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How To Set Up A Win back Automation In BayEngage
How To Set Up A Win back Automation In BayEngage

Winback automation recipe on BayEngage helps you touchbase with customers and drive conversions.

Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago

Overview

It's always a good idea to re-engage with your customers, especially those who haven't engaged recently with your brand. To do so, you must send them some excellent Win back emails.

First of all, what is Win back Email?

A Win back email is an email you send to customers who haven't purchased from you in a while or have at least once purchased from you. Its goal is to rekindle their interest in your brand by reminding them of what they like about your product or service and encouraging them to come back and buy.

Benefits of using the Win back automation recipe:

  • It's an effective way to get your most valuable customers back into your funnel.

  • It's designed to be highly relevant to your audience based on their interests and actions during their last interaction with you.

  • It helps you to get more sales by converting those potential buyers into actual ones.

Create your Win back content

The Win back email content is one of the most challenging types of emails to craft. Here are some best practices to help you create Win back emails that resonate with your customers:

  • Remember why they left in the first place

  • Use personalized subject lines

  • Make your email content engaging & informative

  • Don't be too pushy

  • Be relevant to their needs

  • Include a personal touch

  • Use urgency and scarcity to create urgency

  • Use a call to action that is compelling and clear

  • Share information about what's new in your company or product line

  • Offer something special as an incentive for returning. (e.g., discount or refund)

Here's how to get started with Win back automation on BayEngage:

1. Log in to your BayEngage account, and click on "Automation" from the left-hand side menu. Now click "Create automation."

2. A pop-up window will appear. Name your "Automation," then click on the "Choose the recipe," select the "Win back your customers" recipe from the drop-down menu, and click on "Create."

3. You'll be prompted to the Win back automation workflow.

4. First, you should choose a trigger for the flow using "Activity filter" or "User filter" (your trigger can be based on order, amount spent, purchased product, demographics, email activity, user fields, or subscription).

5. You can schedule the email to be sent later by choosing a time delay. You can also specify your recipient's time zone to ensure the email arrives at the proper time. And click β€œSave.”

6. Finally, edit the email. You can add a name to display in the From field and reply-to address, as well as a subject line and preview text. Then click the "Edit template" button to design your email.

7. You'll be taken to the drag-and-drop editor, where you can add or delete content and images for your campaign. Once you're done, click "Save," and you'll be directed back to your automation workflow.

8. Now that you've created your email, click the "Set all Active" button at the top right of the screen. You'll be prompted to confirm that you want to activate your Win back series.

Note: You can even add SMS to your flow. Where you can edit and preview SMS and have control over the delivery time. Finally, click "Save."

9. You can go to "View Reports" at the top right of the screen and click β€œDetailed report” to check out all your metrics.

Note: When trying to Win back a customer, we recommend keeping your flow to three emails per recipient. This gives you three chances to get their attention.

The first email in your sequence should be a reminder that you have something to offer. Tell them about new features or products, and offer a discount if they sign up again.

The second email should be a follow-up, and the third should be your final attempt to get that person back on your list or keep them engaged until they return.

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