Customer Relationship and Marketing AutomationPurpose
1.2. Drives automated communication cycles that target lapsed customers through personalized multi-channel contact, automating segmentation, offer delivery, and follow-up tasks.
1.3. Automates tracking of engagement data, enabling businesses to optimize future re-engagement efforts and improve retention rates.
1.4. Automating this process ensures no potential sale is overlooked due to staff oversight and deliver timely, relevant marketing material.
Trigger Conditions
2.2. Automated CRM inactivity flag or lapsed fence supply purchase behavior detected.
2.3. Failure to open last X email campaigns triggers automation workflow.
2.4. Completed fence project with no upsell/cross-sell engagement in N days.
Platform Variants
• Feature/Setting: Programmable Messaging API; automate/send SMS reminders or offers to inactive customers using customer inactivity triggers.
3.2. SendGrid
• Feature/Setting: Automated Email Campaigns; configure scheduled re-engagement emails to lapsed customer segments.
3.3. Salesforce
• Feature/Setting: Marketing Cloud Journey Builder; automates multi-step reactivation journeys based on CRM inactivity fields.
3.4. HubSpot
• Feature/Setting: Workflow Automator; triggers automatable emails and task creation on contact inactivity.
3.5. Mailchimp
• Feature/Setting: Customer Journey Automations; automate re-engagement series with custom delays and offers.
3.6. ActiveCampaign
• Feature/Setting: Automated Pipelines; build automations that trigger based on last activity date.
3.7. Klaviyo
• Feature/Setting: Automated Flow Triggers; set inactivity properties and send reactivation emails.
3.8. Zoho CRM
• Feature/Setting: Workflow Automation; triggers customer follow-up tasks and emails based on inactivity.
3.9. Microsoft Power Automate
• Feature/Setting: Scheduled Flows; automates inactivity checks in customer database and sends targeted messages.
3.10. Google Ads
• Feature/Setting: Customer Match API; automate retargeting ads for inactive email lists.
3.11. Facebook Ads
• Feature/Setting: Custom Audience API; retarget lapsed customers with automated campaigns.
3.12. Zendesk
• Feature/Setting: Automated Ticket Creation; triggers service follow-up requests for inactive customers.
3.13. Pipedrive
• Feature/Setting: Automation Workflows; send reminders to sales reps for re-engagement outreach.
3.14. Intercom
• Feature/Setting: Automated Messaging; send automated chat/messages after period of inactivity.
3.15. Constant Contact
• Feature/Setting: Automated Email Triggers; schedule reactivation emails to dormant customer lists.
3.16. Shopify
• Feature/Setting: Flow App; automates discounts to returning customers after inactivity period.
3.17. Marketo
• Feature/Setting: Smart Campaigns; trigger automatable re-engagement emails based on inactivity data.
3.18. Outreach.io
• Feature/Setting: Sequence Automator; re-engagement email or task series on dormant accounts.
3.19. Freshsales
• Feature/Setting: Workflow Automation; assign follow-up calls or emails when a customer lapses.
3.20. Gorgias
• Feature/Setting: Automated Macros; trigger agent follow-ups for inactivity flagged customers.
3.21. Pipefy
• Feature/Setting: Workflow Automation; send automatable reminders to inactive wholesale accounts.
3.22. Bitrix24
• Feature/Setting: CRM Automation Rules; trigger customer win-back calls or emails after inactivity.
3.23. Oracle Eloqua
• Feature/Setting: Program Canvas; automates complex multichannel re-engagement campaigns for dormant segments.
Benefits
4.2. Automates complete customer retention cycles, reducing manual follow-ups and improving actionable insights.
4.3. Automating communications ensure timely, relevant re-engagement, thus lifting conversion rates and ROI.
4.4. Maintains active pipeline by automating nurture flows and win-back campaigns, tailored for fencing retail.
4.5. Reduces human error and ensures systematic customer relationship automation for repeat business.