Workflows
The small moments that keep customers coming back
A birthday message. A thank you after a good order. A gentle nudge when someone’s been away. InviteBack helps you show up for these moments — every time, for every customer.
Why it matters
Customers don’t leave because they’re upset
They leave because life gets busy. Most businesses don’t forget their customers on purpose — there’s just no easy way to remember everyone, every time.
A great first order doesn’t guarantee a second one.
Without a nudge, even happy customers quietly move on to whatever crosses their mind next.
No one can remember every birthday, every anniversary, every quiet customer.
That's not a failure on your part — it's just more than one person can hold in their head.
A small message at the right moment means more than a big one at the wrong time.
Workflows help you say the right thing, at the right moment, without you having to remember.
The journey
One relationship, followed all the way through
This is how InviteBack thinks: not a list of messages to configure, but one customer, followed through their whole relationship with you.
New customer
Someone places their first order with you.
Staying in touch
A review request and a well-timed follow-up keep the relationship going.
Becoming a regular
Birthdays, milestones, and loyalty rewards recognize the ones who keep coming back.
If someone goes quiet
A gentle win-back message brings them back into the loop, without any guilt attached.
The workflow library
A workflow for every kind of moment
Every stage of the journey above is powered by workflows like these. Set each one up once — they keep quietly running in the background, every day.
Win-Back
For customers who have gone quiet — before they forget you completely.
We miss you
Triggers when: no order in 30 days
A friendly nudge before a quiet customer forgets about you completely.
Come back, we’ve got something for you
Triggers when: no order in 60 days
A stronger offer for customers who’ve been away a little longer.
Still thinking it over?
Triggers when: an order was started but never finished
A gentle reminder for the order that almost happened.
Milestone & Occasion
Recognizing the dates and moments that matter to your customers.
Birthday wishes
Triggers on: customer's birthday
A personal message, sent right on time, every year.
Anniversary
Triggers on: first-order anniversary
Celebrate the day they first chose you.
Milestone reached
Triggers when: customer crosses an order-count milestone
Recognize the customers who keep choosing you, order after order.
Post-Order
Capturing feedback and staying useful right after the order lands.
Review request
Triggers when: order marked complete
Ask for a review at exactly the right moment — right after a good experience.
Follow-up after visit
Triggers when: a naturally recurring order is due again
A gentle reminder for the items your customers order again and again.
Loyalty & Recognition
Rewarding the customers who already chose you, again and again.
Loyalty reward
Triggers when: customer crosses a spend or order-count threshold
Recognize your best customers before a competitor tempts them away.
Refer a friend
Triggers when: sent only to your most loyal customers
A bigger ask, reserved for the relationships that can carry it.
Why it's worth it
What thoughtful workflows give you back
- Build stronger customer relationships
- Encourage repeat visits
- Stay consistent
- Save time
Made to fit your business
Every workflow bends to how you actually run things
Change the timing, the message, or the offer — any workflow, any time. Nothing is locked in.
Change the wording
Make every message sound like you, not a template.
Adjust the timing
Send a day earlier or a week later — whatever fits how your customers actually behave.
Turn any workflow on or off
Start with a few, add more when you're ready. Nothing runs that you haven't approved.
Questions
Common questions about workflows
Your customers are waiting to come back. Give them a reason.
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