Customer re-engagement for dormant clients

Purpose

1.1. Automate re-engagement campaigns for dormant customers who have not scheduled appointments, purchased upgrades, or interacted with the corporate auto sunroof shop for a pre-defined period.
1.2. Automates personalized outreach via SMS, email, direct mail, and social media to encourage service return, reviews, referrals, or new purchases.
1.3. Automates reminder of promotions, warranty updates, or seasonal maintenance via multichannel automation sequences.
1.4. Data collection automatedly enriches customer profiles for future segmentation and predictive marketing.

Trigger Conditions

2.1. Customer record flagged as inactive in CRM for X days (e.g., 90 days since last visit).
2.2. No response from customer to previous campaign within Y days.
2.3. Service schedule drop-off, lapsed warranty, or expired subscription detected automatically.
2.4. Negative or no feedback recorded in automated post-service surveys.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable SMS
• Setting: Configure automated flow to send re-engagement text when CRM marks client as dormant; sample config: trigger → Twilio SMS API → merge dynamic customer name/offer.

3.2. HubSpot
• Feature: Workflows & Automated Email
• Setting: Create workflow to segment dormant clients and automatedly send drip campaigns on reactivation; sample: "Last Contact > 90 days" trigger.

3.3. Mailchimp
• Feature: Customer Journeys
• Setting: Automate audience activity triggers; if "Has not opened email in 3 months," start re-engagement automation sequence.

3.4. Salesforce
• Feature: Process Builder
• Setting: Automated engagement reminder pushes based on inactivity field; sample: field update → email alert.

3.5. ActiveCampaign
• Feature: Automation Builder
• Setting: Set inactivity condition to trigger SMS/email sequence.

3.6. SendGrid
• Feature: Marketing Campaigns API
• Setting: Schedule re-engagement emails at multi-day intervals for dormant audience segment.

3.7. Pipedrive
• Feature: Workflow Automation
• Setting: When deal status stagnant, automatically notify sales with a re-engagement template.

3.8. Zoho CRM
• Feature: Blueprint
• Setting: Automate process for moving a dormant contact into a reactivation pipeline with tasks and communication triggers.

3.9. Intercom
• Feature: Series Automation
• Setting: Automate chatbot or email message to users not interacting with the app/page for pre-set time.

3.10. Klaviyo
• Feature: Flow Automation
• Setting: Inactive customer list triggers series of automated reactivation emails/SMS with limited re-engagement offers.

3.11. Slack
• Feature: Workflow Builder
• Setting: Automated reminders or notifications to team for follow-up on dormant customers.

3.12. Microsoft Power Automate
• Feature: Recurrence, CRM connectors
• Setting: Schedule automatic CRM data checks; when dormancy detected, automate follow-up email or Teams notification.

3.13. Google Ads
• Feature: Customer Match/Automated Audience Targeting
• Setting: Upload dormant email list for automated remarketing campaigns.

3.14. Facebook Ads
• Feature: Custom Audience Automation
• Setting: Sync CRM segment and automate dormant customer ad retargeting flow.

3.15. Marketo
• Feature: Smart Campaigns
• Setting: Inactivity trigger flows, automate reactivation email/SMS with variable offers.

3.16. Omnisend
• Feature: Automation Workflows
• Setting: Automatedly send multi-channel campaigns triggered by inactivity in purchase or open rates.

3.17. Freshdesk
• Feature: Automations
• Setting: Auto-generate follow-up tickets or send messages to dormant clients.

3.18. Copper
• Feature: Workflow Automation
• Setting: Automated notification for sales to reach out if a customer’s pipeline is stagnating.

3.19. Monday.com
• Feature: Automations
• Setting: Create automated reminders for account managers to reach out to dormant clients.

3.20. Drip
• Feature: Workflow Builder
• Setting: Set up rules for inactivity-based email or SMS series and automated segmentation.

3.21. Constant Contact
• Feature: Resend to Non-Openers, Automated Email
• Setting: Auto-include dormant segment for repeated campaigns with updated subject lines.

3.22. Airtable
• Feature: Automations
• Setting: Automatedly identify dormant records, trigger notification or webhook to other platforms for follow-up.

Benefits

4.1. Automates personalized and timely communication, increasing chance of customer return.
4.2. Automates dormant customer detection, reducing manual workload.
4.3. Enhances retention metrics and shop ROI via continuous marketing automation.
4.4. Enables scalable, cross-channel customer engagement with minimal human intervention.
4.5. Automatable workflows accelerate dormant client conversion and maximize corporate-level marketing resources.