To create and automate a retention campaign, navigate to ‘marketing’ and then ‘emails’.

Select ‘new email’ and choose the ‘send automatically’ button to make sure you design an automated email.

Choose ‘marketing’ as your email category and select any template you might want to use as a starting design.

Follow the steps to configure and complete your design, and make sure to complete all steps finishing with the ‘link’ step.

After designing your email, navigate and click on the 9 dots in the top right corner, then go down to ‘automations’.

Select ‘new automation’ and choose the ‘start a retention campaign’ template. Enter the ‘days of inactivity’ that you would like to trigger this retention email, then choose the email.

Review and name the automation and then select ‘activate’ when you are ready.

To change the ‘schedule’ or ‘re-enrolment’ rule of the automation, press ‘back’ when editing the automation page and locate the ‘schedule’ and ‘re-enrolment’ tabs to adjust these settings.