How to Setup a ROLLER Winback Automation in Patch

Key Steps

1. Overview of Winback Automation 0:01

• Start with a purple trigger block.

• This automation triggers daily at 11 a.m.

2. Selecting Contacts Based on Purchase History 0:27

• The automation selects contacts based on their last purchase date.

• Criteria for selection:

  • Last purchase was 30 days ago: Send an email.

  • Last purchase was 60 days ago: Send an email.

  • Last purchase was 90 days ago: Send an email.

3. Staggering Communication 0:44

• For contacts whose last purchase was 30 days ago:

  • Send an email immediately.

  • Wait 3 days, then send a text message.

• Repeat the same for 60 and 90 days with appropriate delays.

4. Eject Flow for Recent Purchases 1:28

• Implement an eject flow to remove customers from the automation if they make a purchase.

• Example: If a customer receives a 60-day email and makes a purchase the next day, they should be ejected from the automation.

5. Adjusting Automation Blocks 2:15

• Click on any block to adjust configurations:

  • Change time frames (e.g., from 30-60-90 days to 60-90-120 days).

  • Adjust delay blocks between SMS and email (e.g., change from 3 days to 5 days).

6. Review Before Activation 2:40

• Before turning on the automation, consider having a second set of eyes review your setup.

• Reach out to your onboarding or customer success representative for assistance.

Cautionary Notes

• Ensure that the timing of emails and texts does not overwhelm customers.

• Regularly review and adjust the automation based on customer feedback and engagement metrics.

Tips for Efficiency

• Use templates for emails and texts to save time.

• Monitor customer responses to refine the automation process.

• Schedule regular reviews of the automation to ensure it remains effective.

Link to Loom

https://loom.com/share/6a279ddfbc6147c5955978e6eb299c8c