Customer Communication & Feedback AutomationPurpose
1.2. Reinforce brand recall, offer special deals, and prompt renewed interest through personalized multi-channel campaigns.
1.3. Collect customer feedback to improve future retention initiatives.
1.4. Nurture inactive contacts to recover lost revenue and maintain an updated, responsive contact base.
1.5. Reduce manual follow-up workload for staff, ensuring consistent messaging and timing.
Trigger Conditions
2.2. CRM status indicates “inactive” or “no bookings scheduled.”
2.3. Email/SMS/call attempts logged as “unresponsive” or “no recent open/click.”
2.4. Customer included in quarterly dormant customer segment update.
Platform Variants
• Function/API: Programmable SMS – Configure trigger and sender ID for batch re-engagement texts.
3.2. SendGrid – Email Crafting
• Function/API: Marketing Campaigns – Use automation flows, dynamic templates, and recipient segmentation.
3.3. HubSpot – Workflow Automation
• Function/API: Workflows – Set inactive criteria trigger, map to email/SMS task assignment.
3.4. Salesforce – Journey Builder
• Function/API: Marketing Cloud API – Drag-and-drop path for email/SMS/call, exit on engagement.
3.5. ActiveCampaign – Conditional Messaging
• Feature: “If/Else” Action – Route contacts to dynamic re-engagement emails or SMS.
3.6. Mailchimp – Tagging & Automation
• Function/API: Customer re-tag and journey trigger for “inactive” list, custom email content.
3.7. Pipedrive – Activity Scheduler
• API: Activity endpoint – Auto-create follow-up task, log outcomes to contact.
3.8. Google Sheets – Data Lookup
• API: Google Sheets API – Query rows by last service date, mark eligible for campaign.
3.9. Slack – Internal Notification
• API: Incoming Webhooks – Notify team on campaign launch and customer responses.
3.10. Airtable – CRM/Segmentation
• API: Airtable Automations – Run filters, create “inactive” view, schedule bulk update.
3.11. Zoho CRM – Custom Functions
• Feature: Deluge Scripts – Automate status update and launch outbound emails/SMS.
3.12. Intercom – Multi-Channel Outbound
• API: Conversations – Segment and send series to dormant users.
3.13. Zendesk – Ticket Trigger
• Function: Automation Triggers – Auto-create follow-up tickets for aged contacts.
3.14. Outlook 365 – Scheduled Mail
• Feature: Power Automate flow to send personalized re-engagement emails.
3.15. Facebook Messenger – Marketing API
• API: Send API – Start chat-based reminders for rebooking.
3.16. WhatsApp Business API – Reminders
• API: Send Message – Template messages to prompt old clients.
3.17. Trello – Campaign Board Integration
• API: Card automation – Move contacts to “Re-engage” list when eligible.
3.18. SurveyMonkey – Feedback Collection
• API: Email survey invitations for feedback after outreach.
3.19. Calendly – Booking Prompt
• API: Embed booking calendar in all re-engagement emails and SMS.
3.20. Google Ads – Customer Match
• API: Upload “inactive” segment to run remarketing ads.
3.21. Shopify – Personalized Offers
• API: Customer API – Trigger exclusive discount emails for HVAC duct cleaning.
3.22. Klaviyo – Multi-Touch Flow
• Feature: Flow builder – Schedule, stagger, personalize multi-channel messages.
Benefits
4.2. Ensures consistent, timely messaging without manual oversight.
4.3. Diversifies outreach—covering SMS, email, calls, and social channels for higher reach.
4.4. Reduces customer churn and improves retention rates.
4.5. Captures valuable feedback while keeping data and contact lists current.