Automated Ideal Offseason Customer Winback
Every Monday, WebRun opens Ideal DMS, finds customers with no purchase or service visit in the last 18 months, logs the full lapsed list to a Google Sheet with their last visit date, and drafts a Mailchimp winback campaign with an offer, left unscheduled for your marketing team to review.
How do I win back customers who have stopped buying or servicing with me?
Every Monday, WebRun opens Ideal DMS and finds customers with no purchase or service visit in the last 18 months. It logs the full list to a Google Sheet with each customer's last visit date, then drafts a Mailchimp winback campaign with an offer, left unscheduled for your marketing team to review, so lapsed customers get a reason to come back before a competitor gets them first.
- Lapsed customers are found and logged before the next season starts
- Every winback offer is drafted, never sent, until a person schedules it
- The same customer never gets repeated offers back to back
Built for outdoor power equipment dealers · dealership marketing managers · service department managers · lawn and garden retailers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.idealcomputersystems.comin a real browser with your saved login - no setup, no API keys. -
1
Ideal DMS - find lapsed customers
idealcomputersystems.com
WebRun opens Ideal DMS to find lapsed customers. - Open Ideal DMS and pull customers with no purchase or service visit in the last 18 months
- Capture their name, email, last visit date, and units owned for each
- Exclude anyone already contacted by the winback campaign in the last 90 days
Done when Every lapsed customer is listed with their last visit date and units owned.
-
2
Google Sheets - log the lapsed list
google.com
WebRun opens Google Sheets to log the lapsed list. - Open the Lapsed Customer tracker sheet
- Append each lapsed customer as a new row with today's check date
- Mark any customer already present as updated rather than duplicated
Done when The tracker sheet reflects this week's full lapsed customer list.
-
3
Mailchimp - draft the winback campaign
mailchimp.com
WebRun opens Mailchimp to draft the winback campaign. - Open Mailchimp and start a winback campaign addressed to the lapsed list
- Draft an offer naming a service discount or a seasonal check up
- Save the campaign as a draft and leave it unscheduled
Done when A draft winback campaign sits ready in Mailchimp for the marketing team to review.
How is each run configured?
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.
Every action is checked against this policy before it runs.
Questions, answered
Will it send the winback offer without approval?
No. WebRun saves the campaign as a draft in Mailchimp only. Your marketing team reviews the offer and schedules the send, so no lapsed customer is emailed unchecked.
How does it decide a customer has lapsed?
It reads the last purchase or service date on each customer record in Ideal DMS and includes anyone with no activity in the past 18 months, a window you can adjust.
Will it keep emailing the same lapsed customer every week?
No. It excludes anyone already included in a winback campaign in the last 90 days, so the same customer will not get repeated offers back to back.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.