadable text, or inaccessible images frustrate recipients and can damage brand perception. Ensuring all emails are legible, navigable, and inclusive is not optional. It is essential for maximizing engagement and demonstrating care for the entire audience.

Misaligned Timing and Triggers

Timing that ignores the customer journey can turn a valuable post-purchase email into an intrusive interruption. Early or delayed messages fail to leverage the peak moment of relevance, reducing engagement and satisfaction. Aligning timing and triggers with real customer behavior is critical for effectiveness. Smart sequencing ensures that each email reinforces the experience rather than disrupting it.

Frequently Asked Questions

A practical post-purchase strategy anticipates common uncertainties and addresses them proactively. By addressing these FAQs through strategy and messaging, brands not only reduce friction but also reinforce the value of each post-purchase interaction.

How Many Post-Purchase Emails Should You Send?

The optimal number of post-purchase emails depends on product type, purchase frequency, and customer behavior. Too few risks leaving customers uninformed, while too many risks fatigue. Typically, a minimum sequence of three to five emails covers confirmation, shipping, and early engagement. Extended sequences can include additional touchpoints such as education, loyalty rewards, and re-engagement, but each message must justify its place in the customer journey.

When Should Each Type Be Sent?

Timing is guided by both operational and experiential considerations. Confirmation emails are immediate, shipping updates occur as status changes, and educational or thank-you content is best spaced to align with product experience. Loyalty and cross-sell emails follow after initial satisfaction has been established. Sequencing should be deliberate, enhancing relevance and engagement at each stage.

How to Balance Informational vs Promotional Content?

The best post-purchase emails prioritize value over promotion, delivering reassurance, education, or guidance before selling. Promotional content should feel relevant, connected to the purchase, and timed when customers are most receptive. Overemphasis on promotion risks diminishing trust and engagement. Striking this balance ensures that each email contributes to the customer relationship while supporting revenue objectives.

Do Post-Purchase Emails Really Boost Loyalty?

Evidence and experience converge on a clear answer: yes. Thoughtfully designed post-purchase emails reinforce satisfaction, demonstrate attentiveness, and create repeated engagement. By combining timely messaging, personalization, and strategic sequencing, brands convert buyers into repeat customers and advocates. Loyalty is not an abstract outcome but a measurable result of consistent, relevant communication executed at key points in the customer journey.

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