How to create Winback Automation in Shopagain

Introduction

Winback automations are key to re-engaging users who have lost touch with your services. This guide provides a step-by-step walkthrough for setting up Winback Automations on ShopAgain.

Prerequisites

Before creating a Winback Automation, you must first create a segment.

If you haven't already, please refer to our guides on creating Winback Segments for Old Customers and New Customers.

Steps to Create a Winback Automation

Step 1: Access the Sidebar and Click on Automation

Log in to your ShopAgain account.
Navigate to the main dashboard.
From the sidebar, select the Automation option.

Step 2: Create a New Automation

On the top-right corner of the Automation Dashboard, click Create Automation.
You'll be presented with two options:
- Pick From Library
- Create From Scratch

For this guide, choose Create From Scratch.

Step 3: Enter Automation Details

For the Automation Name, enter "Winback".

Step 4: Configure Actions

Under the Actions section, you'll be asked, "What will trigger this automation?"
Select Users Joins the selected segments.

Step 5: Choose Segment

Select the segment you've created earlier based on your strategy for targeting new or old customers.

Step 6: Click Next

Click Next.

Step 7: Open Flow Editor

You'll be taken to the Flow Editor. Click on Open Flow Editor.
Follow the guide to Adding and Configuring Email Blocks in Flows.

Step 8: Save or Launch

After setting up your automation flow, either click Save to draft or Launch to activate your automation.

Conclusion

Setting up a Winback Automation involves several key steps, from creating the appropriate segment to configuring the automation's flow. This guide should help you efficiently navigate through the process. If you've prepared your segments as outlined in the prerequisites, setting up your Winback Automation should be a breeze.

Updated on: 08/09/2023