Customer Retention
Create automated messages to send on any time interval. Great for prompting reorders and reconnecting with your customers.
Why you should use it
Target customers who have bought consumables or products that have a limited shelf life. Fill up your sales funnel by creating messaging rules that reach customers at the perfect time.
Drive repeat business
Trigger emails that encourage customers to come back to your store and buy again. Customer retention workflows are perfect for subscription-based businesses or merchants who sell consumables. Create rules for any interval. We’ll then schedule the message to send in the future based upon the criteria you’ve set.
Create automated win-back emails – 30, 60, 90 days, etc.
If a customer purchases again, your workflow automatically restarts
Re-engage your best customers with incentives
How to get started
Login to your account
Click the Add New in the bottom left corner
Select Add Message
Select Automatic
Select Marketing
Choose Customer Retention
In step one, toggle desired settings
In step two, add the name, email and subject customers will see when the message arrives
Select a starter template to use, or add content using the email editor
In step three, confirm settings and activate
Dashboard overview
The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.
Messages pending – count for pending e-mails that are scheduled to be sent
Messages sent – count for sent messages
Opens – number of times messages have been opened
Clicks – number of times messages have been clicked
Conversions – number of conversions resulting from this type of workflow
Revenue – total sales attributed to this type of workflow
Activity chart – weekly view of sent messages
Settings
Workflow name – the “friendly name” for your workflow, customers will not see this
Action – Has not purchased (default)
Sending filter – send to all subscribers (default)
Products – Identify any or all SKU’s that will trigger a rule
Send – send immediately or after time frame to trigger if a product isn’t purchased e.g. 30 days, 60 days, etc. Please note, the message will not trigger until an order is completed or shipped.
Advanced
Order Count Is - Trigger a message if a customer has an order count according to the selected count.
Limit Products Visible - By default, all products that were purchased are shown in the email message; if you would like to set a maximum number of products to be displayed, enable this option.
Price Trigger - When enabled, trigger messages based on if an order is greater than or less than a specific price level.
Product Filter - If you require certain products to be in a cart before a rule is triggered, add the product codes in the text area. If you have a product filter set and a general abandoned cart rule configured, the most specific rule will fire when there is a match.
Blacklist - Enter individual email(s) or domains that you would like to prevent this workflow rule from sending to. For domain blocks, use asterisks before the domain name e.g.
**@domain.com.Usage Limits - When activated, this setting will limit the number of emails that are sent to a customer email address. This feature does not impact other messaging workflows of its type and is only specific to the rule being created.
Logs
The logs area of this workflow will display log events between specific date ranges.
Pending – shows messages that validated based on rule criteria and are scheduled to be sent
Sent – shows information about messages that have been sent as a result of meeting rule criteria
Conversions – displays relevant conversions as a result of a workflow message triggering
Blocked - listing of email addresses that did not qualify for defined rule criteria.
More information
Messages will send when an order is completed or shipped.
If a product is purchased in a specified time frame, the rule will restart again.
It is not necessary to have an SKU present in the product filter a “blanket” rule can be created.
Rules are based on a customer’s email address. If a customer places orders anonymously or as a registered account the rule will validate accordingly.
Compatibility
All shopping carts are supported by this messaging workflow.
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