{"Status":true,"Message":"","Response":{"post":{"postuid":"ede63x6vyt","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Win Back Campaign","slug":"article/ede63x6vyt-win-back-campaign","html":"\u003Cp\u003ESeeing some of your customers wander off and need to get them back through the door or ordering online again? Our \u0026#34;\u003Cb\u003EWin Back\u003C/b\u003E\u0026#34; campaigns can help you stay on top of those drifters and automate the \u0026#34;nudge\u0026#34; process to keep them engaged and active. Just follow these simple steps.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EIn order to utilize this campaign and the suggested dynamic segment, you need to be integrated with your point-of-sale or CRM system. The segment relies on up-to-date purchase or visit records. See our \u003Ca href=\u0022/article/f46b72mtps-integrations-guide\u0022\u003EIntegrations Guide\u003C/a\u003E for help with connecting with other apps.\u003C/p\u003E\u003C/cite\u003E\u003Ch3\u003ESteps we\u0026#39;ll guide you through:\u003C/h3\u003E\u003Cul\u003E\u003Cli\u003ECreating a dynamic segment\u003C/li\u003E\u003Cli\u003ECreating a campaign\u003C/li\u003E\u003Cli\u003ECreating a text or email\u003C/li\u003E\u003Cli\u003ECreating an automation\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003ESTEP 1: Create a dynamic segment\u003C/h4\u003E\u003Cp\u003ENormally you would do this through a contact search and then create the segment from that search, but since this is a more advanced search string, we\u0026#39;re going to show you how to create it from scratch.\u003C/p\u003E\u003Col\u003E\u003Cli\u003ENavigate to \u003Ccode\u003EContacts \u0026gt; Create Segment\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/e11b7f06ab771d4c2d8fcf69d2d1b13f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003EChoose \u003Ccode\u003EStatic Segment\u003C/code\u003E from the popup window. Once created, we will actually change it to be dynamic.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/077cd9b77ca66af44e58682742e0c64b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EName the segment Win Back After 45 Days and give it a description if you like. Next click \u003Ccode\u003ECreate Segment.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4251b21e6dfeb15a29a94d90deb88717.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EOn the next screen, change the segment type to \u003Ccode\u003EDynamic Segment\u003C/code\u003E and then type in this is exact string: s=\u0026amp;as_last_order_dateFrom=Past-90-Days\u0026amp;as_last_order_dateTo=Past-45-Days. The string is saying over the past 90 days, show me anyone who has not purchased or visited in over 45 days. This keeps the search from looking for customers from years of data and just focuses on those that are recent but at risk.\u003C/li\u003E\u003C/ol\u003E\u003Ccite class=\u0022warning\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003EWarning\u003C/span\u003E\u003Cp\u003EIf your point of sale field for orders is not \u0026#8221;Last Order Date\u0026#8221; or you need something different like \u0026#8221;Last Visit Date\u0026#8221;, make sure that exact field description is inserted here with the same formatting.\u003C/p\u003E\u003C/cite\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6512f818e71515abe4f19470e1cc2b61.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EClick \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Ecreating and working with dynamic segments\u003C/a\u003E or \u003Ca href=\u0022/article/xdp80kse8j-sample-custom-field-configuration\u0022\u003Eworking with custom fields\u003C/a\u003E.\u003C/p\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003ENormally you will not create dynamic segments this way and you \u003Cstrong\u003Edo\u003C/strong\u003E \u003Cstrong\u003Enot\u003C/strong\u003E need to know how to create this logic. For basic dynamic segments, you will use the contact search tool and create the segment from a search where the logic is automatically inserted for you.\u003C/p\u003E\u003C/cite\u003E\u003Ch4\u003ESTEP 2: Create a campaign\u003C/h4\u003E\u003Col\u003E\u003Cli\u003ENavigate to \u003Ccode\u003ECampaigns \u0026gt; Create Campaign\u003C/code\u003E\u003C/li\u003E\u003Cli\u003EName the campaign Win Back. Click \u003Ccode\u003ECreate Campaign\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/483f3dc9c9a40452135a8fc80e91902a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003EExisting contacts in the following segments\u003C/code\u003E as your \u003Cb\u003ETarget Audience\u003C/b\u003E and then select the segment you just created, Win Back After 45 Days, from the drop-down list.