Automated follow-up for inactive clients

Purpose

1.1. Automatically identify aerial dance class clients who have not attended or interacted for a defined period.
1.2. Send targeted follow-up communications (email, SMS, push notification, chat message) reminding/inviting them to return.
1.3. Personalize messages with last attendance date or previously attended class type.
1.4. Log outreach activity for team visibility and response tracking.
1.5. Schedule repeated attempts if initial contact receives no response.
1.6. Unify client re-engagement via multiple channels, reducing manual admin effort.

Trigger Conditions

2.1. Client profile shows no class check-in or attendance update in set period (e.g., 14, 30, or 60 days).
2.2. Membership or package expires without renewal or further bookings.
2.3. CRM “last interaction” field exceeds threshold.
2.4. Failed payment or non-renewal event occurs.
2.5. Manual staff flag for inactive/at-risk client.

Platform Variants

3.1. Twilio — SMS
• Feature/Setting: Send SMS via Programmable Messaging API; configure messaging webhook for triggered flows
• Sample: API POST /v1/Accounts/{AccountSid}/Messages (body: to, from, body, statusCallback)

3.2. SendGrid — Email
• Feature/Setting: Transactional Template, automate with /mail/send API; auto-insert client name and attendance details
• Sample: POST /v3/mail/send (to, from, template_id, dynamic_template_data)

3.3. Mailchimp — Marketing Email
• Feature/Setting: Customer re-engagement automation; configure “Inactive Subscribers” segment and Journey
• Sample: Use Automations > Customer Journeys > Set trigger as “Has not opened in X days”

3.4. ActiveCampaign — Email & SMS
• Feature/Setting: “If/Else” automation series, LastActivity filter in segment
• Sample: Automations > Add ‘Wait X days since last activity,’ then ‘Send Email/SMS’ step

3.5. HubSpot — CRM Workflow
• Feature/Setting: Workflow Automation > Enrollment trigger: “Last Attended Class” date property
• Sample: Automation: Enrollment trigger > Send Email Action

3.6. Pipedrive — CRM Automation
• Feature/Setting: “Deal inactivity” trigger, automated email via Mailigen or integrated SMS
• Sample: Workflow Automation > Trigger: Last activity older than X days > Send Email

3.7. Salesforce — Process Builder
• Feature/Setting: Scheduled process, Criteria: Last Attendance Date > X days ago
• Sample: Flow: Record-triggered flow > Email Alert

3.8. Zoho CRM — Workflow Rules
• Feature/Setting: Time-based workflow for Inactive Clients
• Sample: Workflow Rule: Last Class Attended is X days ago > Send Email

3.9. Slack — Channel/Direct Notification
• Feature/Setting: Incoming Webhooks or Workflow Builder, direct message to staff when a follow-up is triggered
• Sample: Webhook POST to channel with client re-engagement details

3.10. WhatsApp Business API
• Feature/Setting: Send WhatsApp message template on inactivity event
• Sample: API /v1/messages with to, template, parameters

3.11. Intercom
• Feature/Setting: Series or Product Tours: Automated chat message or email if inactive
• Sample: Series > Trigger: “User inactive X days” > Send chat/email

3.12. Klaviyo
• Feature/Setting: Flow for list/segment, “Inactive for X days” trigger
• Sample: Flow Trigger: ‘Has not opened email in X days’ > Send follow-up

3.13. Constant Contact
• Feature/Setting: List segmentation + Resend to non-openers
• Sample: Create segment with inactivity filter, schedule automated resend

3.14. Google Sheets
• Feature/Setting: Scheduled Script to check “last visit” column and trigger mail via Gmail API
• Sample: Script: If days(today()-last_visit) > X, send email

3.15. Freshdesk
• Feature/Setting: Automations > Ticket triggers for follow-up on “Dormant” tickets/clients
• Sample: Rule: If no activity in X days, send follow-up email

3.16. Zendesk
• Feature/Setting: Triggers/Automations, event “ticket/requester inactive X days”
• Sample: Automation: If last update > X days ago, send notification

3.17. Facebook Messenger API
• Feature/Setting: Send message using Send API to clients who have allowed communication
• Sample: POST /v11.0/me/messages with recipient, message, and inactivity trigger

3.18. Microsoft Teams
• Feature/Setting: Flow connector sending proactive message to trainer/staff channel
• Sample: Use HTTP request action in automated workflow

3.19. SurveyMonkey
• Feature/Setting: Automated survey to solicit feedback from inactive clients
• Sample: Scheduled Invitation via API based on inactivity list

3.20. Calendly
• Feature/Setting: Automated reminder email for lapsed bookings, integrate via webhook
• Sample: Workflow: if no new booking in X days, send invite reminder

3.21. SMSGlobal
• Feature/Setting: REST API to dispatch bulk follow-up SMS to inactive clients
• Sample: API POST /sms/send with client segment extracted from CRM

3.22. Telegram Bot API
• Feature/Setting: Send targeted message using bot for clients inactive in group/class chat
• Sample: POST /bot/sendMessage with user_id and inactivity message

3.23. GetResponse
• Feature/Setting: Workflow Automation on inactivity in contact segment
• Sample: Automation > If inactive X days, send message

Benefits

4.1. Ensures consistent outreach and minimizes client loss due to inactivity.
4.2. Saves staff time, prevents accidental neglect of at-risk clients.
4.3. Boosts class attendance and subscription renewal rates.
4.4. Enables multichannel engagement to maximize response likelihood.
4.5. Provides measurable analytics on re-engagement effectiveness.