Win-back campaigns for inactive customers

Purpose

1.1. Re-engage customers who have not made purchases within a specified period, utilizing personalized communication to encourage return visits and repeat orders for Amish furniture offerings across showroom, online, and catalog channels.
1.2. Segment inactive customers by last purchase date, total spend, and product preference, delivering tailored incentives (discounts, early access) and nurturing brand loyalty within the Amish-made furniture niche.
1.3. Automate multi-channel campaigns for time-bound win-back flows, reducing manual workload and ensuring consistent follow-up.

Trigger Conditions

2.1. Customer last interacted/purchased >90 days ago.
2.2. Absence of recent email/SMS/list engagement within X days.
2.3. Specific lifecycle event (e.g. anniversary of last order, holiday season).
2.4. Data change—'inactive' tag applied in CRM.
2.5. Web behavior showing diminished activity (site visits, abandoned carts).

Platform Variants

3.1. Salesforce:
• Trigger: Set Process Builder to detect Opportunity inactivity; Action: Send Flow-triggered Email Alert.
3.2. Klaviyo:
• Flow Trigger: Placed Order zero times since X days; Action: Email Campaign with personalized content.
3.3. HubSpot:
• Workflow: “Last purchase date” property, If >90 days, enroll contact in re-engagement sequence; API: POST /email/public/v1/singleEmail/send.
3.4. Mailchimp:
• Feature: Customer Journey Builder with inactivity trigger (>90 days no purchase); Action: Send win-back email.
3.5. ActiveCampaign:
• Automation: Date-based trigger linked to last order field; Action: Send targeted win-back offer.
3.6. Zendesk:
• Trigger: Inactive tag addition in Support; Action: Send a survey or reactivation proposal.
3.7. Twilio SMS:
• API: POST /Messages for segmented bulk SMS with custom win-back codes.
3.8. SendGrid:
• API: /mail/send with dynamic template for lapsed users' email notifications.
3.9. Freshsales:
• Workflow: Time-lapse from “Closed-Won” stage, triggers “re-engagement email”; Action: Create Task for Sales follow-up.
3.10. Shopify Flow:
• Automation: No order in 3 months; Action: Tag and trigger email discount.
3.11. Intercom:
• Rule: Last seen >X days AND tag=customer; Message Series pushed.
3.12. Pipedrive:
• Workflow Automation: Filter by last deal update >90 days; auto-create reactivation follow-up.
3.13. Constant Contact:
• Trigger: Contact inactive for period; Action: Win-back drip email campaign.
3.14. WooCommerce:
• Extension: AutomateWoo; Rule—customer no order X days; trigger coupon email.
3.15. Zoho CRM:
• Workflow: No deal activity after Y days; Action: Automated email with reactivation offer.
3.16. Microsoft Dynamics 365:
• Power Automate Flow: Inactive lead; trigger personalized outreach or task.
3.17. Marketo:
• Smart Campaign: Filter for inactivity; Action: Send re-engagement email.
3.18. Drip:
• Workflow: Inactivity Node; Action: Personalized discount email.
3.19. Omnisend:
• Automation: Customer lapsed trigger; Action: Multi-channel (email/SMS/push) offer.
3.20. Google Ads:
• API: Customer Match segment for previously active; display remarketing offer.
3.21. Facebook Ads:
• Custom Audience API: Email upload of inactive users, start re-engagement campaign.
3.22. Slack:
• Workflow: Internal notification to sales team when high-value customer lapses.
3.23. Monday.com:
• Automation: Customer tag changed to 'inactive'; assign task to account manager for direct outreach.
3.24. Segment:
• Source: Website/Shop events; Trigger: ‘inactive’ property set; Destination: email/SMS campaign tool.

Benefits

4.1. Increases customer lifetime value by recapturing lost revenue.
4.2. Reduces manual review and follow-up, enabling marketing team scale.
4.3. Enables timely, personalized communication, boosting response rates.
4.4. Provides actionable insights from return or opt-out responses.
4.5. Maintains customer database hygiene by segmenting active vs lapsed users for tailored future outreach.