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Follow-up automation for lapsed customers

Purpose

1.1. Automate targeted follow-up with customers who have not visited nor ordered from the North African restaurant within a defined period, re-engaging lapsed patrons.
1.2. Automating the identification and segmentation of customers based on inactivity, to trigger personalized marketing communications and special offers.
1.3. Automates reminders, surveys, and incentives via multiple channels to maximize re-activation and loyalty.
1.4. Ensures no lapsed customer opportunity is missed, leveraging automation to prompt repeat business and gather feedback for service improvements.

Trigger Conditions

2.1. Automatedly detects inactivity, e.g., no order or reservation for 30/60/90 days.
2.2. Automates triggers based on customer profile tags indicating “lapsed,” “inactive,” or last-visit timestamps.
2.3. Action triggers when no point-of-sale or online booking activity is registered within a pre-set interval.
2.4. Integrates with customer relationship management automators and reservation system databases for real-time triggers.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: SMS API, use programmable SMS with automation workflow for sending personalized reactivation messages.
3.2. SendGrid
- Feature/Setting: Marketing Campaigns API, automated batch or single re-engagement emails with offers.
3.3. Mailchimp
- Feature/Setting: Customer Journey Builder, automate segmentation of lapsed customers and target with custom automation emails.
3.4. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder automation, triggers lapsed customer journeys with personalized dynamic content.
3.5. HubSpot
- Feature/Setting: Workflows, automate lapsed customer email and SMS sequences based on inactivity filters.
3.6. ActiveCampaign
- Feature/Setting: Automation Builder, conditional send of emails/SMS after inactivity period.
3.7. Klaviyo
- Feature/Setting: Flows, automates personalized re-engagement automation based on lapsed segments.
3.8. Zendesk
- Feature/Setting: Automated ticketing & triggers, creates follow-up tickets for lapsed customer outreach.
3.9. Intercom
- Feature/Setting: Custom bots, automate in-app or email reactivation messages when set criteria met.
3.10. Freshdesk
- Feature/Setting: Automator rules, schedule and send lapsed customer follow-up emails or SMS.
3.11. Zapier
- Feature/Setting: Scheduled Zaps, automates finding and nurturing lapsed users with connected CRM/marketing tools.
3.12. Pipedrive
- Feature/Setting: Workflow Automations, auto-tag and notify staff, trigger follow-up communications.
3.13. Google Sheets (via Apps Script)
- Feature/Setting: Automated scripts to detect lapsed entries, trigger Gmail email or SMS via integrated APIs.
3.14. WhatsApp Business API
- Feature/Setting: Automated message templates triggered on inactivity detection.
3.15. Slack
- Feature/Setting: Automated reminders to staff using Workflow Builder when a customer is flagged lapsed.
3.16. Notion
- Feature/Setting: Automate lapsed contact flagging and notification databases, integrate with external email/SMS automators.
3.17. Squarespace Marketing
- Feature/Setting: Automated marketing follow-up emails for abandoned/lapsed diners.
3.18. Shopify (if e-commerce enabled)
- Feature/Setting: Flow app, automate lapsed segment detection and trigger discount recovery automations.
3.19. Typeform
- Feature/Setting: Auto-send satisfaction survey to lapsed customers, trigger incentive delivery upon submission.
3.20. Customer.io
- Feature/Setting: Automated re-engagement campaigns for lapsed users via email, push, or SMS, based on inactivity event.

Benefits

4.1. Automates consistent re-engagement of idle customers without manual intervention.
4.2. Automatedly increases repeat visit rates and maximizes lifetime value for North African restaurant patrons.
4.3. Uses automation to deliver targeted offers, optimizing marketing spend and messaging relevancy.
4.4. Reduces human error by automating detection and outreach to lapsed customer segments.
4.5. Boosts response rates via channel diversity and timely automated reminders.
4.6. Automates analytics for measuring the effectiveness of follow-up strategies, feeding into continuous improvement.

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