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Insola

Practical guide

Retention starts with respecting context.

A useful automation connects a need, an audience and a clear message. Start with one simple, reviewable rule that respects customer choices.

INSOLA ·

Maison Sol / Follow-up after a period of absenceProduct preview with fictional data

Follow-up after a period of absence

  1. 1.Absent for 30 days
  2. 2.No upcoming booking?
  3. 3.Wait 24 hours
  4. 4.Email · Let’s meet again
  5. 5.Team alert
  6. 6.End

The same graph component used in the editor. Explore branches and find the simulation in the demo.

The product in practice

Visual automations

Draw the trigger, condition, delay and actions, then simulate and follow executions.

Try this scene ↗

Maison Sol · fictional data. No real payments, emails, AI calls, imports or electronic transmissions.

Choose a specific need

A nearly exhausted pass or a first booking provides context. Define what you offer and why. Do not treat an absence as certainty about a customer’s intentions.

Check audience and evidence

Review marketing eligibility, confirmations, unsubscribes and exclusions. Imported consent should retain its provenance. An email address alone is not permission to send a campaign.

Prepare before sending

Review the segment, frequency, unique recipients and message. Separate necessary booking updates from commercial promotion; their purposes differ.

Read the history and adjust

Follow prepared actions, deliveries, exclusions and errors. Success is not just a high email count: check whether a campaign respects customer choices and its intended purpose.

Practical questions

Does this guide replace legal review?

No. It describes operational product controls. Have appropriate legal bases, wording and retention periods reviewed for your business.

Keep exploring

Discover how to organize your business.

Try the product journeys, then prepare your start or transition with the context of your Business.