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Customer Retention

Workflow Documentation
Last updated on April 12, 2017


Create automated messages to send on any time interval. Great for prompting reorders and reconnecting with your customers.


  1. Login to your Vextras account
  2. Click the ‘Add New’ in the bottom left corner
  3. Select ‘Add Workflow’
  4. Select ‘Marketing’
  5. Choose ‘Customer Retention’
  6. In step 1, toggle desired settings
  7. In step 2, add the name, email and subject customers will see when the message arrives
  8. Select a starter template to use, or add content using the WYSIWYG editor
  9. In step 3, confirm settings and activate

Overview Dashboard

The overview dashboard will show all-time historical stats for the workflow, no matter if rules have been deleted.

  • Messages pending – count for pending e-mails that are scheduled to be sent
  • Messages sent – count for sent messages
  • Opens – number of times messages have been opened
  • Clicks – number of times messages have been clicked
  • Conversions – number of conversions resulting from this type of workflow
  • Revenue – total sales attributed to this type of workflow
  • Activity chart – weekly view of sent messages


  • Workflow name – the “friendly name” for your workflow, customers will not see this
  • Sending filter – send to all customers or only those who have opted in or registered in your store
  • Action – Has not purchased
  • Products – Identify any or all SKU’s that will trigger a rule
  • In The Last – time frame to trigger if a product isn’t purchased e.g. 30 days, 60 days, etc.


The logs area of this workflow will display log events between specific date ranges.

  • Pending – shows messages that validated based on rule criteria and are scheduled to be sent
  • Sent – shows information about messages that have been sent as a result of meeting rule criteria
  • Conversions – displays relevant conversions as a result of a workflow message triggering

More Information

  • Messages will send when an order is completed or shipped.
  • If a product is purchased in a specified time frame, the rule will restart again.
  • It is not necessary to have a SKU present in the product fitler, a “blanket” rule can be created.
  • Rules are based on a customer’s email address. If a customer places orders anonymously or as a registered account the rule will validate accordingly.
  • All shopping carts are supported with this type of workflow.

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