The mechanic is aimed at customers who are subscribed to the newsletter but do not read marketing emails. It is triggered as soon as the customer in the system becomes inactive.
A customer is considered inactive if he does not open emails from mailings or marketing rules for a certain period of time, and also provided that at least one marketing email was sent during the specified period of time. To set this period go to the "Settings" tab.
General settings
This block specifies the number of rule triggerings for the client.
Two options are available for selection:
- Once - for one customer the rule is triggered only once.
- Many times. Each time it is triggered - there are no limitations on the rule triggering per customer. Each time a rule condition is triggered - an action from the rule chain will be sent to the customer.
Set a number of repeats and a period - allows you to set the number of repeated triggers for a set period (per day/week/month/year) per customer.
Important!
When specifying any period - the calendar period since the previous triggering is counted. For example, you specified one triggering per year for a customer (as an option, a birthday) - the next triggering will be only in one calendar year. If the date of birth has been changed in the customer card, it will be taken into account by the system and the rule will be triggered on the new date but only next year.
Products
The "Products" block is needed to track customer interaction with products, as well as to recommend products for purchase. If the customer bought or viewed the product (depending on the rule), the rule will be triggered, taking into account the additionally set conditions. Read more about working with products in a rule here.
Customer segment
The customer segment, which will be subject to this rule. For example, customers from Moscow. Read more about working with segments in a rule here.
Action
The action performed by this rule. For example, send an email reminding the customer that there is a discount on the product that he usually buys.
Note
Events (actions) for the customer are generated for all rules in which he appears. That is, if a customer is subject to two personal date rules, the action will be performed for two rules.
Read more about working with actions in a rule here.
Conversion
Note
This block appears only after selecting in the "Actions" block - send Email or send SMS.
UTM tags - allows to analyze mailing in Google Analytics and Yandex.Metrica using tags. When the toggle switch is activated, the fields for entering tags will appear, which will be specified in all links of the email automatically. The common generated tag is displayed below.
Receipt of new orders - order accounting without UTM-tags.
The conversion window is specified below - the time during which the system will take into account the conversion after the action is triggered.
Read more about working with conversion here.