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5 always-on retention driving strategies
5 always-on retention driving strategies

Customer retention is not just about keeping your business afloat. But about laying the foundation for growth, innovation, long-term success

Updated over a week ago

Re-purchase, cross-sell and up-sell 🛍️

Which one or more format(s) fits your goals?

  • Re-purchase messages: for consumable products or services that require regular replenishment (beauty, supplements, groceries…).

  • Upsell messages: for premium versions of the products, bundles, or subscriptions that provide additional value over the basic offering.

  • Cross-sell messages: with diverse product ranges, especially if you have one or several star products that attract a broad customer base and ideal for you where products complement each other.

Re-purchase 🔄

Filtering targets

Full guide about repurchase practical application:

Campaign incentive 🎁

What incentive do you give for people to buy again?

Idea inspiration 💡

  • Affectionate offer 🌟

Combine a personal touch with the anticipation of running out of a beloved product. This makes your customers feel connected and more likely to reorder.

  • (Time-sensitive) discount 💰

Offer a cool discount for a short time to create urgency. It helps your customers decide to buy again, and fast.

  • Support offer 💪

Be more than a seller and be a friend they can count on. Let your customers know they can ask for help anytime. This way, you can find out what's stopping them from buying again and fix it.

Campaign timing 📅

How long after the last purchase should recurring campaigns be sent?

Here we suggest useful methods and offer an industry benchmark for your reference:

  • The way to go 🎯

  1. Check out your data to see when people tend to reorder and send messages just before that time.

  2. Try out different times for your messages to see which gets you more sales.

  • Industry benchmarks 📊

Campaign variations 🎨

Who should receive different re-purchasing campaigns?

A testing mindset and tailored messaging are key to optimizing your performance, we suggest some variations to try out:

  • Based on order count 🔢

e.g. as campaign incentive:

  1. Send a discount to first-time buyers to give them a strong incentive to become loyal.

  2. Send affectionate reminders to 2+ buyers to move away from discounts.

  • Based on specific products 📦

e.g. for campaign timing:

  1. Send a re-purchase campaign after 30 days to buyers who purchased a small unit.

  2. Send a re-purchase campaign after 90 days to buyers who purchased bulk packs.


Upsell⬆️

Filtering targets

Campaign incentive 🎁

What incentive do you give for people to buy again?

Idea inspiration 💡

  • Tiered discount 🪜

Motivate your customers to upscale their purchases to get higher discounts, potentially allowing them to test premium offerings.

  • Bundle promotion 📦

Encourage your customers to consider a bundle by emphasizing the added value and savings.

  • Subscription offer 📱

Make subscriptions appealing to your customers by emphasizing the convenience and cost savings over time, making it an attractive offer for those who buy often.


Cross-sell🔗

Filtering targets

Campaign incentive 🎁

What incentive do you give for people to buy again?

Idea inspiration 💡

  • Free gift 🎁

Introduce your customers to another product they might love by offering a free sample with their next purchase.

  • Tiered item count 🔢

Encourage adding more items to their cart to increase the possibility of customers trying new products.

  • Cross-selling discount 🔀

Drive sales of complementary products by offering a targeted discount.

Wake up sleeping customers 🔔

👉🏻 Recurring campaigns targeted at "sleeping" customers—those who have not engaged or made a purchase in a long time—aim to reawaken interest in your brand with personalized messages and offers, nudging them back into active engagement.

Full guide about sleeping strategy practical application:

How about benefits? ❤️

  • Reactivate interest: encourage your inactive customers to come back and buy again, reigniting their interest in your brand.

  • Optimize retention: by bringing back sleeping customers, these campaigns help maintain a healthier customer base and prevent long-term attrition.

  • Enhance revenue potential: reactivate customers who contribute to your revenue, offsetting acquisition costs with their renewed activity and purchases.

Sleeping customers: segment & message 👥

Birthday campaigns 🎂

Recurring birthday campaigns offer personalized greetings and offers to customers on their birthdays, serving to celebrate their special day and fostering a deeper emotional connection with your brand.

Full guide about birthday strategy practical application:

How about benefits? ❤️

  • Enhance loyalty: personalized attention makes customers feel valued, encouraging stronger emotional ties to your brand.

  • Boost purchase: special birthday offers can incentivize additional purchases, directly impacting sales.

  • Increase CLV: by fostering loyalty and encouraging repeat purchases, it contributes to a higher customer lifetime value.

Birthday campaigns: the sendout 🚀

Birthday campaigns: collecting birthdays 📁

Full guide about birthday collection:

  • Option 1 - csv import

    Easily bulk import your contacts’ birthdays using Excel files.

  • Option 2 - forms + webhooks

    Use website forms and webhooks on your website and CRMs for seamless data integration.

  • Option 3 - campaign + flow

    Send a campaign to existing subscribers asking them for their birthday. Let them enter a charles flow and save it to the contact's properties in charles.

  • Option 4: Chat-in + flow

    Start collecting new subscribers’ birthdays via flows when they're opting in and save it to the contact's properties in charles.

Anniversary campaigns 🎉

Celebrate the anniversary of a customer's subscription to the WhatsApp channel with a personalized message, acknowledging their journey with your brand and encouraging continued engagement with a special offer.

How about benefits? ❤️

  • Boost loyalty: reinforce emotional connection, encouraging continued engagement and loyalty.

  • Drive sales: special offers motivate additional purchases, directly impacting your revenue.

  • Increase retention: celebrate your customer milestones, enhancing satisfaction and retention rates.

Anniversary campaigns: the sendout 🚀

Abandoned cart flows 🛒

Abandoned cart flows via WhatsApp (WA) are a strategic asset for businesses looking to enhance their e-commerce performance.

How about benefits? ❤️

  • Reduce abandonment: drive customers to revisit their abandoned carts, directly addressing and reducing cart abandonment rates.

  • Increase conversion: re-engage customers who showed purchase intent, to convert more browsers into buyers.

  • Enhance retention: use personalized engagement to improve customer satisfaction and loyalty, encouraging repeat business.

Abandoned cart flows: setup overview 🌐

See clearer version here

⬇️ Watch how how to build an abandoned cart flow using Journeys:

Abandoned cart flows: the message 💬

2 useful strategies💡

  • Option 1:✋push to purchase:

    You can offer an incentive for your customers to finish the purchase, which aims to motivate immediate action and drive more sales.

  • Option 2: 🤝engagement-focused:

You can reach out to your customers during peak interaction times without mentioning abandoned carts, just a friendly nudge to complete their purchase and strengthen the bond with your brand.

Abandoned cart flows: what to test 📝

  • Timing variations: ⏰ you can test different intervals for sending the reminders to see which timing leads to the highest conversion rate. e.g. ⏱️ 1h vs 3h

  • Content and incentives: 💰 with timing, you can just test how different messages and incentives affect conversion rates. e.g. does a discount offer in the first reminder work better than a simple nudge?

  • Frequency: ⏳ determine the ideal number of reminders, maybe you want to send more than one.

    e.g. one reminder after 3h plus a follow-up reminder after 24h (if no purchase happened).

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