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Heartland POS Loyalty Win-Back Email Drafts

Every Monday, WebRun opens Heartland Loyalty and finds members who have not made a purchase in 60 or more days. For each lapsed member, it drafts a personalized win-back email referencing their last purchase and a relevant offer, then queues the drafts in Mailchimp for your review. You approve and schedule the send.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Heartland identify lapsed loyalty members
2 Mailchimp queue win-back email drafts for review
In short

How do I automatically draft win-back emails for lapsed Heartland loyalty members?

WebRun reviews Heartland loyalty data every Monday, identifies members who have not purchased in 60 or more days, and drafts a personalized win-back email for each one in Mailchimp. Every draft is queued for your review and approval before any message reaches a customer.

  • Lapsed loyalty members identified and drafted for each week without manual list-pulling
  • Personalized offers reference each member's actual purchase history
  • Zero emails sent to customers without your explicit approval

Built for retail store owners · restaurant operators · loyalty program managers · marketing teams

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens heartland.us in a real browser with your saved login - no setup, no API keys.

  2. 1
    Heartland - identify lapsed loyalty members
    heartland.us
    WebRun in Heartland: identify lapsed loyalty members
    WebRun opens Heartland to identify lapsed loyalty members.
    • Open Heartland and navigate to the Loyalty or Customer section
    • Filter for loyalty members whose last purchase date is 60 or more days ago
    • Capture member name, email, last visit date, favorite or most recent product, and lifetime spend
    • Exclude members who have already received a win-back email in the last 90 days

    Done when All lapsed loyalty members are listed with their purchase history details.

  3. 2
    Mailchimp - queue win-back email drafts for review
    mailchimp.com
    WebRun in Mailchimp: queue win-back email drafts for review
    WebRun opens Mailchimp to queue win-back email drafts for review.
    • Draft a personalized win-back email for each lapsed member referencing their name and last purchase
    • Include a relevant offer such as a discount or bonus points tied to their purchase history
    • Save each draft in Mailchimp as a campaign draft, not scheduled and not sent
    • Leave all drafts in review status for you to approve, edit, and schedule the send

    Done when Win-back email drafts are waiting in Mailchimp for your review, nothing sent yet.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
heartland.us
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Win-back drafts · Mailchimp
OutputWhat each run produces - A weekly batch of personalized win-back email drafts in Mailchimp, one per lapsed loyalty member, ready for your review and approval before any send.
Text
Setup & safety

Secure by default

Connect once, stays signed in

WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it send the win-back emails to customers automatically?

No. Every win-back email is saved as a draft in Mailchimp and left unsent for you to review, edit, and approve before any message reaches a customer.

How does it personalize each email?

WebRun uses the member's name, last purchase date, and most recent product from Heartland to tailor the subject line and offer. You can set the tone and offer structure during setup.

Can I adjust the 60-day lapse threshold?

Yes. The lapse window is set during setup and can be any number of days that fits your business. Many cafes use 30 days; larger retailers often use 90.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.