Module Win Back Dormant Customers

From Dolibarr ERP CRM Wiki
Revision as of 22:53, 4 November 2026 by NitPit3d.com (talk | contribs) (New module: Win back dormant customers (ID 460142, NitPit3D))
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to navigation Jump to search

Module Win Back Dormant Customers

Module name Win back dormant customers (winback) – FR : Clients endormis
Publisher NitPit3D (https://www.nitpit3d.com)
Status Stable
Version 1.0.0
Module ID 460142
Compatibility Dolibarr 17 to 24 (tested on 24.0.3)
License GNU GPL v3 or later
Languages English, French

Overview

Finds the customers who stopped buying (no invoice for X months), sends them a personalised "We miss you" e-mail with an optional come-back offer, and measures who came back and the revenue won back.

Features

  • Detection criteria: no purchase for more than X days, for less than Y days, minimum number of invoices, minimum total spent, excluded customer tag; generic POS customer never contacted
  • "To win back" page: review the list and schedule the e-mails for the selected customers; optional automatic detection
  • Nothing sent if the customer bought again before the e-mail; contacted once per period of inactivity, cooldown delay
  • Optional follow-up with its own message
  • Return detection (invoice validation trigger and scheduled check): customers won back, return rate, revenue won back
  • Customisable HTML e-mails in the customer's language, come-back offer box, preview and test sending
  • Sending hours, daily limit, click tracking, event in the customer's agenda
  • Unsubscribe link and page, RFC 8058 one-click unsubscribe, Dolibarr E-mailing unsubscribe list respected
  • Multi-company aware. No Dolibarr core file is modified.

Requirements

  • Modules Third parties, Invoices and Scheduled jobs enabled, Dolibarr cron run by the server
  • E-mail sending configured (Home > Setup > E-mails)
  • Public URL of Dolibarr for the unsubscribe link and click tracking (otherwise "Reply STOP by e-mail" mode)

Installation

  1. Download the module archive from DoliStore.
  2. Home > Setup > Modules > Deploy/install external app/module, upload the archive.
  3. Enable "Win back dormant customers" (CRM family).
  4. In the module setup, check the criteria, set your shop link and an optional come-back offer.
  5. Open Third parties > Dormant customers > To win back, check the list and schedule the e-mails.
  6. Check that the scheduled job "Win back dormant customers" is enabled.

Support

contact@nitpit3d.com