Customer reactivation campaigns for dormant clients

Purpose

1.1. Automatedly re-engage dormant clients in the glass retail sector using multi-channel outreach to recover lost revenue, boost customer lifetime value, and maintain mindshare.
1.2. Automate targeting of inactive contacts, deliver personalized marketing messages, and trigger follow-up actions based on real-time engagement and responses.
1.3. Automating data collection for campaign performance analytics and automatic segmentation for future automatable reactivation efforts.

Trigger Conditions

2.1. Automated when a customer record shows no purchase for X days (e.g., 365 days) in the CRM.
2.2. Trigger based on inactivity in email open/click logs.
2.3. Automator is activated when a client unsubscribes or their email bounces, flagging them for alternate outreach (e.g., SMS).
2.4. Triggered via workflow automation from loyalty point expiry or missed annual service reminders.

Platform Variants

3.1. HubSpot
• Feature/Setting: Workflow Automation – configure “Reactivation Sequence” and conditional branches for multi-channel follow-up.
3.2. Salesforce
• Feature/Setting: Process Builder/Flow – automated dormant customer detection and campaign assignment.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder – automating time-based inactive segment re-engagement emails.
3.4. SendGrid
• Feature/Setting: Automation API – trigger dynamic transactional emails via dormant tag rule.
3.5. Twilio SMS
• Feature/Setting: REST API – program automated SMS reminders and incentives for cold leads.
3.6. Facebook Messenger (Meta API)
• Feature/Setting: Automated message sequence via Messenger Platform and PSID matching.
3.7. ActiveCampaign
• Feature/Setting: Automation Split Automator – automated email, SMS, and site messaging by user state.
3.8. Pipedrive
• Feature/Setting: Workflow Automation – automate deal/contact “Last Activity” checks and trigger tasks.
3.9. Google Sheets
• Feature/Setting: Google Apps Script Trigger – automate detection of inactivity by date calculation.
3.10. Monday.com
• Feature/Setting: Automated “status change” workflows on contact tables indicating inactivity.
3.11. Zoho CRM
• Feature/Setting: Blueprint & Workflow Automator – automatic email/SMS triggers based on contact engagement scoring.
3.12. Microsoft Power Automate
• Feature/Setting: Flow trigger on SharePoint/Outlook inactivity log.
3.13. Klaviyo
• Feature/Setting: Flows Engine – automatically segment and send personalized reactivation email drips.
3.14. Slack
• Feature/Setting: Notification Workflow for internal reactivation task automating alerts to sales reps.
3.15. Intercom
• Feature/Setting: Series Automator – automate message flows for sales/customer success dormant leads.
3.16. Outlook 365
• Feature/Setting: Power Automate connector – automated mail merge to flagged dormant users.
3.17. WhatsApp Business API
• Feature/Setting: Automated message triggers via templated outreach when user inactivity detected.
3.18. Notion
• Feature/Setting: “Automations” integration to flag dormant customers and assign to follow-up board.
3.19. Segment
• Feature/Setting: Destination Actions automate triggering of reactivation events to all downstream platforms.
3.20. Shopify
• Feature/Setting: Flow automator to trigger discounts, emails, or SMS to customers with no orders over X days.

Benefits

4.1. Drastically automates dormant customer identification and optimizes campaign timing.
4.2. Seamlessly coordinates multi-channel automatable messaging and follow-ups.
4.3. Reduces manual marketing workload via full automation of outreach and segmentation.
4.4. Automated analytics and tracking for accurate ROI assessment of reactivation automations.
4.5. Maximizes revenue recovery and retention with minimal ongoing intervention through automated processes.