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Re-engagement automation for dormant customers

Purpose:

1.1. Automate timely and targeted re-engagement of dormant customers in the safe & vault retail sector.
1.2. Automatedly deliver incentives, updates, and security product news to reactivate interest and drive repeat business.
1.3. Automating personalized outreach to reduce customer churn, increase lifetime value, and foster loyalty through relevant omnichannel communications.
1.4. Automate tracking and segmenting of inactive customers based on interaction or purchase inactivity duration.
1.5. Incorporate automation for follow-up, monitoring response, and updating CRM records upon customer actions.

Trigger Conditions:

2.1. Automate detection of customers with no purchases or interactions over a predefined period (e.g., 180 days).
2.2. Automated flagging based on last seen, last purchase, unopened campaigns, or lack of site visits.
2.3. Automatedly set triggers on marketing campaign non-responsiveness or unsubscribed status reversal.
2.4. Automator to initiate on demand or on schedule (weekly/monthly automation check).

Platform Variants:

3.1. Salesforce
• Feature/Setting: Flow Builder automation to launch “Dormant Customer Re-Engagement Flow”; configure Record-Triggered Flows on Account Last Activity Date.
3.2. HubSpot
• Feature/Setting: Automated Workflow “Re-engagement Email Series”; use Contact Property Last Engagement Date as a trigger.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder automation; set repetitive trigger on inactivity for segmented list.
3.4. SendGrid
• Feature/Setting: Automated Marketing Campaigns; schedule API-triggered emails based on customer last clicked/opened date.
3.5. Twilio SMS
• Feature/Setting: Studio Flow automation; configure Trigger by API (e.g., when marked dormant) to send SMS.
3.6. ActiveCampaign
• Feature/Setting: Automations for “Inactive Customer Follow-up”; trigger when custom field matches inactivity period.
3.7. Klaviyo
• Feature/Setting: Automated Flow “Winback”; use Predictive Analytics to automate timing of outreach.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules; set if Last Activity > X days, send automated email with promo code.
3.9. Pipedrive
• Feature/Setting: Workflow Automations; configure condition “Deal Inactive” to email/SMS dormant leads.
3.10. Omnisend
• Feature/Setting: Automation Workflow for “Customer Reactivation”; schedule multichannel outreach.
3.11. Shopify Flow
• Feature/Setting: Automated condition “Customer has not ordered in 6 months”; trigger email or discount codes.
3.12. Intercom
• Feature/Setting: Automated Campaigns; set Segment: Last seen over X days ago, send chat/email.
3.13. Freshmarketer
• Feature/Setting: Journey Automation; event-based triggers for inactivity, send personalized offers.
3.14. Customer.io
• Feature/Setting: Segment triggers for dormant status; automate series of re-engagement messages.
3.15. Viber Business API
• Feature/Setting: Automated messaging for retargeting; trigger inactive tag via API webhook.
3.16. WhatsApp Business API
• Feature/Setting: Automated templates for winback; schedule campaign using contact status via API.
3.17. Eloqua
• Feature/Setting: Program Canvas automation for inactive contacts; schedule reminders/campaigns.
3.18. Marketo
• Feature/Setting: Smart Campaign; automate trigger = Inactivity, send “We’d like you back” workflows.
3.19. Braze
• Feature/Setting: Canvas automation for “Churned Segment”; deliver omnichannel automated outreach.
3.20. Microsoft Power Automate
• Feature/Setting: Scheduled flow monitoring CRM inactivity; automate email/Teams message sequence.
3.21. Slack API
• Feature/Setting: Bots to automatedly alert internal sales of dormant customers from CRM update.
3.22. Zendesk
• Feature/Setting: Trigger automations to reopen or escalate dormant customer support tickets.

Benefits:

4.1. Automates growth of retention by consistently reaching out to dormant customer base.
4.2. Automated campaigns ensure no opportunity is missed for re-engagement.
4.3. Automation reduces manual workload for sales and marketing staff.
4.4. Automated data-driven processes enable personalized, timely, and relevant messaging.
4.5. Automator improves ROI by turning idle contacts into active buyers, supporting scalable growth.
4.6. Automated tracking and feedback loops enable constant optimization of winback strategies.

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