Engagement Based Resend Follow

This Smart Flow template is designed to re-engage inactive contacts by sending them targeted emails based on their activity. The flow prompts customers with personalized messages and offers to reignite their interest in your brand, boosting customer retention and loyalty. The Engagement Based Resend flow template helps businesses:

• Reconnects with inactive customers through personalized messages and offers.
• Builds long-term loyalty by re-engaging disengaged users.
• Focuses efforts on high-potential customers through targeted segmentation.

Topics Covered

• Business Type
• Template Type
• Use Case
• Key Features of the Flow
• Steps Used in Creating the Flow
• Breakup of Items Used in the Flow
• Benefits

Business Type

This flow is best suited for e-commerce businesses, SaaS companies, and service-based industries looking to re-engage dormant clients and maximize retention. It also suits B2B and B2C businesses that concentrate on using personal marketing programs.

Template Type

This is a flow that best describes a customer re-engagement template. Marketing teams can use it in trying to optimize their outreach efforts to maintain consistent contact with the active audience.

Use Case

This flow is best for businesses looking to reconnect with customers who have disengaged. The flow allows the sending of tailored communications, which helps in rebuilding relationships, encouraging interaction, and supporting long-term customer engagement.

Key Features of the Flow

• Proactive Account Review: Triggers a review for unresponsive customers after a specific period to identify issues and strategize for re-engagement.
• Engagement Sequence Enrollment: Adds contacts to targeted communications to rebuild relationships and drive ongoing interactions.
• Contact Segmentation: This feature assigns "Responsive" or "Unresponsive" tags to contacts based on their email engagement, enabling targeted follow-up actions.

Steps Used in Creating the Flow

Click here to learn about how to create a new Smart Flow or access the Flow Templates.

• Trigger: Added to List
  • Description: The flow is automatically activated when customers are added to a list for example the re-engagement list.
    Practical Use Case: This ensures timely re-engagement efforts, targeting inactive customers based on their interaction history and preferences.
• Branch: Analyze Engagement Activity
  • Description: Check if the most recent interaction occurred more than 30 days ago.
  • Practical Use Case: Provides insights into customer engagement patterns and identifies the right segment for re-engagement campaigns.

• Updating the Contact
  • Instance 1: Assign the "Unresponsive" tag to contacts who haven’t clicked on the email.
    • Purpose: Helps identify disengaged users and prioritize follow-up strategies.
  • Instance 2: Assign the "Responsive" tag to contacts who have clicked on the email.
    • Purpose: Enables personalized follow-ups for engaged users, ensuring ongoing interaction.

• Creating Activities to Re-engage
  • Description: After 30 days of the customer's accounts not being maintained, initiate an account review.
  • Practical Use Case: Analyze the account status, point out potential problems, and create a plan to reconnect.
• Enrolling in Sequence for Lead Nurture
  • Description: Add the contact to an Engagement Sequence to send a series of targeted communications.
  • