Automated win-back campaigns for dormant clients

Purpose

 1.1. Automate re-engagement efforts by targeting dormant catering equipment rental clients for corporate event services.
 1.2. Automates win-back campaigns via multichannel outreach, reminding inactive customers of new offerings, discounts, or updates.
 1.3. Drives customer retention and automates after-sales follow-ups to maximize recurring bookings and equipment rental frequency.
 1.4. Automates tailored incentive delivery—such as loyalty points, upgrades, or exclusive offers—to nudge lapsed clients to re-book.
 1.5. Enables continuous monitoring and automating of contact lists to dynamically identify dormant accounts without manual effort.

Trigger Conditions

 2.1. Automator activates triggers when a client has not rented equipment in a predefined period (e.g., 3, 6, or 12 months).
 2.2. Specific inactivity patterns, e.g., lack of response to last 2 campaigns, missed annual event, or no login to booking portal.
 2.3. Activation by CRM data change, e.g., customer status flagged as "dormant" or "at-risk".
 2.4. Automating triggers by analyzing failed communications, such as unopened emails or bounced messages over a set threshold.

Platform variants

 3.1. Twilio (SMS/Voice)
  • Feature/Setting: Automate SMS/voice campaign via Twilio Programmable Messaging API; set up automated flows to detect dormant users and send win-back offers, e.g., POST /Messages with trigger from CRM inactivity.

 3.2. SendGrid (Email)
  • Feature/Setting: Automating win-back email series using SendGrid Mail Send API, with dynamic templates and event-based triggers for dormant contacts.

 3.3. HubSpot
  • Feature/Setting: Automate workflow with "Deal inactivity trigger"; create series of automated follow-up emails and task notifications.

 3.4. Salesforce
  • Feature/Setting: Automate Process Builder or Flow Builder to trigger an automated campaign based on "Last Activity Date".

 3.5. Mailchimp
  • Feature/Setting: Automate Customer Journey using "API trigger" for segmenting and messaging dormant subscribers.

 3.6. ActiveCampaign
  • Feature/Setting: Automates targeted win-back sequences; use automations triggered by "Last engagement date".

 3.7. Intercom
  • Feature/Setting: Use automated message campaigns with "Last seen" or "Inactivity" triggers in customer profiles.

 3.8. Pipedrive
  • Feature/Setting: Automate workflow with "Deal stagnant for X days" trigger and webhook to reconnect dormant clients.

 3.9. Klaviyo
  • Feature/Setting: Automating flows triggered by "Hasn’t placed order since X date" event; deliver targeted email/SMS.

 3.10. Zoho CRM
  • Feature/Setting: Automate workflows and custom functions to send alerts when clients haven’t transacted in set periods.

 3.11. Slack
  • Feature/Setting: Automate internal reminders or win-back bot alerts using Slack Incoming Webhooks triggered by inactivity.

 3.12. Facebook Messenger (Meta API)
  • Feature/Setting: Automate dormant user detection via CRM, trigger Messenger win-back chatflows using Send API.

 3.13. Google Ads
  • Feature/Setting: Automating remarketing ads with Customer Match; sync CRM inactivity segments to update audience.

 3.14. WhatsApp Business API
  • Feature/Setting: Automate personalized win-back messages based on dormant status directly through Business API.

 3.15. Microsoft Dynamics 365
  • Feature/Setting: Automator configures Customer Insights to trigger win-back journeys via automated marketing emails.

 3.16. Marketo
  • Feature/Setting: Automate engagement programs with inactivity triggers and nurture paths for dormant leads.

 3.17. Freshsales
  • Feature/Setting: Use automation workflows to trigger email/SMS follow-ups when clients show no bookings for X days.

 3.18. Brevo (ex SendinBlue)
  • Feature/Setting: Automate campaign flows with "If contact has not opened/engaged in X days" triggers.

 3.19. Zendesk
  • Feature/Setting: Automate tickets to customer success team for re-engagement, triggered by inactivity via API.

 3.20. Monday.com
  • Feature/Setting: Automate board updates and reminders when client activity tracker flags dormant status.

 3.21. Calendly
  • Feature/Setting: Automate win-back messages with scheduling links for dormant clients using Webhook or API triggers.

Benefits

 4.1. Automated win-back campaigns free up staff time and increase client retention rates by consistently following up with lapsed clients.
 4.2. Automates personalized outreach, enabling scalable and tailored engagement without repetitive manual actions.
 4.3. Reduces risk of lost revenue from dormant accounts via proactive, automated communication based on real inactivity data.
 4.4. Re-engagement is measurable—automated analytics track campaign effectiveness and automate reporting on recovery rates.
 4.5. Enables cross-channel automation, ensuring clients are contacted on their preferred platforms for maximum impact.