Purpose
1. Automate the identification and re-engagement of customers who have been inactive for a predetermined period, automatically increasing customer retention, sales, and brand loyalty for Filipino grocery stores.
2. Automatedly monitor purchase history and interaction records to target customers with relevant incentives, updates, and promotions.
3. Automating segmented marketing campaigns to win back lapsed customers by using personalized outreach across channels such as SMS, email, chat, and social media.
4. Automation ensures timely, consistent follow-up and maximizes the impact of re-engagement, reducing manual labor.
Trigger Conditions
1. Customer account or purchase inactivity exceeds a specified threshold (e.g., 30, 60, or 90 days).
2. Last visit date older than x period as recorded in CRM or POS.
3. No response to previous engagement efforts within set timelines.
4. Automated detection of milestone events (e.g., holidays, store anniversaries) to re-engage dormant customers.
Platform Variants
1. Twilio SMS
- Feature/Setting: Automated SMS workflow; use Twilio Messaging API to send targeted “We miss you!” messages.
- Sample: Configure Messaging API with custom inactivity triggers and customer merge fields.
2. SendGrid
- Feature/Setting: Automate batch email send using Marketing Campaigns API.
- Sample: Schedule engagement emails for lapsed customers via automation rules.
3. Mailchimp
- Feature/Setting: Automate journeys with inactivity-based triggers in Customer Journeys.
- Sample: Set up automated emails for users inactive >30 days.
4. ActiveCampaign
- Feature/Setting: Customer segmentation automation; use “Last activity date” trigger for re-engagement emails or SMS.
- Sample: Design automation with action path for dormant segment.
5. HubSpot
- Feature/Setting: Marketing workflows using “Contact inactive” trigger; send targeted email sequence.
- Sample: Set workflow to start when “Last activity is more than 30 days ago.”
6. Klaviyo
- Feature/Setting: Flow automation; inactivity metric-based trigger.
- Sample: Conditional split for customers with last order date >X days.
7. Zendesk
- Feature/Setting: Automate ticket creation for outbound calls to re-engage.
- Sample: Trigger based on inactivity tag in customer profile.
8. Facebook Messenger
- Feature/Setting: Automated bot sends offer when no activity for defined period.
- Sample: Use Messenger Platform’s Send API for scheduled triggers.
9. WhatsApp Business API
- Feature/Setting: Automated WhatsApp message for lapsed users.
- Sample: Configure with inactivity webhook for templated message sends.
10. Salesforce Marketing Cloud
- Feature/Setting: Automation Studio for journey automation based on last engagement date.
- Sample: Data-driven journeys with personalized content.
11. Shopify
- Feature/Setting: Flow automator; setup email/SMS send when customer activity drops.
- Sample: Automation with “Customer hasn’t purchased in X days.”
12. Google Ads
- Feature/Setting: Remarketing lists; automate audience targeting for display ads to inactive users.
- Sample: Schedule rule for show ads to email-matched lapsed customers.
13. Slack
- Feature/Setting: Automated reminders to staff for manual follow-up.
- Sample: Use Slack API for instant notification to sales team.
14. Intercom
- Feature/Setting: Automated chat outreach for lapsed web users.
- Sample: Triggered chat bot for customers absent 45 days.
15. Zoho CRM
- Feature/Setting: Workflow automation for task assignment or email for dormant contacts.
- Sample: Create rule with inactivity as criterion.
16. Pipedrive
- Feature/Setting: Automated activity notifications for pipeline contacts gone cold.
- Sample: Filter and auto-remind sales agent.
17. Airtable
- Feature/Setting: Changed record triggers with integrations; send re-engagement notifications automatically.
- Sample: Link inactivity field with email automation.
18. Constant Contact
- Feature/Setting: Automated email schedule based on last click/open.
- Sample: Set segment for “inactive past month,” send incentive email.
19. MoEngage
- Feature/Setting: Automated omnichannel journeys for lapsed segment.
- Sample: Define inactive user segment, set up push/email automation.
20. Viber
- Feature/Setting: Broadcast Viber message via Public Account API for win-back offer to dormant users.
- Sample: Schedule automated promo with inactivity filter.
21. LINE Messaging API
- Feature/Setting: Automated templated message to dormant customers.
- Sample: Trigger with non-interaction threshold.
22. SMSGlobal
- Feature/Setting: Bulk SMS automation for customer inactivity WINBACK campaign.
- Sample: Schedule sends to segment filtered by last contact date.
Benefits
1. Automates the entire process of monitoring and targeting lapsed customers for re-engagement, boosting revenue.
2. Automated campaigns save time and enable marketing teams to focus on strategy over repetitive outreach.
3. Consistent automation improves customer experience and increases likelihood of return visits.
4. Omnichannel automating reaches more customers in their preferred medium for high responsiveness.
5. Automator logic allows for scale, rapid adaptation, and easy adjustment of inactivity criteria for ongoing optimization.