How to set up Win-Back texts after a purchase in CartBoss
A win-back campaign texts customers after they buy, to bring them back; in CartBoss, Win-Back texts go out a set time after each paid order. Texts are paid from your balance; prices: pricing page.
Before you begin
- Your store must be connected and show Active on the Sites page.
- Your checkout must collect the customer's phone number. Win-Back texts go only to orders with a phone number.
- Have funds in your balance.
Add a Win-Back message
- In your CartBoss dashboard, click Win-Back in the left menu, under Messaging.
- Click Add custom message.
Set when it is sent
- Under Delay, choose Enable delay (recommended).
- Under Wait for, type a number and choose Minute/s, Hour/s, Day/s or Month/s. For example, 30 Day/s. The wait starts when the order is paid.
Add an offer (optional)
- Under Discount, choose Enable special offer (recommended), then a Discount type: Percentage, Fixed amount, Free shipping or Custom coupon. The discount rides on the link in your text and is applied to the customer's cart. See How to add a discount to your texts.
- Under Website targeting, keep Active on all my websites (default), or include or exclude stores.
Set the rules (optional)
- Under Order value limit, choose Always send, Only send at or above a value or Only send below a value.
- Under Smart sending, choose Skip if messaged recently to skip customers who got a text from you in the last 3 to 90 days.
Both rules are checked when the order is paid, not when the text goes out.
Write the text
- Under Default message, write your text. Click a shortcode below the box to add it.
- Add a link, so the customer has something to open: the
{SiteUrl}shortcode, or a full web address you type, such as a product page (see How to send a Win-Back text that links to a product or page in CartBoss). - Under Message translations, add a version for each language you sell in (optional; see How to send texts in your customer's language).
- Click Save at the top right.
Win-Back messages have these shortcodes:
{FirstName}and{LastName}: the customer's name, when the order has one.{SiteName}: your store's Site name.{SiteUrl}: your store's address.{DiscountCode}: the discount code, when the message has an offer.{DiscountValue}: the size of a percentage discount, for example 15%.
Switch it on
- Go back to Win-Back. A new message is saved Off. Click its switch in the Status column so it shows On.
What happens next
- Every paid order with a phone number starts the Win-Back messages that are On, each after its own delay.
- Each paid order starts its own texts. A later purchase does not cancel a Win-Back text that is already waiting.
- A purchase subscribes the customer again, even if they unsubscribed before. CartBoss treats a purchase as consent.
- Win-Back texts follow the same sending rules as other texts: quiet hours, at most 4 texts per customer in 24 hours, your balance and your daily spend limit.
- The Revenue and Orders columns count a purchase on the same store within 24 hours after a text.
Questions
Can I send more than one Win-Back text after a purchase?
Yes. Add several messages with different delays, for example 7 days and 30 days, and switch them all On.
Why can't I use {CheckoutUrl} in a Win-Back text?
There is no open cart after a purchase. Use {SiteUrl} or type a full link instead.
I get "Turn off the discount or add a link".
The discount is created when the customer opens a link, so a message with an offer needs {SiteUrl} or a typed web address in the default message.
A customer didn't get a Win-Back text. Why?
Check that the order had a phone number and that the message is On. For the full checklist, see How to find out why a shopper didn't get a CartBoss text.