Add a Customer Re-Engagement Automation

This feature is only available on paid accounts and requires Author user level or higher.

After a customer buys something from you, it may be a while before they purchase again. Our customer re-engagement automation is designed to win back customers who haven't purchased from your store in a specific timeframe.

 

In this article, you’ll learn how to add a customer re-engagement automation.

customer re-engagement automation diagram

Before You Start

Here are some things to know before you begin this process.

Add Automation

You’ll build this automation by completing a series of tasks, just like you would with a regular campaign.

To add a customer re-engagement automation, follow these steps.

  1. Navigate to the Automation page.

  2. Click Add Automation.
    Cursor click on Add Automation button

  3. On the Explore Automations page, locate the Customer Re-Engagement automation.
    customer re-engagement automation selected on explore automations page

  4. Click Add Automation.

  5. In the Add Automation pop-up modal, input the name of your customer re-engagement automation and select a list from the drop-down menu.
    name automation and choose list pop-up modal
  6. Click Next.

      Cursor click on Next button

Now we’ll take you to the Emails step where you’ll design each email in your automation.

Edit Emails

In the Emails step of the Automation Builder, you’ll add, remove, or re-order emails in your automation, and design each email's content. You can also edit each individual email’s settings.

The customer re-engagement automation includes three emails, but you can add or remove emails, or change the settings for each. The default automation features emails with the following triggers.

  • 120 days after subscriber's last purchase

  • 240 days since subscriber's last purchase and previous email was sent

  • 360 days since subscriber's last purchase and previous email was sent

Design an Email

  1. Click Design Email.
    Cursor click on Design Email
  2. On the Setup step, input the field names for Name your email, Email subject, From name, and From email address for the specific email you’re working with.
    Email information and details on setup step
    To display the numbered position of the email in the automation, use automation merge tags in your subject line.
  3. Click Next.

  4. On the Template step of the Email Designer, select your template.

  5. On the Design step of the Email Designer, design your email. Be sure to preview and test each of your emails.

  6. Click Save and Return to Workflow, to return to your automation timeline.

  7. Repeat these steps for each email in your automation.

Edit Workflow Settings

Your overall automation workflow settings include your Workflow name, From name, From email address, and tracking options. To access your workflow settings, navigate to the Emails step of the Automation Builder and click Edit Workflow Settings.

Confirm and Start

Now that you’ve designed your emails and configured your workflow settings, it’s time to double check everything and start your automation!

  1. On the Confirm step, review the checklist provided and click Resolve or Edit to make any changes to your automation.
    Confirm step checklist overview
  2. When you’re ready, click Start Workflow to start sending your automation.
    Cursor click on Start Workflow button

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