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How to Create a WooCommerce Customer Win-Back Campaign

Updated: November 21, 2022 / Blog, Guide

How to Create a WooCommerce Customer Win-Back Campaign

Damian Machnik

WooCommerce Customer Win-Back is a term for a powerful marketing automation strategy. The goal of such a campaign is to wake inactive leads (customers), re-engage them and convince them to buy from your WooCommerce store again. Let’s check how to create such a campaign with ShopMagic.

ShopMagic marketing automation and win-back plugin

Few words about our plugin, in case you are not familiar with it. ShopMagic is a free marketing automation and follow-up email WooCommerce plugin. Currently, more than 10,000 stores use it daily.

ShopMagic

Free Follow-Up Emails & Marketing Automation for WooCommerce

Download for free or Go to WordPress.org
WP Desk
10,000+ Active Installations
Last Updated: January 12, 2023
Works with WooCommerce 5.2.0 - 7.1.x

With ShopMagic you are saving time, building customer loyalty, and earning more money. However, I can understand that such a definition may not be satisfactory to all of you. If you prefer a raw list of functionalities – here it is:

  • Customer segmentation – set advanced conditions and decide who will receive your email. Customer who bought a specific product or maybe someone who purchased something last month.
  • Recovering abandoned carts – stop losing profit due to the abandoned carts and convert them into sales.
  • Delaying emails – delay an email for a specified number of minutes, hours, days or even weeks.
  • Advanced integrations – integrate your store with Postmark or WooCommerce Subscriptions.
  • Newsletters – create and manage newsletters.

If you need further information about ShopMagic or its features, visit the dedicated add-ons’ webpage.

My experience with your ShopMagic free version was awesome, like a little child getting a favorite toy 🙂
Polona Klaric therapist TCT®

Who is an inactive customer, and why care about him?

We can simply say that it is someone who bought something in your store but has never returned. It’s easier to visualize the term inactive customers with the stores which offer recurring goods like coffee, tea, lenses, or even socks. These kinds of goods are bought regularly, and you as the store owner will quickly realize that you have customers who stopped buying at your store. This is when ShopMagic with WooCommerce customer win-back campaign steps in.

It’s easier (and cheaper) to make a conversion from an existing customer rather than acquiring a new one.

What is a WooCommerce Customer win-back campaign?

Basically, it is a series of emails sent to inactive customers to wake them up.

When to send the first email? It depends, however, you as the store owner should know the answer to this question. For example, if a customer is buying something every 30 days, you should wait a little longer before you will send him a WooCommerce customer win-back email. 90 days looks like a good time period.

The other important question which arises is how many emails you should send. In my opinion, one may not be enough, while four or more look too aggressive. If you are looking for advice – two or three WooCommerce customer win-back campaign emails should be fine. Speaking of the devil…

It’s time for a “Come back – We miss you” email sequence

We are only one step away from creating a successful WooCommerce customer win-back campaign.

I want to be sure that you installed and activated ShopMagic and at least one add-on Delayed Actions. In case you need any help, here are useful links to our docs:

  • Getting Started
  • Installing and activating premium add-ons

How to create an automation for WooCommerce customer win-back campaign?

Find ShopMagic in your dashboard and click on Add New. You will see a new window, where we will be creating new automation.

First, add the title. It’s optional and up to you how you title your automation. After that, select an Event type. Order Completed is the best choice.

shopmagic.app
WooCommerce customer win-back campaign event

Do not forget to use the option to recheck the order status before the run. An essential setting, especially for a WooCommerce customer win-back campaign. If the status of the order will change meanwhile (e.g. for Failed or Refunded), ShopMagic won’t fire this automation.

Create a Filter for your automation

It’s an optional step, but I feel that it is a good idea to add a basic filter to our automation. I can imagine that there are products which are more susceptible to this marketing strategy. Here’s an example of a filter for one specified product from my store – My amazing product! 🙂

shopmagic.app
WooCommerce customer win-back campaign filter

Of course, if you want to create global automation, simply omit Filter field.

Create an Action

Final step of every automation. First, take a look at my screenshot. This is how your Action will look like if you follow this guide:

shopmagic.app
WooCommerce customer win-back campaign action
shopmagic.app
WooCommerce customer win-back campaign action

Starting from the top, select type of Action. Send Email is the most used, but if you have your email template, select Send Email – Raw HTML.

The description is another field. It’s optional, but I advise you to describe your automation because it is easier to distinguish one from another. I described mine as WooCommerce customer win-back campaign email #1.

Delay. The most important field while creating a win-back email. As you can see, I set a 90-day delay, so we can send an email after the order was completed some time ago.

To is pre-filled with placeholder {{ customer.email }}. ShopMagic will automatically assign the recipient’s actual email to this field.

Subject and Heading. Try to come up with catchy and creative slogans. You can use placeholders in both of these fields.

Select WooCommerce Template if you want to style your emails similarly to standard WooCommerce notifications.

Message. Write few (or more – there’s no limit) words to your customers. Massage has one goal – convince customers to buy something from you. So think carefully when creating a message for the WooCommerce customer win-back campaign.

Create the second Action

As I wrote previously, a successful WooCommerce customer win-back campaign should have at least two emails. With ShopMagic, it is easily done by adding a second action to your automation. Fill the fields accordingly, but this time set a delay for a little longer time period. It is also a good idea to consider adding a discount coupon to your message.

Your WooCommerce customer win-back campaign is ready

That’s all. You can publish your automation and… forget about it. Your WooCommerce customer win-back campaign will trigger automatically whenever the conditions will be met.

About Damian Machnik

Product Manager at WP Desk. Every day I try to create better and more interesting products. If you have any questions, go ahead and email me!

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