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Dormant Customer Reactivation Workflow

Win back inactive customers with personalized email reactivation campaigns.
Cele
Improve customer satisfaction and loyalty
Encourage repeat sales
Improve retention and fight churn
Branże
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Tagi
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Opis

This workflow helps win back dormant customers by re-engaging them with targeted communication. By identifying users who haven’t interacted in the last 90 days, the system launches a reactivation flow with personalized email campaigns. Customers who respond are instantly moved back to the active segment, while those who remain unresponsive are tagged for further strategic follow-up.

Wysiłek wdrożeniowy

Wpływ na cel

Assets

Today 9:41
9:41
now
Automation
Today 9:41
9:41
now
Email 1
Today 9:41
9:41
now
Email 2
Outcome
Reduced customer churn by reactivating dormant users
Increased repeat purchases and revenue from previously lost customers
Improved customer lifecycle management with precise segmentation and tagging

Scenariusz użytkownika

This workflow focuses on bringing dormant customers back to activity. A user is considered inactive if they have not purchased, opened, or clicked an email, or visited the website in the past 90 days. Once identified, these customers are entered into a reactivation flow where they receive engaging email content designed to win back their attention. The automation dynamically checks their activity – if the customer re-engages by opening an email, clicking, visiting the site, or making a purchase, they are automatically moved back into the Active Customers segment. If no action occurs, they are tagged as customer_not-active_after-reactivation, enabling further targeted campaigns.

Krok po kroku

  • 1
    A user belongs to the Customers Not Active segment: no purchase, no email opens or clicks, and no site activity in the last 90 days, with email consent = TRUE.
  • 2
    The system sends Email 1 with re-engagement content.
  • 3
    After 4 days, the system checks if the user is still in *Customers Not Active*. → If yes, and email consent = TRUE, **Email 2** is sent. → If no, the user is automatically moved to *Customers Active* after engagement.
  • 4
    After 3 more days, the system checks again if the user is in Customers Not Active. → If yes, the tag customer_not-active_after-reactivation is applied. → If no, the user is automatically moved to Customers Active.
  • 5
    (Advanced) An additional automation can remove the customer_not-active_after-reactivation tag if the user reactivates later, keeping segmentation clean.

Szczegółowy scenariusz użytkownika

Krok po kroku

  • 1
    A user belongs to the Customers Not Active segment: no purchase, no email opens or clicks, and no site activity in the last 90 days, with email consent = TRUE.
  • 2
    The system sends Email 1 with re-engagement content.
  • 3
    After 4 days, the system checks if the user is still in *Customers Not Active*. → If yes, and email consent = TRUE, **Email 2** is sent. → If no, the user is automatically moved to *Customers Active* after engagement.
  • 4
    After 3 more days, the system checks again if the user is in Customers Not Active. → If yes, the tag customer_not-active_after-reactivation is applied. → If no, the user is automatically moved to Customers Active.
  • 5
    (Advanced) An additional automation can remove the customer_not-active_after-reactivation tag if the user reactivates later, keeping segmentation clean.

Jak to wdrożyć?

Wdrożenie automatyzacji przypadków użycia obejmuje kilka kluczowych kroków i narzędzi. Oto obszerne zasoby, dzięki którym możesz zacząć:

Używane moduły

Wyskakujące okienka

Marketing na nowym poziomie z pięknym wizualnym kreatorem przeciągania i upuść.

SMS Messages

Automate SMS delivery based on user actions or specific conditions.

Push Notifications

Delivers personalized notifications to users of your website (webpush) or app (mobile push).

Landing Pages

Easily design and customize landing pages that convert visitors into leads, optimizing the journey from click to action.

Wymagania wstępne
Przewodnik krok po kroku
Zalecana struktura danych
User Attributes
User attribute is a named data field that describes a specific property of an user stored on its profile and used for segmentation, personalization, reporting, and automation.
Attribute name Attribute type
last_email_opened (standard) string
last_email_link_clicked (standard) string
last_seen (standard) datetime
Consent email (custom) boolean
Product Events
A product event is information about a user’s interaction with a specific product, such as a view, cart addition, or purchase.
Product Event name Customer path Update method
Purchase order completed with the product API
Segments
Segments are dynamic, automatically updated groups of users, companies, products, or other objects built on predefined criteria (attributes, events, lists, or tags), which simplify data management and enable precise, real-time targeting without manual updates.
Segment name Segment definition
Active Users Last email opened - less than 90 days ago OR Last email link clicked - less than 90 days ago OR Last seen - less than 90 days ago
Not Active Users Last email opened - more than 90 days ago OR is unknown AND Last email link clicked - more than 90 days ago OR is unknown AND Last seen - more than 90 days ago OR is unknown
Customers Product event Purchase - first occurrence has any value
Customers - Purchase last 90d Product event Purchase - last occurrence less than 90 days ago
Customers - No Purchase last 90d Product event Purchase - last occurrence more than 90 days ago
Customers Not Active Segment: Not Active Users AND Segment: Customers - No Purchase last 90d
Customers Active Segment: Active Users AND Segment: Customers - Purchase last 90d
CCustomers Not Active after React Segment: Customers Not Active AND Tag: customer_not-active_after-reactivation
Tags
Tag is a customizable, flexible tool used to label and categorize users, companies, deals, and other objects to streamline management and enhance targeting capabilities.
Tag name Tag definition Tag update method
customer_not-active_after-reactivation Customers who went through reactivation but remained inactive Adding – automation that reactivates customer
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Cheat Sheet
To bring your use-case to the next level check how you can use the following methods:
You can change the customers’ segmentation to a more advanced model using Deals–Orders
Read more
Use the results of this action for mass-campaign segmentation, either by excluding non-active users or by targeting them with different messages/schedules.

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Nie trać czasu na powtarzalne zadania. Pozwól automatyzacji sobie z tym poradzić.
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