Sarbacane becomes Positive User

Lead Reactivation Workflow

Reignite interest among inactive leads with automated reactivation emails and keep your database clean.

Goal
Nurture prospects
Improve targeting and segmentation
Improve conversion and sales
Industries
B2B
E-commerce
SaaS
Channels
Automation
Email

Description

A lead who has never purchased and has not engaged for 90 days is not the same as a customer who has gone quiet. They never converted in the first place, which means the message they need is different: not a loyalty reminder but a value reminder. This use case identifies prospects who have gone silent, sends them two focused reactivation emails spaced four and seven days apart, and monitors whether any engagement happens. If a lead opens an email, clicks a link, or visits the site at any point in the sequence, they automatically move to the active leads segment and the sequence stops. If they do not respond to either email, a tag marks them for dedicated follow-up or database cleanup. Keeping dormant leads in an active list without trying to reactivate them quietly drains deliverability. This workflow either brings them back or moves them out.

Implementation Effort
Impact on a goal

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Outcome

Higher engagement rates by focusing nurturing effort on responsive leads
More efficient lead nurturing for prospects who still hold conversion potential
Improved database hygiene and campaign deliverability through structured lead cleanup

How it works in practice

A prospect signed up six months ago but never opened a single email and never came back to the site. Today, the automation picks them up as a Leads Not Active contact: no purchase, no engagement, still consented. The first reactivation email goes out with a value-focused subject. Four days pass. The system checks: did they open it? Click anything? Visit the site? If yes, they are in the active segment and the sequence ends. If not, a second email lands in their inbox, this time leaning on social proof or a specific offer to make the value more concrete. Three days later, a final check. If they still have not moved, the tag lead_not-active_after-reactivation is applied. The contact is now in the Leads Not Active after Reactivation segment, ready for a different strategy or, if the business chooses, database cleanup to protect deliverability.

1

Identify inactive leads: The Leads Not Active segment includes contacts who have never made a purchase, have had no email opens, clicks, or site visits in the last 90 days, and still have Consent email = TRUE. This segment updates automatically so qualifying leads are picked up daily.

2

First reactivation email: The system sends the first reactivation email with a value-focused subject and content designed to remind the lead of the problem the product solves, not to reference any past relationship. The tone is forward-looking and straightforward.

3

Re-engagement check after 4 days: After 4 days, the system checks whether the lead is still in Leads Not Active. Any engagement, such as opening the email, clicking a link, or visiting the site, automatically moves them to Leads Active and ends the sequence. If still inactive and consent is valid, the second email is sent.

4

Final check and lead tagging after 7 days: Three days after the second email, the system checks one final time. Leads who re-engaged at any point are already in Leads Active. Leads still in Leads Not Active receive the tag lead_not-active_after-reactivation and are moved to the Leads Not Active after Reactivation segment for further strategic handling.

5

Optional: database cleanup scheduling. Leads who remain in Leads Not Active after Reactivation can be scheduled for database cleanup to protect deliverability and reduce costs associated with sending to permanently unresponsive addresses. Any cleanup must respect applicable GDPR and consent regulations.

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.

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

A product event tracks a contact's interaction with a specific product. First occurrence is used for anniversary calculation.

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
Leads
Product event Purchase - first occurrence is unknown
Leads Not Active
Segment: Not Active Contacts AND Segment: Leads
Leads Active
Segment: Active Contacts AND Segment: Leads
Leads Not Active after React
Segment: Leads Not Active AND Tag: lead_not-active_after-reactivation

Tags

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

Tag name
Tag definition
Tag update method
Capping pop-up SMS consent
Leads who went through reactivation but remained inactive
Adding - automation that reactivates lead

Cheat Sheet

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

Go further

Establish an internal process for regular database cleanup to remove persistently inactive contacts and improve deliverability.

Use progressive segmentation to distinguish warm leads who engaged with some content from completely cold ones who never interacted at all. These two groups need different reactivation strategies.

Customer review

Trusted by fast-growing teams

“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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