Lost lead re-engagement campaigns

Purpose

1.1. Re-engage prospective students who did not complete the enrollment process or stopped interacting after initial inquiry.
1.2. Increase conversion rates by nurturing lost leads back into the admissions funnel through personalized communication.
1.3. Automate outreach to maximize staff efficiency, maintain a warm pipeline, and uncover reasons for drop-off.
1.4. Support data-driven discovery of common barriers, refine lead management, and improve future engagement strategies.

Trigger Conditions

2.1. Lead status changes to “Lost” or “Not Responsive” in CRM.
2.2. No inbound activity, replies, or clicks within defined time (e.g., 14/30/45 days) after last touchpoint.
2.3. Scheduled workflow/automation periodic scan for unengaged leads.
2.4. Manual or system-flagged leads marked as “Drop-out” or “Unsuccessful follow-up”.

Platform variants

3.1. Salesforce
• Feature/Setting: Process Builder/Flows; configure automated email/SMS on Lead status change.
• API: /services/data/vXX.X/sobjects/Lead/updated

3.2. HubSpot
• Feature/Setting: Workflows; trigger automated sequence for “Lost” leads.
• API: POST /crm/v3/objects/contacts

3.3. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow; schedule re-engagement task or email.
• API: PATCH /contacts({contactid})

3.4. Zoho CRM
• Feature/Setting: Workflow Rule; send follow-up or assign task.
• API: PUT /crm/v2/Leads/{lead_id}

3.5. ActiveCampaign
• Feature/Setting: Automated drip campaigns; trigger re-engagement email series.
• API: POST /api/3/contacts

3.6. Mailchimp
• Feature/Setting: Customer Journey Builder; automate win-back flow for list segments.
• API: POST /lists/{list_id}/members

3.7. Pipedrive
• Feature/Setting: Automation; auto-send templated emails on deal “Lost” status.
• API: PUT /deals/{id}

3.8. Marketo
• Feature/Setting: Smart Campaign; trigger re-engagement based on inactivity.
• API: POST /rest/v1/leads.json

3.9. Twilio SMS
• Feature/Setting: Programmable SMS; schedule multi-step text outreach.
• API: POST /2010-04-01/Accounts/{AccountSid}/Messages.json

3.10. SendGrid
• Feature/Setting: Automated email sequences; set automation on segmentation.
• API: POST /v3/mail/send

3.11. Intercom
• Feature/Setting: Series; trigger messaging for inactive contacts.
• API: POST /contacts

3.12. Freshsales
• Feature/Setting: Workflow automations; task and email reminder to sales.
• API: PATCH /leads/{lead_id}

3.13. Gmail
• Feature/Setting: Scheduled emails via Google Apps Script or Add-ons.
• API: POST /gmail/v1/users/me/messages/send

3.14. Slack
• Feature/Setting: Channel notifications on lost leads; re-engagement reminders.
• API: POST /chat.postMessage

3.15. WhatsApp Business API
• Feature/Setting: Automated outbound messaging for cold leads.
• API: POST /v1/messages

3.16. Keap (Infusionsoft)
• Feature/Setting: Automations (Sequences) for win-back.
• API: POST /contacts

3.17. Outreach.io
• Feature/Setting: Automated sequences targeting cold leads.
• API: POST /prospects

3.18. Monday.com
• Feature/Setting: Automation; notify/reassign disengaged leads.
• API: POST /v2

3.19. Drip
• Feature/Setting: Campaign workflows for lapsed prospects.
• API: POST /v2/subscribers

3.20. Copper CRM
• Feature/Setting: Workflow Automation for lead status.
• API: PATCH /leads/{id}

3.21. Pipefy
• Feature/Setting: Automation Rules; trigger email/SMS on “Lost” card.
• API: POST /cards/{id}/phases

3.22. Constant Contact
• Feature/Setting: Automated Email Resend for non-engaged users.
• API: POST /contacts/sign_up_form

Benefits

4.1. Automatic detection and swift action for lost leads.
4.2. Higher reactivation rates, increasing enrollments and ROI.
4.3. Reduced manual workload and faster admissions cycles.
4.4. Improved understanding of prospect barriers and refined future campaigns.
4.5. Consistent, multi-channel follow-up ensuring no potential student is overlooked.