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Create and automate a retention campaign
Create and automate a retention campaign

Help retain customers by sending an email or deal after a set number of inactive days.

Lars Gielen avatar
Written by Lars Gielen
Updated over a month ago

Create and Automate a Retention Campaign

  1. Access Email Creation:

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

  2. Create New Automated Email:

    • Select ‘New automated email

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

  3. Design Your Email:

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

  4. Set Up Automation:

    • 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.

  5. Review and Activate:

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

  6. Adjust Schedule and Re-enrolment:

    • 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.

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