Purpose
1.2. Ensure automating follow-up sequences and multi-channel outreach, using enriched customer data for tailored content, automating management of contact frequency, responses, and dynamic offer deployment.
1.3. Leverage automation for A/B testing of incentives, automate scheduling of outreach by historic purchasing windows, and automate the recording of interaction data for ROI tracking.
Trigger Conditions
2.2. Client inactivity within CRM automates workflow.
2.3. No response to past outreach within defined period automates escalation.
2.4. New design collection released automates segmented client offer.
2.5. Anniversary or birthday of client automates custom promotion dispatch.
Platform Variants
• Automation: Process Builder/Flow triggers for inactivity; Configure automatic personalized email via Email Alerts.
3.2. HubSpot
• Workflow Automation: Set inactivity-based triggers; Automate personalized sequences.
3.3. Klaviyo
• Feature: Flows with inactivity triggers; Segment dormant contacts and automate email/SMS offer dispatch.
3.4. Mailchimp
• API: Automate dormant-tag campaigns via Automations; Use API to batch-create reactivation emails.
3.5. ActiveCampaign
• Automation: If/Else logic for dormant tags; Automate conditional offers with personalized content blocks.
3.6. Twilio
• Messaging API: Automate SMS offers on dormant activity detected; Configure webhook for response capture.
3.7. SendGrid
• Marketing Campaigns: Automate reactivation emails using dynamic lists and actioned APIs.
3.8. Pipedrive
• Automations: Set up contact activity filters to automate scheduled personalized deals.
3.9. Zoho CRM
• Workflow Rule: Automate email/SMS/WhatsApp offers for dormant leads with Deluge scripting.
3.10. Intercom
• Automated Campaigns: Define inactivity triggers to start chat/message automation.
3.11. Freshsales
• Automation: Sequence drip offers on dormant user segmentation; Automate CRM tasks/notifications.
3.12. Shopify
• Flow Automation: Trigger discount code emails to inactive customers based on product tagging.
3.13. Constant Contact
• Auto Responder: Automate targeted reactivation series to tagged dormant segments.
3.14. Marketo
• Smart Campaigns: Automated triggers for last engagement date and conditional content delivery.
3.15. Drip
• Workflow: Automate reactivation by purchase inactivity metric and dynamic offers via email/SMS.
3.16. Slack
• Webhooks: Automate internal notifications for dormant reactivation engagement by team.
3.17. WhatsApp Business API
• Trigger: Automated re-engagement message sequence via API template; monitor response automation.
3.18. Google Ads Customer Match
• Automated list updates: Sync dormant clients for targeted display/remarketing automation.
3.19. Facebook Marketing API
• Automated Custom Audience refresh with dormant segment, trigger sponsored offer automation.
3.20. monday.com
• Automate board updates for reactivation cycle task assignment; trigger automator notifications and checklists.
Benefits
4.2. Consistent, scalable automating of multi-channel outreach to personalize reactivation.
4.3. Automation increases campaign efficiency, enabling more frequent, data-driven re-engagement.
4.4. Rich automation tracking delivers actionable feedback for offer optimization and measurable ROI.
4.5. Frees staff from manual outreach tasks, allowing focus on higher-value activities and creative offer strategy.