Drip campaigns for new and inactive customers

Purpose

1.1. Automate onboarding, promotions, education, and re-engagement via scheduled, personalized communications targeting new and inactive B2B customers in the alcoholic beverage wholesale sector.
1.2. Increase buyer retention, reactivate lapsed clients, and guide new clients through product range, compliance, and order processes.
1.3. Deliver multi-channel sequences (email, SMS, WhatsApp, social) at defined intervals, adapting based on buyer behavior, engagement data, and purchase history.

Trigger Conditions

2.1. New customer profile is created in CRM or ERP.
2.2. Customer has not placed an order in a defined inactivity window (e.g., 30 or 60 days).
2.3. Change in contact status, e.g., opt-in/out updates, communication preferences, or updated segmentation (e.g., account type, region).
2.4. External trigger via API/webhook from e-commerce portal or sales dashboard.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Send SMS sequence via Twilio Programmable Messaging API; provide API key, sender number, and message templates for automated drip flows.
3.2. SendGrid
• Feature/Setting: Use SendGrid Marketing Campaigns API to schedule automated email series using dynamic contact lists and conditional logic.
3.3. Mailchimp
• Feature/Setting: Configure Customer Journeys with trigger-based logic tied to CRM updates or import; set up automation templates linked to inactivity tags.
3.4. HubSpot
• Feature/Setting: Utilize HubSpot Workflows tied to customer lifecycle events; define triggers based on deal inactivity, create “drip” branching for re-engagement.
3.5. ActiveCampaign
• Feature/Setting: Automations builder, trigger flows on new contact or field update; set IF/ELSE logic for drip emails and cross-channel follow-up.
3.6. Klaviyo
• Feature/Setting: Segmented flows for B2B, triggered by custom properties (account type/inactivity); schedule product education and promotional reminders.
3.7. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder with API/event triggers on contact inactivity; multi-step emails/SMS plus dynamic content targeting.
3.8. Zoho Campaigns
• Feature/Setting: Autoresponder series bound to CRM data changes; send inactivity-based reminders and new client onboarding drip emails.
3.9. Intercom
• Feature/Setting: Series Automation triggered by tags or inactivity events; combine email and in-app messaging based on account activity.
3.10. WhatsApp Business API
• Feature/Setting: Use “template messages” and flow logic; drip campaign API triggers for onboarding or re-engagement, with opt-in management.
3.11. Constant Contact
• Feature/Setting: Automated Email Series; trigger “welcome” and “we miss you” flows based on import or CRM sync.
3.12. Marketo
• Feature/Setting: Engagement Programs using Smart Campaigns triggered by inactivity criteria; nurture tracks scheduled for new/returning customers.
3.13. Pipedrive
• Feature/Setting: Workflow Automation on contact or deal changes; integrate with email automation tool for triggered drip sequences.
3.14. Brevo (ex-Sendinblue)
• Feature/Setting: Marketing Automation; trigger multi-channel sequences on ‘added to list’ or ‘X days since last order’ events.
3.15. Omnisend
• Feature/Setting: Automation Workflows, including cross-channel SMS and push; trigger on segment/subscriber updates.
3.16. Viber Business Messages
• Feature/Setting: Automated sequence API, send promotional or follow-up Viber messages to opted-in customers triggered by profile status.
3.17. Slack
• Feature/Setting: Scheduled messages or Slackbot reminders to sales/support teams when B2B clients hit inactivity thresholds.
3.18. Microsoft Teams
• Feature/Setting: Automated alerts in channels for sales/marketing activities triggered by account status in external CRM platform.
3.19. Facebook Messenger Platform
• Feature/Setting: Messenger Bots using webhook triggers from CRM; send automated onboarding or reactivation drip messages.
3.20. Shopify Plus
• Feature/Setting: Flow Automation—triggers on customer inactivity, use Liquid templating for personalized email/SMS sequences via connected apps.
3.21. Eloqua
• Feature/Setting: Program Canvas to route leads to onboarding or reactivation campaign based on inactivity/segment rules, with branching logic.
3.22. Iterable
• Feature/Setting: Workflow Studio with API/webhook event triggers, build multichannel, customer-journey-based drips for wholesale buyers.

Benefits

4.1. Rapid reactivation of lapsed customers increases order volume and account lifetime value.
4.2. Structured onboarding boosts early client engagement and informs about compliance, SKUs, and exclusive offers.
4.3. Consistent personalization across multiple platforms (SMS, email, social messaging) improves response rates.
4.4. Automated segmentation and triggers reduce manual workload for sales and marketing teams.
4.5. Data-driven campaign optimization and real-time analytics enhance campaign effectiveness and ROI.