Create and automate a retention campaign

Navigate to ‘Marketing’ and click on ‘Automated Emails’.

Select ‘New automated email’

Under the ‘Marketing’ category, choose a template that suits your campaign's design needs.

Follow the steps provided to configure and finalize your email design, ensuring all sections, including links, are properly completed.

After designing your email, click on ‘Automation'.

Choose ‘New automation’ and opt for the ‘Start a retention campaign’ template.

Define the ‘Days of inactivity’ that will trigger this retention email, and select the email you just designed.

Review the automation details, name your automation, and click ‘Activate’ when ready to launch.

To modify the schedule or re-enrolment rules, navigate back to the automation editing page.

Locate and adjust these settings under the ‘Schedule’ and ‘Re-enrolment’ tabs as needed.