Customer Management & Marketing AutomationPurpose
1. Regain engagement from previously active customers who have not made a purchase or interacted within a set period (e.g., 90 days).
2. Deliver targeted offers, reminders, or exclusive incentives tailored to their previous airbrushing supply behavior.
3. Reduce churn and increase customer lifetime value through timed, automated outreach on email, SMS, or other channels.
Trigger Conditions
1. Customer account last activity or purchase exceeds X days (e.g., 60/90/180 days).
2. No recent response to newsletters or promotions for the same period.
3. Flagged as 'at-risk of churn' through CRM scoring.
4. Opted-in for marketing communications.
Platform Variants
1. Twilio SMS
- Feature/Setting: Use Twilio Studio/Programmable Messaging API with webhook for “inactive > 90 days”; Sample: trigger SMS flow from CRM inactivity event.
2. SendGrid
- Feature/Setting: SendGrid Marketing Campaigns API; Sample: create automation triggered by 'last_open' date.
3. Mailchimp
- Feature/Setting: Customer Journeys 'Date Inactivity' Trigger; Sample: Start journey when last purchase exceeds threshold.
4. Klaviyo
- Feature/Setting: “Win-back flow” with triggered segment; Sample: configure flow to email segment tagged “inactive 90 days.”
5. HubSpot
- Feature/Setting: Workflow Automation; Sample: trigger ‘Re-engage’ workflow based on deal inactivity.
6. ActiveCampaign
- Feature/Setting: Automation Builder; Sample: configure “If inactivity > 60 days, send win-back email.”
7. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder “Customer Dormancy” event; Sample: schedule SMS or email for dormant contacts.
8. Shopify Flow
- Feature/Setting: “Customer Inactive” trigger; Sample: automate email or SMS when no purchase after X days.
9. Omnisend
- Feature/Setting: Automation workflow template “Win-back”; Sample: activate sequence for idle subscribers.
10. Zendesk Sell
- Feature/Setting: Task Automation; Sample: create task/reminder for sales outreach to dormant customers.
11. Pipedrive
- Feature/Setting: Workflow Automation; Sample: trigger email/templates for no-contact deals.
12. Constant Contact
- Feature/Setting: Automated Email Series; Sample: set up series for contacts who haven't engaged for X days.
13. Zoho CRM
- Feature/Setting: Workflow Rules; Sample: trigger SMS or email when “Days since last purchase” exceeds threshold.
14. Intercom
- Feature/Setting: Series Automation; Sample: send targeted chat/email when inactivity criteria met.
15. Drift
- Feature/Setting: Playbooks with trigger on user inactivity; Sample: initiate bot outreach.
16. Brevo (formerly Sendinblue)
- Feature/Setting: Marketing Automation Workflow; Sample: inactivity-based reactivation flow.
17. Gorgias
- Feature/Setting: Macros for dormant customer outreach via helpdesk automation; Sample: auto-ticket or email.
18. Slack (for internal notification)
- Feature/Setting: Workflow Builder; Sample: notify sales/marketing to trigger manual follow-up.
19. Microsoft Power Automate
- Feature/Setting: Scheduled Flow with CRM API trigger; Sample: automate cross-platform outreach for flagged contacts.
20. Google Sheets
- Feature/Setting: Use Apps Script trigger on data update; Sample: auto-email via integrated mail API for flagged rows.
21. Viber Business Messages
- Feature/Setting: Automated campaign via API; Sample: send reactivation messages to mobile numbers.
22. WhatsApp Business API
- Feature/Setting: Template Message automation; Sample: automated WhatsApp to re-engage.
23. Facebook Messenger (via Messenger API)
- Feature/Setting: Scheduled or triggered message sequence to inactive page followers.
24. Zapier
- Feature/Setting: Multi-step Zap with inactivity filter to trigger win-back email/SMS workflow.
Benefits
1. Recovers lost revenue by enticing dormant customers.
2. Automates manual and repetitive follow-up processes, saving time.
3. Provides personalization at scale, increasing the chance of conversion.
4. Helps monitor and segment customer engagement trends for continuous improvement.