Bring customers back to your store by promoting your new products

Use case

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Use an AutomateWoo win-back workflow to email customers who have not placed an order recently and show them products you have added to your store.

Set up the preset workflow

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AutomateWoo includes a preset for this use case. A preset creates a disabled draft with the trigger, email action, and example email content already in place.

1. Go to AutomateWoo > Workflows and open the Browse presets tab.
2. Find Win back: Promote recent products, then select Create workflow.
3. Keep the workflow status set to Disabled while you configure it and preview the email.
4. In the Customer Win Back trigger, enter the Minimum days since purchase. Optionally enter the Maximum days since purchase. If you leave the maximum blank, AutomateWoo uses a value three days greater than the minimum.
5. Set the Time of day when AutomateWoo should check for matching customers. If you leave it blank, the daily check runs at midnight.
6. The preset adds a one-hour delay after the daily check. Review the workflow timing and the Send Email action. Customize the recipient, subject, heading, and email content for your store. The preset includes {{ shop.products | type: 'recent' }} to display recent products.
7. Select Preview in the email action to check the message and product recommendations. Review your marketing opt-in and unsubscribe settings: the preset is non-transactional. When the workflow is ready, change its status to Active and select Save.

Build the workflow manually

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You can also build the same workflow without the preset:

1. Go to AutomateWoo > Workflows and select Add New Workflow.
2. Choose the Automatic workflow type and select the Customer Win Back trigger.
3. Configure the minimum and maximum days since purchase and the time of day.
4. Select + Add Action, then choose Send Email.
5. Enter {{ customer.email }} in the To field, write the subject and email content, and add {{ shop.products | type: 'recent' }} where you want recent products to appear.
6. Preview the email, confirm the workflow settings, then activate and save the workflow.

How the Customer Win Back trigger runs

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• The trigger checks customers based on the date of their last paid order.
• The workflow is checked once per day at the configured time; it does not run immediately after you save it.
• Order-based variables, rules, and actions refer to the customer’s last paid order.
• If you enable repeats, the trigger can run again at the minimum-day interval until the maximum is reached or the customer makes another purchase.
• When WooCommerce Subscriptions is active, registered customers with an active subscription are excluded from this trigger.