Before you start you should create and save the email as a Retention Email. Remember to include an offer in this email that nobody will be able to resist! Click here for instructions on how to do this.

  • Once you’ve got your Retention Email saved, from the left hand side menu click Retention > Saved Messages. 
  • Select “Click here to assign E-Flyer”. 
  • Choose an email from the list. 
  • If you are using your Head Office account, you will be asked to confirm if you want to set this up for all units. If this is the case, click “Ok”. Alternatively, if you have a different Retention Email for an individual unit, change your unit by clicking the dropdown under “Show Saved Messages of” and repeat the steps above.

And that’s it! This email will be automatically sent to those less engaged customers to remind them how awesome you are. 

Why it's important to set up retention emails? 

Retention or re-activation emails are essential to retain customers who might have forgotten or not interacted with your brand in a while. Retention emails can also be used as an opportunity to push the customer further along the journey: an exclusive offer or discount code can be used to encourage customers to re-engage with your brand. You should focus on the language used in your re-activation email: if a customer has not engaged for a period of time, then they may do you more damage than good in trying to re-engage.

For more information on customer journeys see our blog post here.

Now that we’ve covered Retention Emails, you might want to know how to set up Welcome Emails. We show you how to do that here. And for Birthday Emails, click here

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