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How To Set Up A Recover Canceled Subscription Automation on BayEngage?
How To Set Up A Recover Canceled Subscription Automation on BayEngage?
Danielle From BayEngage avatar
Written by Danielle From BayEngage
Updated over a week ago

Automation saves you valuable time and ensures customer engagement. BayEnage’s.

“Recover cancelled subscription” automation triggers automated emails according to the consumer's action in your store.

For instance, if a user cancels their subscription, triggering a review email can help you understand the customer's needs and recommend suitable products and offers.

Steps involved in setting up a Recover Canceled subscription automation on BayEnagege

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

2. Upon being navigated to the automation page, select “Recover canceled subscription” from the Pre-built recipes.

3. A pop-up window will appear. Give a name to your "Automation” and click on "Create."

4. You'll be prompted to a default recovery canceled subscription automation workflow.

5. You can further streamline the workflow using the “Activity filter” or “User filter.” For instance, the trigger can be based on the product unsubscribed or on the time period in which the customer canceled their subscription.

6. You can edit the First name, From and To Email address, Subject line, and Preview text fields in your email and hit “Save” to update the changes. Then click the "Edit Template" button to customize your email template.

7. Use the drag-and-drop editor to design your template. When you're finished making changes, click "Save," and it'll take you back to your automation workflow.

8. Use the time delay option to leave appropriate intervals between each sequence. You can also specify your recipient's time zone to ensure the email arrives at any time. And then click “Save.”

9. You can also add further follow-up Emails and SMS by dragging and dropping Email or SMS from the Actions on the right-hand side menu in the “DROP HERE” box.

10. Now that you've created your workflow, click the "Set all Active" button at the top right of the screen. You'll be prompted to confirm that you want to activate the action.

Once you click on Active, your automation gets activated.

NOTE: You can also check the performance of all your metrics using the “View Reports” option at the top right of the dashboard.

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