Re-engagement of inactive clients list on a scheduled basis

Purpose

1.1. Regularly identify clients who have not interacted or ordered appraisals within a preset timeframe.
1.2. Reconnect with inactive clients using personalized, sequenced messaging to drive retention and new appraisal requests.
1.3. Automate scheduling and dispatch of these messages via multiple channels (email, SMS, calls, ads, social, direct mail, CRM tasks).
1.4. Track engagement results and update client records based on response/outreach.
1.5. Integrate analytics to calibrate campaign timing, content, and channels for optimal re-engagement.

Trigger Conditions

2.1. Scheduled scan (e.g., weekly, monthly) of appraisal engagements via CRM/CSV/database/API.
2.2. Filter clients inactive beyond a defined threshold (30/60/90 days).
2.3. Optional: follows a failed renewal, abandoned appraisal request, or closed-lost deal event trigger.
2.4. Excludes clients with current/exclusion-status (e.g., recent contact, do not market, VIP, recent disputes).

Platform Variants

3.1. Salesforce
• Feature/Setting: Scheduled Apex job querying Contacts with LastActivityDate > 60 days; triggers process builder to send follow-up email using Salesforce Email Alerts.
3.2. Microsoft Dynamics 365
• Feature/Setting: Power Automate flow with recurrence trigger, executes advanced find for inactive leads, sends automated email via Dynamics 365 Marketing API.
3.3. HubSpot
• Feature/Setting: Active List with “Last contacted date” filter; Workflow auto-enrolls clients, sends sequenced emails using workflow triggers.
3.4. Mailchimp
• Feature/Setting: Segment list by last opened/clicked; Automation Campaign for lapsed contacts with template follow-ups.
3.5. ActiveCampaign
• Feature/Setting: Automations trigger on contact inactivity; “If/Else” splits to personalize email/SMS via Twilio integration.
3.6. Twilio
• Feature/Setting: Function using Twilio Studio, scheduled via Cron or API, for SMS/call tasks to inactive numbers.
3.7. Klaviyo
• Feature/Setting: Segment by “last seen” property; Flow sends reactivation emails/SMS series.
3.8. Google Sheets
• Feature/Setting: Apps Script scheduled trigger scans sheet; sends Gmail mail merge or triggers webhook to other pipelines.
3.9. Zoho CRM
• Feature/Setting: Scheduled custom function; invokes Zoho Campaigns API or CRM email/Tasks module for dormant contacts.
3.10. Pipedrive
• Feature/Setting: Workflow Automation on custom inactivity filter; sends personalized webhooks to email/SMS providers.
3.11. SendGrid
• Feature/Setting: Inactive contact segment; Marketing Campaigns API for triggered drip email sends, activity logging via Webhooks.
3.12. Intercom
• Feature/Setting: Auto-messages triggered on user inactivity (over X days) with custom email/WhatsApp push.
3.13. Constant Contact
• Feature/Setting: List segmentation based on activity date; Automated Email Series campaign setup.
3.14. Slack
• Feature/Setting: Scheduled workflow to post reminders or DM team to manually follow up; or push notifications for automated call tasks via bot API.
3.15. Outreach
• Feature/Setting: Sequence triggered via API/webhook for contacts inactive by X days; incorporates call, email, and LinkedIn task steps.
3.16. LinkedIn Sales Navigator
• Feature/Setting: Saved lead filter for inactivity; connection/message automation via LinkedIn API partners.
3.17. Facebook Ads
• Feature/Setting: Custom Audience based on email match and inactivity; launch retargeting campaign with API automation.
3.18. Shopify
• Feature/Setting: Schedule App/Flow for dormant customers; mail, SMS/discount offer using built-in Flow/Webhook.
3.19. Marketo
• Feature/Setting: Smart List on last activity; Triggered engagement program with multi-touch drip and scoring.
3.20. Monday.com
• Feature/Setting: Scheduled automation checks board for stale items; creates update/email task using integrations.
3.21. Airtable
• Feature/Setting: Automation script runs on custom view; sends email or triggers external webhook for re-engagement.
3.22. Freshsales
• Feature/Setting: Workflow automation for inactive leads; triggers email SMS using Sales Sequences.
3.23. WhatsApp Business API
• Feature/Setting: Scheduled outgoing message to inactive contacts, using template message and opt-out check.
3.24. Postmark
• Feature/Setting: API-based transactional message sequence for off-cycle engagement based on user inactivity.

Benefits

4.1. Systematic and consistent client re-engagement, reducing manual effort and oversight gaps.
4.2. Multi-channel outreach enhances response rates by matching client preferences.
4.3. Rapid feedback loop enables real-time adjustment of campaign cadence and content.
4.4. Direct impact on appraisal volume, retention rates, and lifetime client value with clear attribution analytics.
4.5. Scalable as contact database grows, maintaining personalization and compliance with opt-out/regulations.