Marketing & Communication AutomationPurpose
1.2 Automatedly segment disengaged contacts, trigger behavior-based messaging, and automate win-back incentives.
1.3 Automate data-driven reactivation of lapsed customers through omnichannel outreach and feedback automating sequences.
Trigger Conditions
2.2 No response to last marketing campaign; inactivity flagged by CRM automation.
2.3 Customer flagged as dormant in subscriber engagement score automations.
Platform Variants
3.1 Twilio SMS
• Feature/Setting: Automate SMS campaign using Twilio Programmable Messaging API; sample: POST to /Messages with customer's mobile and win-back offer.
3.2 SendGrid
• Feature/Setting: Automatedly send re-engagement email blast via SendGrid Marketing Campaigns; configure conditional sends via /mail/send API.
3.3 Mailchimp
• Feature/Setting: Automate journey triggers for lapsed contacts; use Customer Journey Builder and Audience Activity triggers.
3.4 HubSpot
• Feature/Setting: Automated workflow in HubSpot Marketing Hub; trigger when Last Activity Date > 90 days, send personalized reactivation email.
3.5 ActiveCampaign
• Feature/Setting: Automate segmenting and automate re-engagement campaign with 'Has not opened in X days' automation in Campaigns.
3.6 Salesforce Marketing Cloud
• Feature/Setting: Automation Studio flow with Data Filter on ‘Last Tour Date’ field + Journey Builder triggered messages.
3.7 Klaviyo
• Feature/Setting: Automate flow trigger on ‘Date of Last Purchase’ property, encourage repurchase via automated sequence.
3.8 Pipedrive
• Feature/Setting: Automate activity-based triggers; use Workflow Automation to identify dormant contacts and send notification.
3.9 Zendesk
• Feature/Setting: Automate ticket creation if customer inactive; trigger custom automation to send win-back offer via email.
3.10 Intercom
• Feature/Setting: Automated message in-app and via email for 'silent' users using Smart Campaign logic.
3.11 Drip
• Feature/Setting: Automate workflow using 'Last purchase date' and 'No activity' triggers for targeted series.
3.12 Zoho CRM
• Feature/Setting: Workflow rule; trigger automated follow-up email to dormant leads based on inactivity.
3.13 Constant Contact
• Feature/Setting: Automate resend to non-engagers via ‘Resend option’ and scheduled reminders.
3.14 Facebook Messenger (Meta API)
• Feature/Setting: Automate message delivery using Messenger Send API to dormant subscribers with special return offers.
3.15 WhatsApp Business API
• Feature/Setting: Automated opt-in win-back campaign via templated broadcast after inactivity threshold.
3.16 Slack
• Feature/Setting: Automate internal team alerts using Incoming Webhooks when dormant VIP clients are detected.
3.17 Google Ads
• Feature/Setting: Automated Audience List updates; remarketing ads to dormant booking profiles via CRM–Google Ads integration.
3.18 Slack
• Feature/Setting: Automated alerts for dormant clients using Workflow Builder and scheduled reminders.
3.19 SurveyMonkey
• Feature/Setting: Automate feedback surveys to dormant customers, scheduling distribution via API when inactivity detected.
3.20 Microsoft Power Automate
• Feature/Setting: Automate scheduled dormant-customer emails from Outlook; trigger on CRM data updates.
3.21 Freshworks
• Feature/Setting: Automated workflow to re-engage inactive leads using Freshsales automation trigger settings.
3.22 Google Sheets
• Feature/Setting: Automated update and tracking of dormant contacts, triggers outbound actions through workflow scripts.
Benefits
4.2 Automator prevents manual oversight, ensuring consistent automation follows up.
4.3 Automates win-back offers based on inactivity data, improving reactivation rate.
4.4 Automates segmentation, personalizes outreach, and reduces labor in re-engagement processes.
4.5 Automating workflow provides measurable results in retention and customer lifetime value.