Win-back campaign list
Recently churned customers ranked for the next offer
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the churn records, the reasons and the offer catalog
Builds the win-back list from customers who left in the last ninety days, with the reason on file and the value they represented
Scores and segments the list
Matches each customer to the offer most likely to bring them back and excludes the ones the rules say not to contact
Loads the campaign and tracks the results
Delivers the list to the campaign tool and reports the response
Works in
Salesforce, Snowflake, Marketo
Salesforce, Snowflake, MarketoWhat it does
- Builds the win-back list from customers who left in the last ninety days, with the reason on file and the value they represented
- Matches each customer to the offer most likely to bring them back and excludes the ones the rules say not to contact
- Delivers the list to the campaign tool and reports the response
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.