Reactivation reminders for inactive clients

Purpose

 1.1. Automatically identify inactive acupuncture clients and send reactivation reminders to encourage appointment bookings.
 1.2. Minimize lost revenue due to client drop-off by systematically reaching out after a period of inactivity.
 1.3. Maintain engagement, uphold quality of care, and increase overall client retention using cross-channel communications (SMS, email, phone, chat).
 1.4. Schedule follow-up sequences to deliver reminders at optimal intervals based on client inactivity data.

Trigger Conditions

 2.1. Client record shows no appointment booked or attended for a predetermined period (e.g., 30, 60, 90 days).
 2.2. New update or change in the client profile database reflecting inactivity.
 2.3. Scheduled daily or weekly batch job checks for inactivity against client booking records.
 2.4. Manual trigger from practice management dashboard for custom reactivation campaigns.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API; configure programmable SMS to send reminders via phone number input from client database.
  • Example: POST request to /2010-04-01/Accounts/{AccountSid}/Messages.json with message body and recipient.
 3.2. SendGrid
  • Feature/Setting: v3 Mail Send API; email reactivation template, dynamically populate with client name and booking link.
  • Example: POST to /v3/mail/send with personalized JSON payload.
 3.3. Mailchimp
  • Feature/Setting: Automations; trigger inactive-segment campaign, customize content and send interval.
  • Example: Trigger “Customer Reactivation” series for tagged contacts after 60 days no activity.
 3.4. ActiveCampaign
  • Feature/Setting: Automation Workflow; inactivity segment triggers email/SMS/notification cadence.
  • Example: Create automation triggered by “Date of Last Appointment” field crossing threshold.
 3.5. Salesforce
  • Feature/Setting: Process Builder/Flow; schedule automation based on CRM record inactivity.
  • Example: Flow that sends notification or creates tasks after inactivity criteria met.
 3.6. HubSpot
  • Feature/Setting: Workflow Automation; set trigger for ‘last interaction date’, then send email/SMS.
  • Example: Workflow starting with ‘Contact Inactive for X Days’.
 3.7. Zoho CRM
  • Feature/Setting: Automation Rules; setup inactivity-based email/SMS reminder sequence.
  • Example: Custom rule “No appointments in 30 days,” send alert.
 3.8. Google Sheets + Gmail
  • Feature/Setting: Script or trigger checks last-visit column, sends personalized batch reminders.
  • Example: Apps Script scheduled to run daily, sending via MailApp service.
 3.9. Outlook 365
  • Feature/Setting: Power Automate flow; connect Excel/Outlook, detect inactivity, send email from template.
  • Example: Scheduled Flow checks record set, launches mail action.
 3.10. Slack
  • Feature/Setting: Workflow Builder/API; auto-DM to internal staff for call-back when client inactive.
  • Example: Send alert to #reminders if no appointment logged for client.
 3.11. Pipedrive
  • Feature/Setting: Workflow Automation; triggers if deal/client has no activity over set days.
  • Example: Email automation to filtered contacts inactive since date.
 3.12. Keap (Infusionsoft)
  • Feature/Setting: Campaign Builder; contact inactivity triggers re-engagement email/text sequence.
  • Example: Timer node after “Last Session Date” checkpoint.
 3.13. Constant Contact
  • Feature/Setting: Automated series campaign for ‘Lapsed Clients’ segment.
  • Example: Email series triggers based on ‘Last engagement date’.
 3.14. Intercom
  • Feature/Setting: Messaging Automation; schedule chat/email to inactive client profile.
  • Example: “Last seen X days ago” triggers a prompt.
 3.15. Calendly
  • Feature/Setting: Webhook/API; detects missed bookings, prompts reminder invitation via email/SMS.
  • Example: Event triggers when booking not updated after N days.
 3.16. Stripe
  • Feature/Setting: Billing API/Webhook; inactivity based on last invoice, sends reactivation offer.
  • Example: Webhook on missed payment/renewal for follow-up.
 3.17. WhatsApp Business API
  • Feature/Setting: Template message; trigger after client inactivity with approved reactivation content.
  • Example: POST /v1/messages with personalized alert.
 3.18. Facebook Messenger
  • Feature/Setting: Messenger API; initiate message flow for clients with overdue engagement.
  • Example: chat-bot triggers via Webhook on inactive user event.
 3.19. Freshdesk
  • Feature/Setting: Automation Rule; helpdesk ticket or reminder created for each lapsed client.
  • Example: “No interaction in X days” creates task for client re-engagement.
 3.20. Aircall
  • Feature/Setting: Call automation/integration; schedule automated call reminder for inactive clients.
  • Example: API triggers outbound call when no activity for set period.
 3.21. Microsoft Dynamics
  • Feature/Setting: Workflow automation for detecting and acting on inactive CRM contacts.
  • Example: Batch job checks 'last appointment' date, sends outreach email.

Benefits

 4.1. Increased client retention by timely outreach to lapsed patients.
 4.2. Streamlined communication via multi-channel automated reminders.
 4.3. Reduced manual workload for staff with efficient, scalable processes.
 4.4. Enhanced visibility into client activity and churn risk for improved business strategy.
 4.5. Direct impact on revenue by restoring lost bookings through targeted reactivation outreach.