Platform Overview
Strategy Library
Create & manage outreach strategies
Audience Targeting
Tag-based precision targeting
A/B Experiments
Compare strategy effectiveness
Analytics
Data-driven decisions
Workflow
1
Build Strategy
Design outreach workflow
2
Select Audience
Tag-based filtering
3
Run Experiment
A/B test strategies
4
Analyze Results
Pick the winner
Strategy Builder
Create multi-step outreach strategies with branching and conditions
Strategy Library
Lapsed Customer Win-back
4 steps · Used 12 times
New Customer Welcome
2 steps · Used 8 times
VIP Personal Follow-up
3 steps · Used 5 times
Appointment Reminder
3 steps · Used 20 times
Lapsed Customer Win-back
Edit strategy steps
AI SMS
Step 1: Send Win-back Message
Hi {{guest.first_name}}, we miss you! It's been a while since your last visit. Book this week and enjoy 20% off your next service!
Sent successfully →
Continue to Step 2
|
Failed →
Retry 2 times then end
Wait
Step 2: Wait for Response
Wait for 24 hours
Wait complete →
Continue to Step 3
Condition
Step 3: Check Response
Condition: Did customer reply?
Yes →
End flow (responded)
No →
Continue to Step 4
AI Voice
Step 4: Voice Follow-up
Script:
Hi {{guest.first_name}}, this is Celoria Nail Spa. We noticed you haven't visited us in a while and wanted to personally invite you back...
Call complete →
End flow
Available Node Types
Action Nodes
AI SMS
Send smart text messages with variables
AI Voice
Intelligent voice calls with custom scripts
Human Task
Assign tasks to staff members
Control Nodes
Wait
Condition
Retry
Parallel
Time Filter
Rate Limit
Audience Targeting
Target customers precisely using tags with complex logic combinations
Audience Builder
Estimated reach: 1,234 customers
Condition Group
Inactive 30+ days
AND
In another experiment
AND
Nested Condition Group
Spent $500+
OR
VIP Customer
Logic Expression Preview
(Has "Inactive 30+ days") AND (NOT "In another experiment") AND ((Has "Spent $500+") OR (Has "VIP Customer"))
Available Tags
Active 7 days
Inactive 30+ days
Inactive 60+ days
New Customer
VIP Customer
Spent $500+
Spent $1000+
Birthday this month
Weekend preference
Had manicure
Had spa
Never cancelled
View all →
Experiment Setup
Create A/B experiments to compare different strategies
Leave empty for no limit - all matching customers will participate
Group Configuration Preview
Control
33%
Group A: SMS Only
Strategy: New Customer Welcome
Est. 411 participants
Treatment
33%
Group B: SMS + Voice
Strategy: Lapsed Customer Win-back
Est. 411 participants
Treatment
34%
Group C: Human Follow-up
Strategy: VIP Personal Follow-up
Est. 412 participants
Total participants: 1,234
Analytics
Real-time experiment tracking and data-driven insights
Overall Reach Rate
87.3%
↑ 12% vs previous
Overall Response Rate
34.2%
↑ 8% vs previous
Overall Conversion Rate
12.8%
↑ 3% vs previous
Overall ROI
4.2x
↑ 0.8x vs previous
Strategy Performance Comparison
| Group | Reach Rate | Response Rate | Conversion Rate | Avg. Ticket | ROI | Confidence |
|---|---|---|---|---|---|---|
|
Group A: SMS Only
(Control)
|
92.1% | 18.5% | 6.2% | $85 | 2.1x | — |
|
Group B: SMS + Voice
Winner
|
89.3% | 42.8% | 18.5% | $92 | 5.8x | 98.2% |
|
Group C: Human Follow-up
|
78.4% | 48.2% | 15.6% | $128 | 3.2x | 72.5% |
Funnel Analysis - Group B: SMS + Voice
411
Total Participants
100%
367
SMS Delivered
89.3%
176
Responded
42.8%
95
Voice Follow-up
23.1%
76
Booked
18.5%
Time Metrics
Avg. Response Time
2.3 hours
Avg. Time to Conversion
18.5 hours
Human Task Completion Time
4.2 hours
Risk Metrics
Opt-out Rate
0.8%
Complaint Rate
0.2%
Human Task Completion Rate
78.4%
AI Recommendation
Based on experiment data analysis, Group B: SMS + Voice strategy performs best with a conversion rate 198% higher than control, ROI improvement of 176%, and statistical confidence of 98.2%. We recommend rolling out this strategy for all lapsed customer win-back campaigns.