Automated win-back campaigns for dormant customers

Purpose

1.1. Automate detecting dormant wholesale customers of rolled metal products to trigger targeted win-back campaigns.
1.2. Automatedly re-engage lapsed buyers through personalized outbound channels, increasing likelihood of reorders for metals & minerals products.
1.3. Automate delivery of sequenced offers, product updates, or surveys based on inactivity window and customer segmentation.
1.4. Automator identifies at-risk accounts and executes multichannel outreach without manual effort.

Trigger Conditions

2.1. Automated inactivity detection: No purchase or interaction in X days (configurable; e.g., 90 days).
2.2. Automate exclusion of recent contacts and recently unsubscribed.
2.3. Automated status fetched from CRM or ERP inactivity reports or webhook.
2.4. Automate checks for high-value accounts for customized campaign splitting.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Scheduled Query + Workflow Builder with criteria "Last Order Date > X days" to automate segment extraction.
3.2. HubSpot
• Feature/Setting: Automated Lists + Workflows, trigger: contact inactive for 90 days; automate outbound email sequence.
3.3. Microsoft Dynamics 365
• Feature/Setting: Custom Power Automate flow, trigger on contact inactivity, automate campaign assignment.
3.4. Zoho CRM
• Feature/Setting: Workflow automator on "Deal Last Updated", trigger custom field set to dormant; automate notification to marketing.
3.5. Pipedrive
• Feature/Setting: Automate filter for deals with "No activity in X days", push to campaign platform via webhook.
3.6. Mailchimp
• Feature/Setting: Automate segment update using API endpoint `/lists/{list_id}/segments`, trigger automated email series.
3.7. Klaviyo
• Feature/Setting: Automate dormant flow using "Inactive since" trigger, automate audience sync.
3.8. ActiveCampaign
• Feature/Setting: Automate contact tag update with inactivity automation + trigger re-engagement campaign.
3.9. SendGrid
• Feature/Setting: Automate triggered transactional emails using Marketing Campaigns API when new segment uploaded.
3.10. Twilio SMS
• Feature/Setting: Automate outbound SMS via Conversations API when dormant contact detected.
3.11. WhatsApp Business API
• Feature/Setting: Automate sending message template to recapture dormant customers.
3.12. Intercom
• Feature/Setting: Automated targeted outbound message triggered by no logins in 90 days.
3.13. Slack
• Feature/Setting: Automated notification in dedicated channel when dormant customer detected (Incoming Webhook API).
3.14. Google Sheets
• Feature/Setting: Automate scheduled export of dormant customers list for audit or manual review.
3.15. Airtable
• Feature/Setting: Automate updating dormant customer view and triggering automated outreach via integrations.
3.16. Monday.com
• Feature/Setting: Automated status changes for "Dormant" pipelines; integrate to email campaign trigger.
3.17. Shopify
• Feature/Setting: Automated report on customers "no order in X days"; trigger win-back email via Flow.
3.18. Gorgias
• Feature/Setting: Automate ticket creation for dormant high-value customers for manual call follow-up.
3.19. Zendesk
• Feature/Setting: Automated ticket via API for sales follow-up with flagged dormant accounts.
3.20. Marketo
• Feature/Setting: Automate Smart Campaign on inactivity trigger; deliver sequenced win-back emails.
3.21. Amazon SES
• Feature/Setting: Automate email delivery via API to segment flagged as dormant.

Benefits

4.1. Automates dormant contact identification for rolled metal wholesale, no manual list pulling.
4.2. Automator delivers multi-channel engagement to maximize campaign reach and revival rate.
4.3. Automated sequencing boosts customer response probability with minimal effort.
4.4. Automation reduces churn and increases repeated purchases from wholesale metals customers.
4.5. Automatable process allows rapid iteration and granular targeting for ongoing improvement.