This article provides a step-by-step guide for creating a Manual Retargeting campaign aimed at engaging customers who did not share feedback through their initial invitation
Sometimes, even after providing a great service and sending a betterbunch invitation, a customer might not engage with your invite and share feedback or leave a review. That’s where a manual retargeting campaign comes in handy.
Just like the No Interaction Retargeting feature, which automatically sends a follow-up email 24 hours after the original invite, a manual retargeting campaign gives you another shot at collecting feedback. But this time, you’re in control.
When running a manual retargeting campaign, you’ll be able to:
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Choose when to send the follow-up
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Decide whether to send it via SMS or email
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Customise the message to suit your tone and audience
Tip: We suggesting turning the No Interaction Retargeting feature ON for your account to automatically retarget customers. Then, set a reminder to complete a manual retargeting campaign periodically—let's say every 3 months.
Steps to create a retargeting campaign
To run a Manual Retargeting campaign, follow the steps outlined below:
- Login to your betterbunch account.
- Navigate to the Invitations page on the left menu.
- Click Export in the top right corner to export a list of all previous invitees.
- Consider formatting your list to remove customers you prefer not to retarget, such as:
- Contacts with the invitation status 'Clicked unhappy'
- Contacts with the invitation status 'Provided feedback'
- Contacts with the invitation status 'Clicked review site'
- Changing your Cool Off Period setting to avoid manually overwriting the cool-off warning.
- Navigate to settings on the bottom right of your betterbunch dashboard
- Open the Rules tab
- In the Cool Off Period textbox, type your chosen number of days. We recommend 30 days.
- Click Save at the bottom of the page
- From your dashboard, click Create Invitation and navigate to the bulk upload tab
- Select Browse or drag and drop your retargeting campaign list into the box
- Before clicking send, we suggest editing your invite to suit your brand tone. This is a great way to increase interactions with your invites.
- Click Edit Invitation.
- From the Select a Template dropdown, choose a prewritten message or type your own in the Custom 1 > 5 textbox.
- Click Update for this send only to save your changes.
- Similarly, consider changing your email invitation template to something more 'on-brand' too.
- Click Edit Invitation.
- Navigate to the email template tab and type your message.
- Click Update for this send only to save your changes.
- Click Send Invitation, and choose to send your invites now or schedule them to be sent at your preferred time.
Caution: Remember to change your Cool Off Period back to its original settings. You can do this by repeating step number 5.