Customer re-engagement and win-back sequences

Purpose

1. To automate the process of re-engaging inactive Chrysler dealership customers and win back lost leads through personalized, timely marketing and communication actions.

2. Automates detection of dormant customer accounts and schedules multi-channel outreach, incentivizing customers to return or interact with dealership offers.

3. Streamlines contact workflows to maximize recoveries, automates follow-ups, and automates tailored communications for higher customer retention.

Trigger Conditions

1. Customer inactivity period matches pre-set threshold (e.g., no purchase or service in 6 months).

2. CRM record shows a lost sale status or previous inquiry without closure.

3. Marketing campaign cadence reaches scheduled win-back phase.

4. Customer responses to prior re-engagement efforts.

Platform Variants

1. Salesforce

• Feature/Setting: Automation Rules → create automator flows based on inactivity filters and lost lead statuses.
  
• API: Trigger Lead/Contact workflow; POST/GET to /services/data/vXX.X/actions/custom/flow.
  

2. HubSpot

• Feature/Setting: Workflow Automation → automate scheduled sequences for re-engagement; set triggers on deal inactivity.
  
• API: POST /automation/v3/workflows/{id}/enrollments.
  

3. Twilio SMS

• Feature/Setting: SMS Campaigns → configure automator to send re-engagement texts; use trigger template messaging.
  
• API: POST /2010-04-01/Accounts/{AccountSid}/Messages.json.
  

4. SendGrid

• Feature/Setting: Automated Email Marketing → set automated drip campaign for win-back; define triggers by segmentation.
  
• API: POST /v3/mail/send.
  

5. Mailchimp

• Feature/Setting: Customer Journey Builder → automate win-back emails via journey triggers.
  
• API: POST /automations/{workflow_id}/emails.
  

6. ActiveCampaign

• Feature/Setting: Contact Automations → set up activity-based win-back automations.
  
• API: POST /api/3/contacts/automations.
  

7. Zoho CRM

• Feature/Setting: Workflow Rules → automate actions on customer dormancy status.
  
• API: POST /crm/v2/Leads/actions/convert.
  

8. Pipedrive

• Feature/Setting: Automations → inactivity triggers for lost deals and auto activities.
  
• API: POST /v1/activity.
  

9. Klaviyo

• Feature/Setting: Automated Flows → create win-back automator sequences via time-based triggers.
  
• API: POST /v1/flow-actions.
  

10. Intercom

• Feature/Setting: Automated Messaging → schedule win-back messages based on contact events.
  
• API: POST /messages.
  

11. Slack

• Feature/Setting: Workflow Builder → send automated internal alerts for key win-back events.
  
• API: POST /chat.postMessage.
  

12. Microsoft Teams

• Feature/Setting: Power Automate Flows → automate notifications and action-plan tasks.
  
• API: POST /v1.0/teams/{team-id}/sendActivityNotification.
  

13. Facebook Messenger

• Feature/Setting: Campaign Scheduler → automate chatbot follow-up for win-back.
  
• API: POST /me/messages.
  

14. WhatsApp Business API

• Feature/Setting: Automated Templates → send bulk win-back messages.
  
• API: POST /v1/messages.
  

15. Drift

• Feature/Setting: Playbooks → automate re-engagement chatbot dialogues.
  
• API: POST /conversations.
  

16. Zendesk

• Feature/Setting: Trigger-based Email and Ticket Automations → automate outreach to “inactive” contacts.
  
• API: POST /api/v2/triggers.
  

17. Keap

• Feature/Setting: Campaign Builder → automate return-customer journeys and SMS/email sequences.
  
• API: POST /v1/campaigns.
  

18. Google Ads

• Feature/Setting: Audience Automation → re-engage via dynamic retargeting ads.
  
• API: POST /customers/{customerId}/remarketingActions.
  

19. Constant Contact

• Feature/Setting: Automated Email Triggers → set up win-back automation sequences.
  
• API: POST /v2/emailmarketing/campaigns.
  

20. Shopify

• Feature/Setting: Automated Workflows via Flow → automates win-back for e-commerce customers of dealer merchandise or accessories.
  
• API: POST /admin/api/2024-01/orders.json.
  

Benefits

1. Redesigned automator workflows automate timely re-engagement of dormant leads, improving sales pipeline health.

2. Automated, multichannel customer win-back efforts raise retention and reactivate lost revenue streams.

3. Automation reduces manual outreach dependency, increasing team productivity.

4. Improved customer satisfaction via relevant, timely, and personalized automated messages and offers.

5. Automating campaign analytics and feedback enables continuous optimization for higher win-back rates.