Zoho Campaigns Customer Win-Back Email Workflow Setup

Service Scope

Zoho Campaigns Customer Win-Back Email Workflow Setup is a fixed-scope Zoho Campaigns email marketing service for one business, one Zoho Campaigns account, one customer win-back workflow, and up to three email messages.

The service covers the approved quantities and configuration described below in one Zoho Campaigns account. Work outside those quantities is quoted separately.

The objective is to deliver a practical, documented configuration that the client can understand, approve, and continue using after handoff.

Define the Inactive Audience

We document one inactivity definition using supported contact, campaign, or connected purchase data and identify exclusions that should never enter the workflow.

• Inactivity period
• Customer or subscriber criteria
• Engagement history
• Purchase history when available
• Suppression and topic exclusions

Build the Win-Back Sequence

We configure one workflow with up to three approved emails, delays, offer or link details, and engagement or purchase exit rules.

• Entry audience
• Three-message progression
• Delay schedule
• Offer and call to action
• Exit behavior

Test Entry and Exit Paths

We validate representative qualification, message, and exit scenarios, document data limitations, and activate the workflow after written approval.

Testing and Validation

Before handoff, we review the completed configuration against the approved scope and test the platform behavior that can be validated safely with the access and data provided.

• Approved quantities and settings
• Names, fields, and mapping logic
• Visible platform status
• Representative test result
• Exceptions requiring client action

Implementation Summary

At handoff, the client receives a concise implementation summary covering the completed work, the configuration visible in Zoho Campaigns, and any unresolved platform or third-party dependency.

• 1 customer win-back email workflow
• Up to 3 re-engagement emails
• 1 approved inactivity definition
• Audience and eligibility segment setup
• Timing and delay configuration
• Engagement or purchase exit rules

Client Requirements

Before work begins, the client must provide the following access, information, content, and approvals:

• Zoho Campaigns administrator access
• An active Zoho Campaigns plan that supports the approved configuration
• Final business information, brand assets, content, and implementation instructions required for the service
• Permission-based contact data and accurate marketing-status instructions when contacts are involved
• Timely review and written approval of proposed settings and test results
• One written inactivity definition
• Final content for up to three emails
• Approved offer, delays, entry, exclusion, and exit rules
• Representative test contacts
• Written authorization before activation

Delivery and Revisions

Standard delivery is 7–10 business days after all required access, content, data, and approvals are received. Platform processing or third-party delays may extend completion.

One consolidated correction round is included when submitted within seven days of delivery and remains within the approved scope. New content, replacement data, additional assets, or a materially different configuration is treated as separate work.

Important Scope Boundaries

The following items are not included in this service:

• Audience data repair or major contact cleanup
• Custom event or purchase tracking
• Discount strategy or coupon creation
• More than three emails
• New custom template design
• Ongoing optimization
• Zoho Campaigns subscription or usage fees
• Original legal, privacy, or regulatory advice
• Unapproved work outside the stated quantities
• Ongoing management after handoff
• Guaranteed delivery, inbox placement, engagement, leads, or revenue