Purpose
1.2. Retarget these customers with promotional content, enticing offers, or event invitations via multiple channels (SMS, email, social, push notifications).
1.3. Increase repeat visits, improve customer loyalty, and optimize marketing spend using targeted campaigns.
1.4. Collect engagement metrics for iterative campaign improvement.
1.5. Integrate with CRM, POS, website data, and customer profiles.
Trigger Conditions
2.2. CRM entry last_updated_at older than threshold.
2.3. Outbound retargeting events limited to once per user per Y period.
2.4. Segmentation logic: exclude customers with recent unsubscribes or complaints.
2.5. Option: manual trigger for special events or campaigns.
Platform Variants
• Feature/Setting: Programmable Messaging API; configure “to” from CRM, body via templated message.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API; dynamic recipient list, trigger mails via automation workflow.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder API; configure Triggered Sends, audience by query result.
3.4. HubSpot
• Feature/Setting: Workflows; Activity-based trigger, delayed sequence, email/SMS modules.
3.5. Klaviyo
• Feature/Setting: Flows; time-based segmentation, retarget flow via email/SMS step.
3.6. Mailchimp
• Feature/Setting: Customer Journeys; inactivity trigger, personalized campaign setup.
3.7. ActiveCampaign
• Feature/Setting: Automations; “Did not open/click” triggers, SMS/email action path.
3.8. Constant Contact
• Feature/Setting: Automated Email Campaign; last engagement-based trigger criteria.
3.9. Facebook Ads
• Feature/Setting: Custom Audiences API; upload filtered inactive users, auto-launch ads.
3.10. Google Ads (YouTube, Display)
• Feature/Setting: Customer Match API; upload hashed emails/phones, deploy display/video retargeting.
3.11. LinkedIn Ads
• Feature/Setting: Matched Audiences API; integrate with CRM records via API, run retargeting campaigns.
3.12. Segment
• Feature/Setting: Destination Filters; output audience segments to ad tools via API.
3.13. Zapier
• Feature/Setting: Scheduled zap, filter inactivity, connect to multi-channel delivery actions.
3.14. Intercom
• Feature/Setting: Campaigns; inactivity trigger, auto message (chat/email/push).
3.15. Iterable
• Feature/Setting: Workflow Studio; define triggers, insert personalized retarget content.
3.16. OneSignal
• Feature/Setting: Automated messaging, schedule push for inactive users via audience filters.
3.17. WebEngage
• Feature/Setting: Journey Designer; schedule retargeting path by “last seen” property.
3.18. Braze
• Feature/Setting: Canvas Flows; configure inactivity trigger, multi-channel messaging step.
3.19. MoEngage
• Feature/Setting: Segmentation + Flows; configure event-based inactivity, retargeting message step.
3.20. CleverTap
• Feature/Setting: Segmented Campaigns; set inactivity criteria, auto-notify across channels.
3.21. WhatsApp Business API
• Feature/Setting: Configured templates for retargeting, send via inactivity logic from CRM.
3.22. Viber Business Messages
• Feature/Setting: Send targeted offers to segmented list via messaging API.
3.23. Slack (for internal team reminders)
• Feature/Setting: Scheduled messaging to alert staff about dormant client follow-ups.
Benefits
4.2. Reduces manual effort, ensures timely personalized outreach.
4.3. Multi-channel approach improves engagement likelihood.
4.4. Enables data-driven campaign refinement with engagement tracking.
4.5. Scalable, repeatable process supporting peak/off-peak campaigns.