Automated follow-up with past inquiries

Purpose

1. Automates marketing and feedback outreach by sending timely, tailored follow-ups to previous mobile home rental inquiries, improving engagement, increasing conversion, gathering feedback, and optimizing remarketing.

2. Automating data-driven segmentation and scheduling ensures no lead is missed and feedback is maximized for process refinement.

Trigger Conditions

1. Automatable triggers: When an inquiry is older than a preset period (e.g., 2 weeks) with no booking.

2. Customer status update (e.g., changed from "active" to "dormant" in CRM).

3. Automated trigger on custom form submission (interest but no conversion).

4. Negative or neutral CSAT/NPS received from previous interactions.

5. Lack of interaction with last campaign/message over a defined timespan.

Platform Variants

1. Twilio SMS

- Feature: Automated SMS follow-up.
- Setting: Configure Twilio Messaging API, schedule `POST /Messages` call for each dormant inquiry with automation logic.

2. SendGrid

- Feature: Automated email outreach.
- Setting: Use SendGrid API v3 `POST /mail/send`, trigger templated emails to past leads.

3. Mailchimp

- Feature: Automated email drip sequences.
- Setting: Set workflow in Customer Journeys, trigger from "inquiry inactivity”.

4. HubSpot

- Feature: Automated workflow for contact follow-up.
- Setting: Use Workflow Automator to send follow-up emails and assign nurturing tasks.

5. Salesforce

- Feature: Automated Process Builder campaigns.
- Setting: Configure workflow rules with Email Alert action for past inquiries.

6. ActiveCampaign

- Feature: Automated follow-up sequence.
- Setting: Automate follow-up automation via "if/no activity" triggers.

7. Slack

- Feature: Automated team notification.
- Setting: Webhook configuration to send reminders to team channels.

8. Google Sheets

- Feature: Automated row monitoring.
- Setting: Use Apps Script to trigger follow-up workflow on status change.

9. Zoho CRM

- Feature: Automated email follow-up rules.
- Setting: Configure workflow rules and email templates for stale leads.

10. Pipedrive

- Feature: Automated follow-up scheduler.
- Setting: Set up Activities Automation to send emails/SMS to cold leads.

11. Microsoft Teams

- Feature: Automated team alerts.
- Setting: Incoming Webhook for follow-up reminders to marketing channel.

12. Intercom

- Feature: Automated in-app and email messaging.
- Setting: Set Behavior-based triggers for clients with dormant status.

13. WhatsApp Business API

- Feature: Automated messaging.
- Setting: Automatically send message templates to non-converted inquiries.

14. Freshdesk

- Feature: Automated ticket reminders.
- Setting: Create automation rules for agents on old inquiries with no response.

15. Calendly

- Feature: Automated re-invitation.
- Setting: Use API `POST /scheduled_events` to prompt meeting reschedule for leads.

16. Aircall

- Feature: Automated callback reminders.
- Setting: Set up workflow to schedule calls to unresponsive inquiries.

17. Zendesk

- Feature: Automated ticket follow-up workflow.
- Setting: Automate ticket creation for past leads needing outreach.

18. ClickSend

- Feature: Automated SMS/email.
- Setting: Use REST API to send auto SMS/emails to aged inquiries.

19. Google Calendar

- Feature: Automated task/reach-out scheduling.
- Setting: Automate event creation when follow-up is required.

20. Facebook Messenger API

- Feature: Automated Messenger outreach.
- Setting: Set up automated messaging for leads via Facebook’s Send API.

Benefits

1. Fully automates follow-up, ensuring no enquiry is left untouched.

2. Automatedly shortens response time, boosting conversions and engagement.

3. Automating follow-up collects valuable data for process improvement.

4. Automated reminders and notifications prevent team oversight.

5. Automates personalized communication, enhancing customer experience.