Sarbacane becomes Positive User

Dormant Customer Reactivation

Win back inactive customers with personalized email reactivation campaigns.

Goal
Improve customer satisfaction and loyalty
Encourage repeat sales
Improve retention and fight churn
Industries
B2B
B2C
Finance
SaaS
Web Hosting
Education
E-commerce
Public Institutions
Health
Automotive
Non-profit
Real Estate
Agencies
Restaurants
Tourism
Channels
Automation
Email

Description

A customer who stopped engaging 90 days ago is not necessarily lost. They are dormant, and dormant customers respond differently to reactivation than they do to standard campaigns. This use case identifies every contact who has not purchased, opened an email, clicked, or visited the site in the past 90 days, and puts them through a two-email sequence designed specifically to get their attention back. The system checks whether they have re-engaged after each message. If they have, they are automatically moved back to the active customer segment and the sequence stops. If they have not, a tag is applied after day seven that marks them for further strategic follow-up. A cleanup automation can remove that tag the moment they come back.

Implementation Effort
Impact on a goal

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Recommended Data Structure
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Outcome

Reduce churn by identifying and reactivating dormant customers before they are truly lost
Increase repeat purchases and revenue from customers already acquired
Improve lifecycle segmentation with precise dormancy tagging and automatic segment updates

How it works in practice

The automation runs daily. Every day it looks for contacts who qualify as dormant: no purchase, no email open or click, no site visit in 90 days, with email consent active. Each qualifying contact enters the reactivation sequence. The first email lands in their inbox with a warm, personal tone, giving them a reason to come back. Four days later, the system checks: is this contact still in the dormant segment? If they opened the email, clicked a link, or visited the site, they have already been automatically moved to the active segment and no second email is sent. If they are still dormant, a second email goes out with a more compelling incentive. Three days after that, a final check happens. Contacts who re-engaged at any point move to the active segment automatically. Contacts who did not respond to either email receive a tag that flags them for a different strategy, whether that is a different channel, a longer pause, or a win-back offer down the line.

1

Identify dormant customers: The Customers Not Active segment includes contacts who have had no purchase, no email opens or clicks, and no site activity in the last 90 days, with Consent email = TRUE. This segment updates dynamically, so every qualifying contact is picked up automatically each time the flow runs.

2

First reactivation email: The system sends the first reactivation email with a warm, personal subject line and engaging content designed to remind the contact of the value they have been missing. The message focuses on what the brand can offer them now rather than on their absence.

3

Re-engagement check after 4 days: After 4 days, the system checks whether the contact is still in the Customers Not Active segment. Any engagement, including opening the email, clicking a link, visiting the site, or making a purchase, automatically moves them to Customers Active and ends the sequence. If still dormant and consent is active, the second email is sent.

4

Final check and dormancy tagging after 7 days: Three days after the second email, 7 days total from the start of the sequence, the system checks one more time. Contacts who have re-engaged are in the active segment and receive nothing. Contacts still in Customers Not Active receive the tag customer_not-active_after-reactivation, marking them for a different strategic approach.

5

Optional: tag cleanup automation. A separate cleanup automation monitors for any activity from contacts tagged as customer_not-active_after-reactivation. The moment they make a purchase, open an email, click a link, or visit the site, the tag is automatically removed and they are moved to the Customers Active segment, keeping the database accurate.

How to set it up

Implementing use case automation involves several key steps and tools. Here's comprehensive ressources to get you started:

Used modules

Automations

Marketing on a new level with a beautiful visual, drag & drop creator.

On date & time
Send Email Campaign
Delay
Segment
Filters
Add tags

Email Marketing

Send personalized emails that resonate with your users at the perfect moment.

Prerequisities

Set up and connect your sending domain for email delivery.
Define the Customers Not Active segment using the 90-day inactivity criteria: no purchase, no email open or click, no site visit, with email consent active.
Define the Customers Active segment for contacts who have had any purchase, email engagement, or site visit in the last 90 days.
Create two reactivation email campaigns with subject lines and content tailored to win-back messaging.

Recommended data structure

Contact Attributes

A contact attribute is a data field stored on the contact's profile, 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

An event is a custom piece of information about something your contact does.

Product Event name
Customer path
Update method
Purchase
order completed with the product
API

Segments

Segments are dynamic groups that update in real time based on contact behavior and attributes.

Segment name
Segment description
Active Contacts
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 Contacts
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
Not Active Contacts
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 Contacts AND Segment: Customers - Purchase last 90d
CCustomers Not Active after React
Segment: Customers Not Contacts AND Tag: customer_not-active_after-reactivation

Tags

Tags are flexible labels for quick contact identification and targeted follow-up.

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

Cheat Sheet

To bring your use-case to the next level check how you can use the following methods:

Go further

You can change the customers’ segmentation to a more advanced model using Deals–Orders

Use the results of this action for mass-campaign segmentation, either by excluding non-active contacts or by targeting them with different messages/schedules.

Customer review

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“Thanks to Positive User, we not only significantly expanded our audience base, but also streamlined communication and automated many tasks that previously consumed a lot of time. This tool truly supports our sales and digital strategy.”

Somfy, Equipo de E-commerce de Somfy
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