This retention Tactic helps you contact your customers whose contract will expire soon.
It supports the Active customers objective and contributes to the following strategy:
- Increase Retention
Channels
Basic workflow
- Customers whose sales contracts expire in the next X months or days receive a contract expiry reminder message with offers.
- After 14 days, contacts who did not engage with your message receive a reminder.
Automation Center program
This is how the email-only program looks like:
Activating the Tactic
Prerequisites
- Email campaigns
- Personalization tokens
Steps
- Swap the emails in the Tactic with your campaigns.
- Add the personalization tokens.
- Check and adjust the settings of the Wait node if needed.
- Activate the Tactic.