In your dashboard, you can automate a retention email to be sent after a set number of days of customer inactivity. This trigger-based automation helps you re-engage inactive users with personalized messages, offers, or reminders. It’s an effective way to boost retention without needing manual follow-up.
Create and Automate a Retention Campaign
Access Email Creation:
Navigate to ‘Marketing’ and click on ‘New 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. Then Click on the "Publish" button
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!