We all know it is much more expensive to acquire new customers than it is to engage with existing ones. However, apart from increasing how much your customers spend, you also want to accelerate how often they buy.

A great way to achieve this is using the Restore Customers automation scenario. With it, you can engage with customers who haven't bought anything from your store for a long time.

Let's learn how to set it up!


How to set up Restore Customers

To begin, log into your Mission Control and go to ENGAGEMENTS > RESTORE CUSTOMERS.

The first page is just an overview of how the scenario works, so click on the NEXT: ADJUST button or select ADJUST from the progress bar on the top of the screen.

Step 1: Adjust

In this section, you will set up how many messages you will send, when you will send them, and how often:

  • Send first message after: how many days and hours should go by after a customer's latest purchase before the fist message is sent.

  • Send second message after: how many days and hours should go by after a customer's latest purchase before the second message is sent.

  • Send no more often than: the minimum amount of time between your messages

  • Do not send after order: how many days and hours should go by after the customer places an order before you send another message

NOTE: we recommend sending the first email within 30 days of the customer's latest purchase. The time limit for any Restore Customer email is 120 days.

To continue, click on the NEXT: LANGUAGE button or select LANGUAGE from the progress bar.

Step 2: Language

On the LANGUAGE section, you will see one the left side an overview of your customers (audience size, number of languages, and most popular language).

Based on this information, you can choose whether you want to send your emails in only one language (Single language), or more than one (Multi language). You can choose as many languages as you want.

NOTE: Language information is collected automatically by edrone from your customer's browser language settings. This means that it is not linked to a specific location. For example, if a customer lives in France but their browser is set up in English, they will be considered an english-speaking customer.

Click on the NEXT: SENDER button, or choose SENDER from the progress bar.

Step 3: Sender

Here, you will set up who is sending the email: Name, E-mail, and Reply-to E-mail. You can input new data, or choose from a predefined sender (for example, the same sender you have previously used in for other newsletters).

Click on the NEXT: DESIGN button, or choose DESIGN from the progress bar.

Step 4: Design

On this section, you will design your email. Click here to learn how to use the new Drag 'n' Drop Editor.

To continue, select COUPONS from the progress bar.


Step 5: Coupons (optional)

It is possible to add coupons to any email. You can choose between Static (same coupon for all customers) and Dynamic (each customer gets a unique coupon). We recommend using Dynamic coupons whenever possible.

Regardless of your choice, you will need to upload a CSV file with your coupons. If you need help with creating them, there are several free online coupon generators.

Once your files are ready, click on UPLOAD (CSV). Select which column contains the coupons, check the box if you wish to ignore the first line of your file (column titles, for example). If everything is OK, click on CONFIRM COLUMN. A green confirmation message should appear at the top right corner of your screen.

To move forward, click on the NEXT: REVIEW button or choose REVIEW from the progress bar.


Step 6: Review

Send a test email to double-check if everything is working properly. When you're ready, click on the RESUME button, and you're done!

Step 7: Reports

To see how your Restore Customer automation is performing, go to the REPORTS section on the progress bar. Here you will find the main metrics such as Engagement revenue, Sent, Opened, Clicked, Orders, CTR and others. Please note it is possible to filter the results by date and message.


Need more help?

If you have any further questions about the Restore Customer scenario, please do not hesitate to contact us at hello@edrone.me


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