Customer Win-Back Email Automation

Service Scope

Customer Win-Back Email Automation is a fixed-scope email automation service for one business, one email marketing platform, and one lapsed-customer win-back workflow with up to three automated emails.

Create an automated sequence for previous customers who have not purchased again within an approved period, using purchase history available through the selected platform or integration.

Define the Lapsed Customer Rules

We establish the purchase-based inactivity window, customer eligibility, product or value conditions, offer logic, and return-purchase exit rules.

• Last-purchase window
• Customer eligibility
• Order or value criteria
• Offer or incentive logic
• Return-purchase exit rules

Build the Win-Back Flow

We configure one win-back workflow with up to three emails and up to eight native workflow actions.

• 1 win-back workflow
• Up to 3 automated emails
• Up to 8 workflow actions
• Purchase-history enrollment
• Return-purchase exit logic

Testing and Validation

We validate the lapsed-customer criteria using representative customer records and confirm timing, offer logic, purchase exits, and suppression rules.

• Customer eligibility review
• Enrollment validation
• Offer and timing review
• Return-purchase exit test
• Suppression check

What's Included

• 1 win-back workflow
• Up to 3 emails
• Up to 8 actions
• Purchase-history logic
• Purchase exits
• Testing and activation
• Implementation summary

Client Requirements

The client must provide the access, content, data, and approvals needed to configure and test the automation.

• Administrator or workflow access to the selected email marketing platform
• An active plan that supports the requested automation features
• Permission-based contact data with accurate subscription status
• Final approved email copy, brand assets, links, and offers
• Accurate contact, customer, event, or commerce data required by the trigger
• Representative test records
• Timely review and written approval before activation
• Usable purchase history in the selected platform or connected commerce system

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, content, data, and approvals are received. Platform processing, integrations, and data availability may extend completion.

One consolidated correction round is included when requested changes remain within the approved scope. New emails, new branches, new triggers, replacement content, or materially different workflow logic are quoted separately.

Important Scope Boundaries

The following items are not included unless specifically stated:

• Customer data enrichment
• Loyalty platform setup
• Coupon engine development
• More than 3 emails
• Email marketing platform subscription, add-on, or third-party application fees
• Purchased or scraped contact lists
• Original legal, privacy, or regulatory advice
• Guaranteed inbox placement, engagement, leads, conversions, retention, or revenue
• Work outside the stated quantities or workflow logic