The Winback Workflow is a built-in WhatsApp automation that helps you re-engage customers who haven't placed an order in a while. It automatically sends a WhatsApp message to encourage lapsed customers to return to your store.
How it works
The Winback Workflow targets customers whose last order was between 30 and 90 days ago. This bounded range ensures the message reaches customers who may have drifted away but are still within a reasonable window to win back — excluding customers who ordered very recently as well as those who have been inactive for too long.
What's included
Bounded customer targeting: Only customers with a last order between 30–90 days ago are included in each send.
Workflow history: A sent log is available so you can see which customers received the winback message and when.
Consent re-validation: WhatsApp consent is re-validated before each message is sent, ensuring messages only reach customers who have opted in.
How to enable the Winback Workflow
Go to Settings > Workflows.
Under Built-in workflows, find the Winback workflow.
Toggle it ON to activate it.
Once enabled, Take App will automatically send WhatsApp messages to eligible customers. You can check the Workflow Activity page to view the sent log and track results.
Note: Customers must have given WhatsApp consent to receive messages. The workflow re-validates consent before each send, so only opted-in customers will be contacted.