Winback Segment for Old Customers
Introduction
Winback automations are a valuable tool for re-engaging customers who have become less active. Segmenting older customers who meet specific criteria can help make these automations more effective. This guide outlines how to create a Winback Segment for old customers on the ShopAgain platform.
Prerequisites
Make sure you're familiar with our general segment creation documentation, available here.
Steps to Create a Winback Segment for Old Customers
Step 1: Navigate to the Segments Dashboard
Log in to your ShopAgain account.
From the main dashboard, go to the sidebar, click on Audience, and then click on Segments.
![Image of Sidebar Showing "Audience and Segment" Options](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/screenshot-1_10due44.png)
Step 2: Initiate New Segment Creation
Click Create Segment located at the top left corner of the Segments Dashboard.
![Image Showing Create Segment Button](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/screenshot-1_zcvqdt.png)
Step 3: Input Segment Details
For Segment Name, input "Unengaged users".
![Image Showing Segment Name](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/screenshot-1_9u1bkh.png)
Set Initial Conditions for the Segment
In the section labeled "All users who," choose performed.
In Event, select Placed Order.
For Count, enter zero_time.
In Any time, select the operator is_in_the_last.
Enter 90 for the unit days.
Step 4: Add Additional Criteria
Click AND also who.
Select Have a property.
In Property, choose No of Orders.
For the operator, choose >=.
Enter 1 in Count.
Add Email Interaction Criteria
Click OR AND also who.
Choose performed.
In Event, select Delivered Email.
For Count, select with_count.
Choose operator >=.
Enter 6 in Count.
Add Email Open Criteria
Click OR AND also who.
Choose performed.
In Event, select Opened Email.
For Count, enter zero_time.
In Any time, choose operator is_in_the_last.
Enter 6 for the unit months.
Add Email Click Criteria
Click OR AND also who.
Choose performed.
In Event, select Clicked Email.
For Count, enter zero_time.
In Any time, choose operator is_in_the_last.
Enter 6 for the unit months.
Add SMS Click Criteria
Click OR AND also who.
Choose performed.
In Event, select Clicked SMS.
For Count, enter zero_time.
In Any time, choose operator is_in_the_last.
Enter 6 for the unit months.
![Image of Complete Segment Configuration](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/image-10_5788rm.png)
![Image of Complete Segment Configuration](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/image-11_1nuarjg.png)
Step 5: Save and Apply the Segment
After setting up all criteria, click Save.
![Image Showing Save Button](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/screenshot-1_136lsej.png)
Your segment "Unengaged users" for old customers is now ready to be used in Winback Automations.
Conclusion
Setting up a comprehensive segment for old customers allows for more targeted Winback Automations. This guide should help you successfully create such a segment on ShopAgain. Feel free to fine-tune these steps based on your unique customer engagement needs.
Updated on: 08/09/2023
Thank you!