Customer Engagement & MarketingPurpose
1.2. Use customer data to automate targeting with personalized offers and reminders, automating increased visit frequency.
1.3. Automator drives tailored promotions (e.g., discounts on favorites) to re-capture lost interest, automate loyalty, and automate feedback collection.
1.4. Ensure all automatable communication channels are leveraged for maximum reach through automated workflows.
Trigger Conditions
2.2. Automating triggers based on missed reservation anniversaries, birthdays, or coupon usage inactivity.
2.3. Automated audience identification from CRM or POS system inactivity flags.
Platform Variants
• Feature/Setting: Automated SMS; Use “Create Message” API with phone number and template, automating reminders.
• Sample: Configure automated trigger for “Last Order Date > 60 days.”
3.2. SendGrid
• Feature/Setting: Scheduled Email; use “Mail Send” API to automate personalized emails to inactive users.
• Sample: Set up automation with filters on user segment “inactive > 30 days.”
3.3. Mailchimp
• Feature/Setting: Customer Journeys; automated reactivation emails with targeted content segmenting inactive contacts.
• Sample: Use “Customer Journey Builder” flow for “last opened/clicked > 60 days.”
3.4. HubSpot
• Feature/Setting: Workflow Automations; automate task and email sequences to reengage leads.
• Sample: Configure if “contact last engagement date” is stale, automate campaign.
3.5. Salesforce
• Feature/Setting: Process Builder; automates lead engagement processes for stale opportunities.
• Sample: Define rule “Status = Inactive”, trigger automated email offer.
3.6. ActiveCampaign
• Feature/Setting: Automated email sequence; use “Automations” builder to schedule drip emails.
• Sample: Trigger by “subscriber last engaged date.”
3.7. WhatsApp Business API
• Feature/Setting: Automated conversation flows; send automated template messages to dormant users.
• Sample: Webhook with user inactivity trigger.
3.8. Facebook Messenger Platform
• Feature/Setting: Automated Messenger bots; deliver engagement messages with special offers.
• Sample: Use APIs for “last interaction > X days.”
3.9. Google Ads
• Feature/Setting: Automated Customer Match; retarget inactive profiles with automated display ads.
• Sample: Import email list and launch “Engagement” campaign.
3.10. Klaviyo
• Feature/Setting: Automated flows; re-engagement segments based on last opened/clicked or purchased.
• Sample: “Customer hasn’t purchased in 60 days” trigger.
3.11. Zapier
• Feature/Setting: Multi-platform automator; automated re-engagement by connecting CRM to mail/SMS apps.
• Sample: “New inactive in CRM” → trigger campaign.
3.12. Intercom
• Feature/Setting: Automated messages; send automated push, email, or in-app engagement reminders.
• Sample: “Last seen” trigger-action flow.
3.13. Zendesk
• Feature/Setting: Triggered macros for automated email/SMS follow-up on inactive support tickets.
• Sample: Macro for “last customer reply X days ago” triggers re-engagement offer.
3.14. Slack (via integrations)
• Feature/Setting: Channel alerts for teams; automate notifying staff about inactive VIPs for personalized outreach.
• Sample: CRM → Slack automated alert.
3.15. Shopify
• Feature/Setting: Automated marketing emails; “Customer Inactivity” segment automation.
• Sample: Post-purchase automated marketing rule for lapse.
3.16. Pabbly Connect
• Feature/Setting: Multi-app automator; automate list segmentation and campaign starts.
• Sample: CRM inactivity → triggers email in Mailchimp.
3.17. MoEngage
• Feature/Setting: Automated multi-channel campaigns; re-engagement flows for push, SMS, email.
• Sample: Segment: inactive > automated journey.
3.18. Braze
• Feature/Setting: Automated user journey builder for re-engagement.
• Sample: Trigger via “no purchase/activity X days.”
3.19. Iterable
• Feature/Setting: Automated campaign workflows; orchestrate SMS, push, and email sequences.
• Sample: Filter: “inactive in last 45 days,” trigger series.
3.20. Freshmarketer
• Feature/Setting: Automated segmentation; send campaign when inactivity detected.
• Sample: Automated rule: “Order gap detected.”
3.21. Constant Contact
• Feature/Setting: Automated email series to lapsed users.
• Sample: Schedule rule – if “hasn’t opened/clicked in 60 days,” automate campaign.
Benefits
4.2. Automating campaigns saves CRM/marketing staff time, delivers timely campaigns.
4.3. Ensures all automatable segments receive tailored incentives, maximizing response rate.
4.4. Automator-driven consistency across platforms, improving ROI and loyalty.
4.5. Automated feedback follow-up can help refine future automations for higher engagement.