Marketing & PromotionsPurpose
1.2. The automation targets inactive clients (e.g., those with no order, appointment, or interaction in a set period), aiming to win back business via timely, relevant reminders.
1.3. It automates multi-channel outreach (email, SMS, social, chat), ensuring comprehensive and persistent follow-up without manual intervention.
Trigger Conditions
2.2. CRM or POS system automatedly flags and exports contact details to the automation workflow.
2.3. Scheduled automator runs daily/weekly to detect new inactive clients.
Platform Variants
• Feature/Setting: SMS API – Automate sending re-engagement SMS to inactive numbers by configuring programmable SMS triggers for inactivity events.
3.2. SendGrid
• Feature/Setting: Email API – Automate batch or personalized email sends via Transactional Templates, triggered on client inactivity.
3.3. Mailchimp
• Feature/Setting: Automations Builder – Configure “Customer Retargeting” flow for automatedly emailing inactive subscribers.
3.4. ActiveCampaign
• Feature/Setting: Automations – Build re-engagement sequences activated by contact inactivity tags.
3.5. HubSpot
• Feature/Setting: Workflow Automation – Set property-based triggers using “Last Activity Date” and automate email or SMS reminders.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules – Automate notifications and email schedules for clients with “Inactive” status.
3.7. Salesforce
• Feature/Setting: Process Builder/Flow Builder – Automatedly trigger re-engagement journeys for contacts past the “Last Engagement” threshold.
3.8. Google Sheets + Gmail API
• Feature/Setting: Sheets triggers for inactivity rows, automating scripted Gmail personalized sends.
3.9. Slack
• Feature/Setting: Reminders/Slack API – Automatedly DM inactive clients or notify team of inactivity, via scheduled messages.
3.10. WhatsApp Business API
• Feature/Setting: Message Templates – Automate sending personalized WhatsApp nudges to inactive clients using template triggers.
3.11. Facebook Messenger
• Feature/Setting: Messenger API – Automate bot flows to message dormant clients, triggered via CRM status.
3.12. Intercom
• Feature/Setting: Behavioral Email – Automate in-app or email reminders for clients with reduced activity.
3.13. Microsoft Power Automate
• Feature/Setting: Scheduled Flows – Automate email, SMS, or Teams reminders using inactivity triggers from data sources.
3.14. PipeDrive
• Feature/Setting: Workflow Automation – Automatic message sends when “Last Activity Date” exceeded.
3.15. Klaviyo
• Feature/Setting: Flow Builder – Automatedly email or SMS clients who have not engaged for a specified time.
3.16. Infusionsoft (Keap)
• Feature/Setting: Campaign Builder – Automate re-engagement processes for tagged inactive contacts.
3.17. Constant Contact
• Feature/Setting: Automated Email Resends – Create campaigns to target clients who haven’t recently opened or clicked.
3.18. Drip
• Feature/Setting: Workflows – Automatedly send customized engagement messages based on event inactivity.
3.19. Freshdesk
• Feature/Setting: Automations – Detect inactivity, notify team, or send automated prompts via email.
3.20. Plivo
• Feature/Setting: Automated SMS API – Automate sending bulk or personalized SMS re-engagements to flagged contacts.
Benefits
4.2. Significantly reduces manual follow-up workload with autonomous engagement.
4.3. Enables highly targeted, personalized automation for increased response rates.
4.4. Automatable with multi-channel flexibility for optimal client reach.
4.5. Automatedly ensures no inactive client is overlooked through reliable trigger-based follow-up.
4.6. Improves marketing ROI by automating reactivation processes at scale.