Winback flow in Automations

Here you will learn how to set up a Winback flow in Automations

Just because a customer has not made a purchase or shown interest in your company for a while, does not mean that the customer is lost. The previous customer may still want to buy your product or service, it's just about giving the customer a reason to come back, for example with the help of a Winback email, you can read more about Win-Back here. In this article, we will show you step by step how to set up a Winback flow in Automations.


  1. Click on 'Home'
  2. Then press 'Automations'

Then click on 'New automation'

  1. Name your automation here
  2. Here you can choose a tag or segment, in this case we choose a tag
  3. Select the tag 'OrderCompleted'
  4. Add a message
  5. Here you choose whether to create an email or SMS send-out

In this example, we show you how to create an email send-out. After clicking on 'create email' you should choose a template.

Here we choose 'Super Template', but you can choose any template you want.

Then you build the actual send-out. You can easily add and remove to create the layout you want.

After you have created your email as you want it, it is good to do the following:

  1. Remember to save every now and then while creating the send-out as it is not automatically saved in Automations
  2. Add sender name
  3. Add sender email
  4. Don't forget to add a subject
  5. Add UTM campaign
  6. Add UTM term
  7. You can send a preview to your email to see how what you have created will look like

After that, you can continue to build as many emails or SMS as you want.

After you have built your win back flow, we will schedule when we want the different emails or SMS to be sent to the customer. By default, it is set to send 'without delay', to change this, click on the clock marked in the image below.

Then you will see this view, here you can choose if you want the automation to

  1. send without delay
  2. with simple delay
  3. with custom delay

  1. In this case, we will choose a custom delay
  2. Here you choose the number of days, in this case we chose 120 days
  3. Select 'after'
  4. Select 'Order date'
  5. Here you choose if this should be repeated annually
  6. Determine the time of day for the sendout
  7. Confirm

Note if you cannot find the field 'OrderDate' we will show you in the next step how to change it

If you cannot find the field "OrderDate" do the following:

  1. Click on "home"
  2. Then select "Subscribers" in the menu
  3. Click on custom fields

  4. Then click on the one called "Order"

Make sure the one called "Date" is filled in with "Date"

Then the field will appear and you can go back and continue scheduling your automations.

After you have scheduled everything, make sure everything is active

  1. Here you activate the entire flow
  2. You must also activate each sendout separately
  3. You can also deactivate sendouts if you do not want them to be active


Now you have set up your Winback flow. If you have any further questions, you can contact supportand they will help you!

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