Win-back campaigns for former clients

Purpose

1. Re-engage former acupuncture clients to drive bookings and increase return rates.

2. Utilize segmented communication strategies to reach lapsed clients based on inactivity thresholds (e.g., 3, 6, 12 months).

3. Automate multi-channel delivery of personalized offers, surveys, and appointment reminders to maximize conversion opportunities.

4. Track the effectiveness and ROI of each win-back campaign through detailed analytics and reporting.

Trigger Conditions

1. CRM entry last appointment date exceeds predetermined inactivity period (e.g., 90 days).

2. No invoice, payment, or booking activity for the given client within X days.

3. Triggered by a scheduled batch review or real-time monitoring event.

4. Manual trigger by staff for specific client lists or campaign initiatives.

Platform Variants

1. Mailchimp

• Feature/Setting: Audience segmentation, Automation trigger "last activity date," configure campaign with merge tags for names/last visit.
  

2. ActiveCampaign

• Feature/Setting: “If/Else” automation split by inactivity duration, automation trigger: contact inactivity, send win-back sequence.
  

3. Hubspot

• Feature/Setting: Workflow automation, trigger “Last appointment date,” configure workflow to send emails, SMS, or assign task.
  

4. Zapier

• Feature/Setting: “Schedule” + “Find or Search” action on CRM integration, “Send Email” or “Send SMS” to target lapsed clients.
  

5. Twilio SMS

• Feature/Setting: SMS API “Create Message,” automate sending personalized SMS to lapsed contacts based on CRM export.
  

6. SendGrid

• Feature/Setting: Marketing Campaigns API, trigger by “inactivity list” upload, schedule email series with personalized content.
  

7. Klaviyo

• Feature/Setting: Flows, segment based on “Last event date,” configure flow for reminder and promotional emails.
  

8. Salesforce Marketing Cloud

• Feature/Setting: Journey Builder “inactivity path,” trigger: no activity for X days, send multi-stage touchpoints.
  

9. Intercom

• Feature/Setting: Automated messaging rule based on “Last seen,” trigger targeted messages or email flows.
  

10. Drip

• Feature/Setting: Workflow automation, event “inactive for N days,” send targeted re-engagement sequences.
  

11. Pipedrive

• Feature/Setting: Automations, trigger “last completed activity,” configure to send integrated messaging or email.
  

12. Constant Contact

• Feature/Setting: List Management, segment by inactivity, schedule re-engagement email campaigns.
  

13. Keap (Infusionsoft)

• Feature/Setting: Campaign Builder, automation for inactive leads, send win-back email/SMS.
  

14. Google Sheets (Scripted)

• Feature/Setting: Script triggers on date column, auto-email or SMS via integration as lapse detected.
  

15. Facebook Messenger (ManyChat, Chatfuel)

• Feature/Setting: Flow trigger by API or scheduled event for inactive subscribers, send personalized messages.
  

16. Slack

• Feature/Setting: Incoming Webhook, post lapsed client alert to staff channel for manual or automated follow-up.
  

17. WhatsApp Business API

• Feature/Setting: Message template API, automated win-back message sent to lapsed contacts.
  

18. Shopify (if retail products involved)

• Feature/Setting: “Customer inactivity” flow in Email/SMS automation app, send incentive to book or purchase.
  

19. Acuity Scheduling

• Feature/Setting: Trigger “last booking” inactivity, send automated reminder/incentive notification.
  

20. Google Calendar API

• Feature/Setting: Script to check last appointment, trigger custom notification email or SMS.
  

21. Outlook/Office 365

• Feature/Setting: Flow automation with Power Automate, trigger inactive clients, send email via Outlook integration.
  

22. Typeform

• Feature/Setting: Automated survey follow-up for lapsed contacts to capture feedback or booking interest.
  

Benefits

1. Increases returning client rate through systematic outreach.

2. Personalizes messaging, improving relevance and response rates.

3. Reduces manual administrative load for practitioners.

4. Provides measurable data on campaign outcomes and ROI.

5. Enables scalable, consistent marketing actions without need for direct intervention.