# Bring last month's regulars back before they pick a new place.

> You already know who stopped coming — if you look. Easy Loyalty watches visit dates, balances, rewards, and birthdays, then sends one lock-screen message per period so a quiet customer is not a lost one.

Source: https://easyloyalty.app/use-cases/win-back

**Customer win-back automation** — Automatically message customers who have gone quiet, are sitting on cashback, have an unclaimed stamp reward, or have a birthday coming. Delivered to the lock screen via their wallet pass.

## The regular who vanishes rarely gets a phone call.

Owners are busy. Spreadsheets of 'last visit' do not get opened. Meanwhile the 6-week hair client books somewhere closer, and the cafe regular finds a new morning stop.

- Without a visit log you cannot tell a drifted regular from a tourist.
- Manual 'we miss you' texts feel awkward and stop after the first week of enthusiasm.
- A birthday or an unspent balance is a natural reason to write — if anything reminds you.

## Four rules that send themselves.

Each automation claims a send per customer per period. Nobody gets the same nudge twice in that window.

### Play 1: Inactivity: they have not been in

Set a day threshold that matches your rhythm — 21 days for coffee, 42 for a salon, 60 for a boutique. One message in the period.

> Template idea: “It's been a while, {name} — your pass is still here when you are.”

The people who liked you enough to add a pass get a chance to remember why.

### Play 2: Unspent cashback or an unused reward

Balance reminder (cashback) and reward-available (stamps) fire when the pass already holds something they can spend.

> Template idea: “You still have {balance} to spend — come in this month.”

Earned value expires in attention, not only in policy.

### Play 3: Birthday, if they shared it

Customers can add a birthday. Once a year the rule can send a greeting or a small extra. Skip it if you do not collect dates.

> Template idea: “Happy birthday from {business} — show your pass this week.”

A once-a-year reason that does not require a CRM project.

## Set the rule. The cron does the rest.

1. **Issue passes first** — Automations only reach people who have added a pass. The QR on the counter is still step zero.
2. **Turn on the rules you want** — Inactivity, unspent balance, reward ready, birthday. Write a short template. Use {name}, {business}, {balance}, {stamps}, {reward}.
3. **We claim each send** — A background job finds eligible pass holders and records a send so the same person is not messaged twice in the period.
4. **The pass delivers** — Apple Wallet lock screen and Google Wallet message — the same channel as a manual broadcast.

## FAQ

### Will this spam my customers?

Each rule sends at most once per period (monthly, fortnightly, or yearly depending on the type). A customer who is inactive and also sitting on a balance could match two rules — write templates that can stand alone, and do not enable every rule on day one.

### Can I see who was messaged?

Each send creates a notification row and increments a count on the rule. You do not yet get a full per-rule history UI; the data is there if you need it.

### Do I need to collect birthdays?

No. Birthday is optional. Customers who skip it never enter that rule. The other automations use visit and balance data you already have from scans.

### Do my customers need to download an app?

No — that's the whole point. Your loyalty pass goes straight into Apple Wallet or Google Wallet. Customers scan a QR code, tap "Add to Wallet," and they're done. Zero friction.

### How do customers earn rewards?

Pick the model that fits your business. Cashback: set a percentage (e.g. 10%) and every purchase adds that much to the customer's wallet balance to spend next time. Stamps: one stamp per visit, and a full card (you choose how many) unlocks a reward like a free coffee. Either way it's recorded with a scan and shows on the pass instantly.

### Does it work on Android too?

Yes! We fully support Google Wallet alongside Apple Wallet. Android users scan the same QR code and add the pass to Google Wallet — same seamless experience on both platforms.

### How long does it take to set up?

About 30 seconds. Sign up, enter your business details, choose cashback or stamps, and your QR code is ready to print. No technical knowledge required.

## Related

- [https://easyloyalty.app/use-cases/lock-screen-offers](https://easyloyalty.app/use-cases/lock-screen-offers)
- [https://easyloyalty.app/use-cases/cashback](https://easyloyalty.app/use-cases/cashback)
- [https://easyloyalty.app/use-cases/beauty-salons](https://easyloyalty.app/use-cases/beauty-salons)
- [https://easyloyalty.app/use-cases/fitness-studios](https://easyloyalty.app/use-cases/fitness-studios)