Use winback workflow to reach out to existing customers who have not place order over a long period of time. Winback helps to recover customers who've churned.
Setting up Segment
Go to segment templates page and create segment Repurchase Opportunities. These are existing customers who haven't placed an order within the last 180 days.
Setting up Workflow
Select Workflow Playbook
Go to workflow playbooks page and select Winback playbook.
Select Trigger (Step 1) and use the created segment Repurchase Opportunities to trigger this workflow.
In this playbook, we will send 2 emails to contact.
- Select Email (Step 2) and add new email with using template "Winback (1st Email)" email template.
- Select Email (Step 3) and add new email with using template "Winback (2nd Email)".
Click Submit to create workflow. That's it, setting up Winback Workflow is easy when you are creating from playbook.