Automated Square Repeat Customer Win-Back Drafts
Every Monday, WebRun opens Square's Customer Directory, finds customers who last purchased 60 or more days ago and had at least two prior visits, drafts a personalized win-back message for each, and logs them in Google Sheets so you can review and approve before sending.
How do I automatically identify and draft win-back messages for lapsed Square customers?
WebRun opens Square's Customer Directory every Monday, finds repeat customers who have not returned in 60 or more days, drafts a personalized win-back message for each one referencing their history, and logs everything in Google Sheets for your team to review. No message is sent until a human approves it.
- Lapsed repeat customers are identified weekly without manual filtering
- Personalized win-back messages are pre-drafted, cutting campaign prep time
- No customer is contacted without explicit team approval
Built for retail shop owners · salon and spa owners · cafe owners · service businesses using Square
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
squareup.com/dashboard/customersin a real browser with your saved login - no setup, no API keys. -
1
Square - find lapsed repeat customers from the directory
squareup.com
WebRun opens Square to find lapsed repeat customers from the directory. - Open Square Dashboard and navigate to Customers
- Filter for customers with at least 2 visits whose last purchase was 60 or more days ago
- Capture the customer name, email, last visit date, total visits, and top purchased item
Done when All lapsed repeat customers are identified with their purchase history.
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2
Google Sheets - log each lapsed customer with a draft win-back message
google.com
WebRun opens Google Sheets to log each lapsed customer with a draft win-back message. - Append each lapsed customer as a new row with their name, contact, last visit, and visit count
- Draft a short, personalized win-back message referencing their top purchase and how long it has been
- Set status to 'Awaiting approval' so no message is sent until a team member reviews and approves
Done when All lapsed customers are logged with draft messages awaiting team approval.
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 win-back messages automatically?
No. WebRun drafts and queues the messages for your review in Google Sheets. A team member approves each one before it is sent, so you stay in control of every customer communication.
How does it personalize the messages?
It references the customer's name, their most-purchased item, and how many days it has been since their last visit, making each message feel relevant rather than generic.
Can it adjust the lapse window, such as 30 or 90 days instead of 60?
Yes. Set your preferred lapse window during setup. You can also set a minimum visit count so one-time purchasers are excluded from the campaign.
Related templates
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