Scheduled follow-up and re-engagement emails to past clients

Purpose

1.1. Reinstate aluminum supplier relationships by automating recurring follow-up and re-engagement campaigns to clients who have not purchased recently.
1.2. Ensure no customer is overlooked, reintroduce new products, reactivate dormant accounts, and maintain top-of-mind awareness.
1.3. Align sales/marketing team efforts, enabling targeted messaging for segmented client lists based on purchase history, volume, or inactivity period.
1.4. Deliver scheduled reminders or promotional offers, maximizing upsell/cross-sell opportunities and improving customer retention for wholesalers in metals industries.

Trigger Conditions

2.1. Absence of purchase or engagement from a client for a defined period (e.g., 30, 60, 90 days).
2.2. Re-entry of a client record with updated contact information or a new business unit.
2.3. Manual “re-engagement” tag applied in the CRM platform.
2.4. Scheduled recurring evaluation (e.g., weekly scan for inactive clients).
2.5. Negative change in account status or value (e.g., declining sales volume, “at-risk” flag).

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule with Email Alert – configure “Last Purchase Date” > 60 days, trigger standard/custom email template.

3.2. HubSpot
• Feature/Setting: Workflow automation “Re-engage past clients” with condition: “Last Interaction Date is more than 90 days ago”; use automated marketing email.

3.3. Zoho CRM
• Feature/Setting: Blueprint or Macro for “No Deal Activity”; API to trigger ‘send template email’ on inactivity.

3.4. Pipedrive
• Feature/Setting: Scheduler automation – if deal phase equals “Won” and activity overdue 60 days, send templated follow-up via connected email.

3.5. Mailchimp
• Feature/Setting: Automations > Classic Automations > “Retarget Contacts” for segments with inactivity; configure with client email list.

3.6. SendGrid
• Feature/Setting: Marketing Campaigns API – schedule recurring campaign to filtered email list via “/marketing/singlesends” endpoint.

3.7. Twilio SendGrid
• Feature/Setting: Use Inbound Parse Webhooks and Outbound Email API to manage and trigger responses dynamically.

3.8. ActiveCampaign
• Feature/Setting: Automations > “If Contact Not Engaged for X Days”; trigger message sequence or conditional branching.

3.9. Marketo
• Feature/Setting: Smart Campaigns – “Not Clicked in Last 60 Days”; flow step “Send Email”.

3.10. Microsoft Dynamics 365
• Feature/Setting: Power Automate with “When a record is updated/created” flow and delayed ‘send email’ action.

3.11. Freshsales
• Feature/Setting: Workflow Automation, Event-based trigger for inactivity, use “Send email” step for follow-up.

3.12. Copper CRM
• Feature/Setting: Workflow trigger on “last_contacted_date” property, push to Gmail API for draft/send.

3.13. Gmail APIs
• Feature/Setting: Scheduled Apps Script to scan for contacts with no replies in X days, auto-send template.

3.14. Outlook (Microsoft 365)
• Feature/Setting: Power Automate scheduling or “Delay Until” email flows for re-engagement.

3.15. Klaviyo
• Feature/Setting: Flows > Triggered by segment (inactive after X days), auto-send series.

3.16. Intercom
• Feature/Setting: Automated Messages – filter for “last seen” over X days; Trigger targeted email/chat reactivation.

3.17. Customer.io
• Feature/Setting: Segment-triggered Campaigns, “last_active_date” condition to push email sequence.

3.18. Brevo (formerly Sendinblue)
• Feature/Setting: Automated Workflows > “No Activity in X Days”, kick off re-engagement message.

3.19. Moosend
• Feature/Setting: Automation > “If subscriber hasn’t opened in Y days”, send follow-up campaigns.

3.20. Drip
• Feature/Setting: Workflow > “Has not engaged after X days”; send automated message sequence.

3.21. Constant Contact
• Feature/Setting: Email Automation > “Did not open last three emails”; enroll in re-engagement journey.

3.22. Emarsys
• Feature/Setting: Automation Center > Filter “Inactive contacts”; create scheduled outreach.

3.23. Elastic Email
• Feature/Setting: Event triggers for non-responsiveness; send notification message per rule set.

3.24. Mandrill
• Feature/Setting: Rules API, setup trigger for template emails based on inactivity metrics.

Benefits

4.1. Guarantees reliable and consistent outreach to inactive or lost aluminum supply clients.
4.2. Reduces manual tasks, decreasing labor hours while boosting conversion and win-back rates.
4.3. Supports detailed segmentation so high-value or strategic accounts receive personalized communications.
4.4. Improves sales funnel velocity for wholesalers by automatically nurturing cold leads.
4.5. Data-driven follow-up enables accurate reporting and campaign optimization in the metals industry context.