Create and Automate a Retention Campaign
Access Email Creation:
Navigate to ‘Marketing’ and click on ‘Automated Emails’.
Create New Automated Email:
Select ‘New automated email’
Under the ‘Marketing’ category, choose a template that suits your campaign's design needs.
Design Your Email:
Follow the steps provided to configure and finalize your email design, ensuring all sections, including links, are properly completed.
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.
Review and Activate:
Review the automation details, name your automation, and click ‘Activate’ when ready to launch.
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.
Or check out a video here!