Re-engagement workflows for inactive customers

Purpose

1.1. Automate re-engagement of inactive wholesale customers, boosting repeat business via personalized outreach and restoring lapsed relationships in the synthetic plant supply chain.
1.2. Automated workflows systematically detect inactivity, trigger multi-channel campaigns, and optimize reactivation using dynamic content, thus improving customer retention, reducing churn, and elevating sales pipeline health in the home decor industry.
1.3. Automating segmentation and follow-ups ensures responses at scale, captures feedback for inventory planning, and integrates data with CRM and ERP, powering a full-cycle automator for re-engagement scenarios.

Trigger Conditions

2.1. Automated inactivity detection based on last order date, login, or quote request exceeding set thresholds (e.g., 90 days).
2.2. Failed communication attempts, bounced emails, or non-responsiveness automate trigger escalation to alternate channels.
2.3. Automated segmentation by order value, product category, or prior engagement automates process granularity.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS API workflow; configure trigger on customer.last_purchase > 90 days; payload {"Body":"We miss you! Enjoy 10% off on your next order."}
3.2. SendGrid
• Feature/Setting: Marketing Automation; Automation Rule > Last Activity Date; automated email drip campaign pre-built templates
3.3. HubSpot
• Feature/Setting: Workflow automator; trigger: contact inactivity; enrollment criteria: Last Order ≥ 3 months; auto-send reactivation email
3.4. ActiveCampaign
• Feature/Setting: Automations > Trigger: Inactivity tag; Action: Automated series; API: POST /contacts
3.5. Mailchimp
• Feature/Setting: Customer Journeys; Condition: Inactive tag; automated send promo campaign; API: /automations
3.6. Salesforce
• Feature/Setting: Process Builder; Trigger: Last Order date; Action: Automated Task + Email Alert
3.7. Pipedrive
• Feature/Setting: Workflow Automation; Trigger: No deals in X days; Action: Automated email/send SMS via Twilio integration
3.8. Zoho CRM
• Feature/Setting: Workflow Rules; Event: Last Purchase Lapse; Action: Automated email, assign follow-up task
3.9. Klaviyo
• Feature/Setting: Flows; Trigger: Placed Order, No Order since; automatable SMS & email sequence
3.10. Google Sheets + Apps Script
• Feature/Setting: Time-driven trigger; Script checks last activity, automatedly sends re-engagement email via Gmail API
3.11. Slack
• Feature/Setting: Workflow Builder; Trigger: Data update from CRM; bot sends automated Slack message to sales team for manual call-out
3.12. Intercom
• Feature/Setting: Automated Series; Trigger: No chat in X days; send personalized message or email
3.13. Shopify Flow
• Feature/Setting: Condition: No purchase for 90 days; automated discount email workflow; trigger webhooks
3.14. Airtable Automations
• Feature/Setting: Time-based trigger on “Last Order”; automated email/send webhook payload
3.15. Constant Contact
• Feature/Setting: Automated Email Series; Segment: Inactive contacts; send re-engagement sequence
3.16. Drip
• Feature/Setting: Workflow builder; Trigger: Last Purchase; action: automated reactivation campaign
3.17. Keap (Infusionsoft)
• Feature/Setting: Campaign Builder; Trigger: Tag - Inactive; automates email/SMS sequence
3.18. WhatsApp Business API
• Feature/Setting: Automated message send; Template: inactivity outreach; send bulk re-engagement template
3.19. Zendesk
• Feature/Setting: Workflow Automations; Trigger: Contact inactive; automated ticket to sales agent
3.20. Dynamics 365
• Feature/Setting: Power Automate workflow; Trigger: Contact not updated; Action: Automated email & CRM record update
3.21. Facebook Messenger API
• Feature/Setting: Automated message trigger; Condition: 90 days of inactivity; send prebuilt reactivation flow
3.22. Typeform + Webhooks
• Feature/Setting: Post-inactivity survey; automatic webhook on non-response; automated resend/alert to team
3.23. Freshdesk
• Feature/Setting: Automations > Time triggers; condition: no ticket in 60 days; action: automated friendly check-in
3.24. Omnisend
• Feature/Setting: Automation; Trigger: Inactive Segment; multi-channel email/SMS workflow auto-send

Benefits

4.1. Automates recapturing lost revenue by re-engaging previously valuable customers in the wholesale synthetic plant segment.
4.2. Automated flows reduce manual sales outreach, freeing sales teams for prioritized leads.
4.3. Automation ensures consistent, timely contact and leverages cross-channel automatable experiences.
4.4. Data-driven automated adaptation improves offer personalization, ROI tracking, and re-engagement conversion scalability.