Retention Module
Reduce churn with automated re-engagement campaigns triggered by inactivity signals.
The Retention module monitors your existing customers and leads for signs of disengagement, then automatically triggers personalised re-engagement campaigns.
How it works
Retention rules watch for inactivity: no email opens, no replies, no logins.
When a threshold is hit (e.g. 14 days of silence), a retention workflow is triggered.
The AI generates a personalised win-back message based on the contact's history.
If they re-engage, the contact is moved back to an active stage.
If no response after the full sequence, they are marked "At Risk" and flagged for a human.
Setting up a retention rule
Go to Automation → Retention.
Click New Rule.
Set the inactivity trigger (e.g. "No email open in 14 days").
Choose a re-engagement template or let the AI generate one.
Set the sequence: number of attempts, spacing, and channels.
Activate.
Feedback surveys
Attach a feedback survey to your retention campaign. Short 3-question surveys (NPS + open text) sent at the right moment can recover at-risk customers before they churn.
The most effective retention message acknowledges the gap: "We haven't heard from you in a while — here's what's new." Avoid generic "just checking in" openers.
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