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.

Step 2: Initiate New Segment Creation

Click Create Segment located at the top left corner of the Segments Dashboard.

Step 3: Input Segment Details

For Segment Name, input "Unengaged users".

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.

Step 5: Save and Apply the Segment

After setting up all criteria, click Save.



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