First wins starter pack

Use this starter pack when you want early value without turning on too many workflows at once.

The goal is to launch a few focused wins, learn from real customer behavior, and expand only after your data, channels, and team process are working.

Exact playbook availability can depend on your plan, account setup, country, channels, and data sources. Use the closest available playbook, route, capture, or campaign in your account.

Start with 3 to 5 wins

Do not launch every playbook at the same time.

Start with a mix that covers the full customer path:

Grow the audience.
Recover lost intent.
Convert or recommend.
Reduce support load.
Collect feedback or send one focused campaign when you have a clear moment.

This gives you cleaner signals and makes it easier to understand what worked.

1. Grow your reachable audience

Start here if you do not have enough subscribed customers yet.

Use one capture path first:

QR code for stores, events, packaging, or printed material.
Shareable link for social, ads, email, and landing pages.
Website form or popup for visitors already on your site.
Webchat Widget for visitors who want to ask questions from the site.
Checkout opt-in when customers are already buying.
Subscriber Booster or Property Collector if your account has those playbooks available.

Expected win: more reachable customer profiles and cleaner consent for future playbooks and campaigns.

2. Recover abandoned carts

Start here if your store has cart or checkout signals.

Use Cart Saver route when you want fixed reminders with predictable timing. Use an AI cart saver playbook when replies, product context, objections, or recommendations should change the next step.

Expected win: recover purchase intent that already exists instead of only trying to create new demand.

Keep reading: Cart Saver route, AI Cart Saver playbook, and Abandoned cart: route template vs AI playbook.

Start here when you have product, browsing, subscription, or purchase signals.

Useful options can include:

First-purchase follow-up for new subscribers who have not bought yet.
Browse Recovery for customers who viewed products but did not add to cart.
Smart Recommender when product and inventory context are strong.
Cross-sell or replenishment when you have enough order history.
Review Builder when delivered-order signals are reliable and you want product reviews.
NPS Pulse when delivered-order signals are reliable and you want loyalty feedback after customers have had the product experience.

Expected win: move customers from interest to purchase, repeat purchase, or higher-value orders.

4. Reduce support load

Start here if your team answers the same questions repeatedly.

Useful options can include:

Instant Answers for frequent questions.
Order-Update Delight when customers often ask where their order is.
Return & Exchange Helper when your policy is clear enough to automate parts of the conversation.
Order Cancellation Assistant when cancellation requests are frequent and your rules are clear.
CSAT Pulse when conversations are being resolved consistently and you want lightweight satisfaction feedback.
Inbox assignment and response rules when humans still need to own replies.

Expected win: faster answers, cleaner handoffs, and fewer repetitive tickets for your team.

5. Collect feedback or send one focused campaign

Use Review Builder when you already have delivered orders and want to collect product ratings and written reviews.

Use NPS Pulse when you want to measure whether customers would recommend the brand after a delivered order.

If you also use CSAT Pulse, keep the feedback moments separate: Review Builder is for product reviews, NPS Pulse is for loyalty after a delivery experience, and CSAT Pulse is for satisfaction after resolved conversations.

Expected win: learn which products and delivery experiences create strong feedback, which customers need recovery, and which feedback records can guide future improvements.

If you have one clear audience, one message, and one planned send time, use a campaign instead.

Good first campaigns include:

A product launch.
A restock announcement.
A seasonal promotion.
A short sale.
A message to a small high-intent segment.

Expected win: learn how your audience responds to the channel, message, offer, and timing before sending broader campaigns.

What to avoid at first

Avoid:

Turning on several revenue playbooks for the same audience at once.
Launching before customer profiles, consent, and signals are verified.
Sending broad campaigns before testing links, replies, and opt-out behavior.
Using AI agents without clear handoff rules.
Comparing results before enough customers have gone through the workflow.

Review after 7 days

After the first week, review:

Audience growth and opt-in sources.
Cart recovery or conversion activity.
Replies, handoffs, and support questions.
Clicks, orders, and attributed revenue.
Any failed messages, opt-outs, or unexpected behavior.

Then decide what to tune, pause, or expand.

Keep reading: Measure success in your first 7 days.