Before you get started
Some key details to note about the Win back lapsed customers automation:
The Win back lapsed customers automation is prebuilt in your Marsello app admin.
This prebuilt automation adheres to the following procedure:
The automation is triggered when it has been 60 days since a customer placed their last order and has not returned.
The first email in the Automation will prompt customers to return by recommending products from your store
If the first email does not result in a purchase, a second email is sent after a delay of 7 days with an incentive of 15% off coupon code
A third email will follow after 7 days letting the customer know their coupon will expire in 2 days
When the automation is finished, the customer will not receive any more emails. (This automation will also be marked as complete if a customer responds to an email and completes their purchase.)
The Win back lapsed customers automation is fully customizable to suit your brand's needs. You can add/remove emails in the automation and even update the discount settings.
How to open the Win back lapsed customers automation for editing
1. In your Marsello app admin, go to Marketing > Automations. Select the Win back lapsed customers automation and click Edit.
📝 Note: To disable an Automation, click the edit button to the right of the Automation's name in the Automation menu. This will trigger a pop-up asking you to disable the Automation Click the Yes, disable, and edit button.
Adding emails, SMS, delays, and/or points to your automation
2. Open the email editor of your automation and click the ⨁ icon to insert an Email, SMS, delay, or add points into your flow.
3. Choose the step you will be adding to the flow (Email, SMS, Points, or Delay) and click Continue.
💡Important: Make sure that you put a delay between emails in the flow otherwise, customers will only receive the first email due to the safe-sending period of 2 hours between receiving emails
Modify trigger, delay, and email templates
In addition to adding new emails and delays, you can:
Edit your automation's trigger settings
Adjust, clone, or delete delays
Edit, clone, or delete email templates
Edit your automation's Trigger settings
The Trigger dictates when the automation is initiated. To update your automation's Trigger settings:
4. Click the cog icon to open the trigger settings menu
5. Set the order count that the first email will be triggered by
6. Click Save Changes
Adjust, clone or delete Delays
A Delay is the time between when one email is sent and the next email in the flow will be sent. To update your automation's Delay settings:
7. Click the pencil icon to update the Delay settings
8. Select how much time to wait before the next email in the flow will send and select Save changes
9. If you need to repeat a delay in the automation, go back to the pencil icon next to the Delay step and click on the three dots. Next select Clone step
10. If you need to delete the Delay step, go back to the pencil icon and click on the three dots. Next, select Delete
Edit, clone or delete Email templates
Email templates create the content and messaging of the actual emails that are sent to your customers.
Edit your email template
11. Click the pencil icon to update the contents of your Email template
Clone your email template
12. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select Clone step.
Delete your email template
13. Scroll to the email template in the automation that you wish to clone and click on teh three dots next to the pencil icon. Then select delete.
📖 Learn more: Here are some helpful guides with tips on customizing your emails.
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