Customer Relationship & Marketing AutomationPurpose
1.2. Automatedly identify lapsed purchasers or non-engaged accounts using data-driven automating logic.
1.3. Trigger multi-channel personalized messages (email, SMS, social, push) for campaigns.
1.4. Schedule retention workflows for holidays, anniversaries, inventory refreshes, and new arrivals.
1.5. Automates promo code delivery and exclusive offers to incentivize conversions.
1.6. Monitor response rates and automate follow-ups or A/B variations for testing.
1.7. Enable sales funnel automation from reactivation to purchase completion.
Trigger Conditions
2.2. Abandoned cart detected and inactivity persists for set period.
2.3. Email/SMS unengaged for specific count/period (automated engagement scoring).
2.4. Seasonal event or campaign start.
2.5. Response to prior campaign was positive or negative (automated feedback signal).
Platform Variants
3.1. Twilio SMS
- Feature: SMS API
- Setting: Automate sending personalized texts after 30 days inactivity (e.g., /Messages.json endpoint, event trigger = inactivity timer).
3.2. SendGrid
- Feature: Marketing Campaigns API
- Setting: Automator triggers transactional/marketing mail for lapsed users (API: /v3/marketing/singlesends).
3.3. HubSpot
- Feature: Workflows (Marketing Automation)
- Setting: Automating re-engagement sequences for contacts with “Last Activity Date” > 60 days (trigger: List Membership + Engagement Properties).
3.4. Mailchimp
- Feature: Customer Journey Builder
- Setting: Automated email drip for tagged “inactive” contacts; trigger = last purchase > 6 months.
3.5. Klaviyo
- Feature: Flows
- Setting: Automate segmentation and send winback automations post-inactivity (Flow: Trigger = Placed Order 60 days ago).
3.6. Salesforce Marketing Cloud
- Feature: Journey Builder/Engagement Splits
- Setting: Automated SMS/email journeys for customers not interacting past X period (Entry Event: Data Extension filter).
3.7. ActiveCampaign
- Feature: Automations
- Setting: Tag customers “at-risk” and automatedly send personalized reactivation texts/emails (Start Trigger: Inactivity condition).
3.8. Shopify
- Feature: Flow Automation
- Setting: Automator for order timeline triggers; send discount codes to inactive customers (Trigger: order_count = 0 for X days).
3.9. Zapier
- Feature: Automated Task Flows
- Setting: Create multi-app chains (Mailchimp, SMS, CRM) for inactivity triggers.
3.10. Omnisend
- Feature: Automation Workflows
- Setting: Automated retention emails and SMS for “No order in 90 days” segment.
3.11. Intercom
- Feature: Series Automation
- Setting: Trigger automated in-app/email messages to disengaged users; rules = last login > 90 days.
3.12. Iterable
- Feature: Workflow Studio
- Setting: Build automated multi-channel campaigns for dormant customers (Event Trigger: inactivity property).
3.13. MoEngage
- Feature: Flows
- Setting: Automate winback campaigns via Push, SMS, Email after inactivity detected.
3.14. Custify
- Feature: Customer Health Automation
- Setting: Automated monitoring for health score drops and trigger retention emails.
3.15. Braze
- Feature: Canvas
- Setting: Automatedly segment and outreach to lapsed buyers using inactivity-based entry points.
3.16. Google Sheets
- Feature: App Scripts or API
- Setting: Automatically filter rows for inactivity and push to email/SMS workflow via API call.
3.17. OneSignal
- Feature: Automated Push Notification Segments
- Setting: Push notification for users inactive X days, automation rules via dashboard Scheduler.
3.18. Customer.io
- Feature: Automated Campaigns
- Setting: Automate send logic: segment “Engagement Score < 20” → send reactivation templates via API.
3.19. Facebook Ads
- Feature: Custom Audiences API
- Setting: Automate uploading lapsed segments for retention ad targeting (Marketing API /customaudiences endpoint).
3.20. SMSBump (for Shopify)
- Feature: Automated SMS Campaigns
- Setting: Automatedly send reactivation codes, trigger “order not placed > 60 days” rule.
3.21. WooCommerce
- Feature: Follow-Ups extension
- Setting: Automate scheduled emails for flagged “at-risk” customers via plugin workflow.
3.22. Mailjet
- Feature: Email Automation
- Setting: Setup automated re-engagement emails by creating ‘Last Order’ trigger in contact lists.
Benefits
4.2. Automatedly delivers timely, relevant offers, increasing conversion rates and loyalty.
4.3. Consistently monitors inactivity and launches campaigns automatically, reducing revenue leakage.
4.4. Automating segmentation and delivery scales retention efforts as customer base grows.
4.5. Automation enables continuous optimization and reporting via response analytics and split testing.