\u003C/li\u003E\u003Cli\u003EClick \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/x284lgm51p-create-and-edit-a-campaign\u0022\u003Ecreating and working with Campaigns\u003C/a\u003E.\u003C/p\u003E\u003Ch4\u003ESTEP 3: Create an email or text message\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAssets\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Asset.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/dbb22c57b6eaba9f156345f015512792.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003EAdd an Email\u003C/code\u003E or \u003Ccode\u003EAdd a Text Message\u003C/code\u003E from the popup window.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/cb0eed17aa4a27a79bc7c22ecd523896.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFill out the required information to create the message and then hit the green \u003Ccode\u003ENext -\u0026gt;\u003C/code\u003E button. Design your email or text message and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E. We\u0026#39;d recommend a discount amount or free gift offer to bring them back to the store.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/sf7cdfvdrz-create-or-edit-a-text-message\u0022\u003Ecreating text messages\u003C/a\u003E or \u003Ca href=\u0022/article/g5d6kyabxb-create-an-email\u0022\u003Ecreating an email\u003C/a\u003E with the email designer.\u003C/p\u003E\u003Ch4\u003ESTEP 4: Create an automation\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAutomations\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Automation\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/43cee18f1123b4fbd7a01dd709a5e307.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003ECreate a new automation.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/cd535dc7dd37f6632a2b979c6da1da00.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003ETriggers\u003C/b\u003E tab, drag and drop the trigger \u003Ccode\u003EWhen added to this campaign\u003C/code\u003E onto the canvas.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/85e35ed425195b373a823719d4d66a2e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003EActions\u003C/b\u003E tab, drag and drop the action \u003Ccode\u003ESend a text message\u003C/code\u003E or \u003Ccode\u003ESend an email\u003C/code\u003E onto the canvas overlapping the previous step so it will drop into place. You will see a blue dot when it\u0026#8217;s ready to drop into place.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6f5e463f864663e9ce7fe4ee09aa9e4e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EFrom the Properties window for the selected action, choose the text message or email to send and any sending preferences. Once selected, click \u003Ccode\u003EUpdate\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/19627a46741e605740805f56a03fb4e8.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00226\u0022\u003E\u003Cli\u003EYour automation is ready, so your final steps are to save it, name it and turn it on. You can name the automation Win Back After 45 Days and as a description describe what will happen. For example \u0026#34;\u003Ci\u003ESend text message when added to campaign\u003C/i\u003E\u0026#34;.\u003C/li\u003E\u003Cli\u003EAfter you click the Save button and name your automation, click the back arrow \u003Ccode\u003E\u0026lt;--\u003C/code\u003E to return to the automation settings.\u003C/li\u003E\u003Cli\u003EYou can slide the automation to \u003Ccode\u003EON\u003C/code\u003E from the settings screen and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E, or you can always turn automations off or on from the tab in your campaign.\u003Cimg src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/64d34f416eff8d78c1138ac2e1a3d93f.png\u0022\u003E\u003Cimg src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4cd03bb12cf72cd5c19f2bb925a4f144.png\u0022\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/xrhcd8830x-daily-story-autopilot-guide\u0022\u003Ecreating automations.\u003C/a\u003E\u003C/p\u003E\u003Cp\u003EYou\u0026#39;re all set!\u003C/p\u003E\u003Cp\u003EAs soon as new customers are added to the segment (based on the over 45 days but not longer than 90 days criteria), they will automatically populate as Leads in the campaign and run through the automation to receive your \u003Ci\u003EWin Back\u003C/i\u003E message.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Seeing some of your customers wander off and need to get them back? Our \u0022 Win Back \u0022 campaigns can help you stay on top of those drifters.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":580,"date_published":"2023-01-26T11:40:16","date_updated":"2025-05-16T19:10:15.673","date_created":"2025-04-23T17:16:52.67"}}}