Customer re-engagement campaigns

Purpose

 1.1. Identify, segment, and automatically reach out to previous, inactive, or infrequent industrial compressor customers.
 1.2. Deliver personalized offers, maintenance reminders, warranty updates, or cross-sell relevant air compressor services and products.
 1.3. Optimize sales cycles for wholesale buyers by nurturing leads back into active business relationships.
 1.4. Ensure communication compliance across SMS, email, WhatsApp, or phone with message tracking and opt-out handling.
 1.5. Integrate with CRM, ERP, or e-commerce systems to leverage up-to-date account and purchase history for precise targeting.

Trigger Conditions

 2.1. Customer purchase inactivity threshold exceeded (e.g., 12+ months since last order).
 2.2. CRM status changes to 'lost', 'inactive', or 'follow-up required'.
 2.3. Warranty or maintenance due date approaches with no recent appointment set.
 2.4. New promotions or products released relevant to a past purchase.
 2.5. Customer requested quote but did not confirm within a set period.
 2.6. Automatic detection of positive engagement on previous campaigns.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: Messaging API — configure messaging service SID, set template: "Hello [Name], we miss you! Here’s 10% off your next compressor order. Reply STOP to opt-out."
  • Webhook for inbound replies to sync opt-out status in CRM.

 3.2. SendGrid
  • Feature/Setting: Automated email campaign — use Dynamic Templates API, integrate list segmentation rules with triggers for non-engaged customers.

 3.3. Mailchimp
  • Feature/Setting: Customer journey builder — trigger workflow based on custom event (last purchase date), use merge tags for personal offers.

 3.4. HubSpot
  • Feature/Setting: Workflow automation — enroll contacts in 'Re-engagement' sequence when 'last order' property exceeds threshold.

 3.5. Salesforce
  • Feature/Setting: Process Builder — trigger task creation or email, update account record, log all communications.

 3.6. ActiveCampaign
  • Feature/Setting: Automation builder — create 'Contact Tag Added: Lapsed' triggers, send multichannel campaigns.

 3.7. Zoho CRM
  • Feature/Setting: Blueprint and workflow rules — trigger actions when customer moves into 'inactive' stage.

 3.8. WhatsApp Business API
  • Feature/Setting: Template sender — approved message templates auto-trigger from last purchase inactivity.

 3.9. Facebook Messenger
  • Feature/Setting: Messenger Platform — automated re-engagement flows via Persistent Menu and Message Tag: "post-purchase update".

 3.10. Google Ads (Customer Match)
  • Feature/Setting: Upload CRM segments — automate custom re-engagement ad campaigns with audience targeting.

 3.11. LinkedIn Matched Audiences
  • Feature/Setting: Automate audience list uploads, trigger campaign for re-engagement of business buyers.

 3.12. Pardot (Account Engagement)
  • Feature/Setting: Engagement Studio — segment by 'Last Activity' and schedule automated nurturing emails.

 3.13. Klaviyo
  • Feature/Setting: Flow triggers — conditional logic for 'X months since last order', run multi-channel workflow.

 3.14. Slack
  • Feature/Setting: Webhooks to alert sales team in specific channel when a large client becomes dormant.

 3.15. Microsoft Teams
  • Feature/Setting: Power Automate trigger — send alert on dormant accounts, prompt manual or automated follow-up.

 3.16. Intercom
  • Feature/Setting: Inbox Automation — rule-based customer follow-up via chat, email, or push.

 3.17. Pipedrive
  • Feature/Setting: Workflow Automation — trigger scheduled email or activity when deal moves to 'lost/inactive'.

 3.18. Freshsales
  • Feature/Setting: Auto-profile lapsed accounts, trigger automated sequence for renewal or buying intent recapture.

 3.19. Shopify Plus
  • Feature/Setting: Flow app automation — triggers based on customer order tag 'inactive', send marketing email or SMS.

 3.20. Amazon SNS
  • Feature/Setting: Publish topic — trigger SMS or push re-engagement notifications programmatically.

Benefits

 4.1. Boosts repeat sales and contractual renewals for air compressor wholesale deals.
 4.2. Reduces churn by proactive customer outreach before they switch brands.
 4.3. Automates routine follow-ups, minimizing manual workload for sales and marketing teams.
 4.4. Maintains compliance with communication preferences and unsubscribe requests.
 4.5. Enhances account-based marketing precision with activity-based, cross-channel messaging.
 4.6. Increases the ROI on existing CRM data with minimal setup for long-term, scalable customer engagement.