How to create Winback Automation in Shopagain
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.
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
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.
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