Customer Relationship AutomationsPurpose
1.2. Reinforce customer loyalty and drive in-store or online visits, targeting those who have not engaged within a defined period.
1.3. Collect data on customer interests, segment former buyers, and adapt inventory or marketing based on response analysis.
1.4. Reduce churn, increase repeat purchase rates, and maximize the lifetime value of previously disengaged contacts.
Trigger Conditions
2.2. Last email/SMS/call unopened or no response in past X touches.
2.3. Specific customer profile attribute flags, such as spending thresholds or visit frequency drops.
2.4. Inventory alignment with known previous purchases, e.g., arrival of similar antiques or collection items.
Platform Variants
• Feature/Setting: Automated SMS campaign via Programmable Messaging API; configure webhook for lapsed customer list to trigger pre-set win-back template.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; upload segmented CSV for lapsed users; schedule win-back sequence with dynamic content blocks.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder; set starting point as “No activity for X days,” configure email series with time delays and personalization.
3.4. ActiveCampaign
• Feature/Setting: Automation Workflow; trigger “Contact inactivity,” route to multi-channel win-back (email, SMS, site notification).
3.5. HubSpot
• Feature/Setting: Workflow Automation; “Time since last purchase/contact” trigger, branch follow-up messages and offers.
3.6. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; event-based initiation from CRM inactivity, personalized message variants per segment rules.
3.7. Klaviyo
• Feature/Setting: Flows; “Win-back Flow” template, map inactivity period, configure product recommendations.
3.8. Constant Contact
• Feature/Setting: Email Automation; inactivity-based triggers, merge antique inventory as dynamic content blocks.
3.9. Zoho CRM
• Feature/Setting: Workflow Rules; “Inactive for X days” criteria, integrate with email/SMS/phone campaign modules.
3.10. Pipedrive
• Feature/Setting: Activity Scheduler; auto-generate tasks for sales team follow-up on lapsed buyers.
3.11. Facebook Ads (Meta Business Suite)
• Feature/Setting: Custom Audiences retargeting API; upload lapsed list, configure “come back” offer ads.
3.12. Google Ads
• Feature/Setting: Customer Match; sync lapsed customer list, set up remarketing campaign for in-store or online return.
3.13. Shopify
• Feature/Setting: Flow Automation; create workflow for order inactivity, trigger email or SMS using Shopify Email or partner app.
3.14. WooCommerce
• Feature/Setting: Follow-ups extension; schedule targeted emails based on last order date.
3.15. Intercom
• Feature/Setting: Message Automation; set “Customer inactivity” rule, send chat or email win-back offers.
3.16. Drift
• Feature/Setting: Playbook Automation; trigger targeted bot messages or follow-up emails based on lapsed customer flag.
3.17. Zendesk
• Feature/Setting: Trigger-based macros; automate email re-engagement to users with closed but not repeated tickets.
3.18. Smartsheet
• Feature/Setting: Automated workflows; schedule emails to customers flagged as lapsed in sheet records.
3.19. Airtable
• Feature/Setting: Automation scripts; detect inactivity on record, send webhooks to marketing channels.
3.20. Typeform
• Feature/Setting: Automated survey delivery; trigger “we miss you” surveys to collect feedback from disengaged customers.
3.21. Slack
• Feature/Setting: Workflow Builder; notify teams about lapsed VIP clients for manual high-touch outreach.
3.22. WhatsApp Business API
• Feature/Setting: Send session messages to lapsed buyers, integrating “did you miss out?” templates.
Benefits
4.2. Strengthen loyalty by demonstrating personalized attention and relevance.
4.3. Optimize marketing spends via advanced segmentation and campaign automation.
4.4. Gain actionable insights from response patterns for inventory and campaign refinement.
4.5. Reduce manual sales effort with end-to-end, rule-based outreach.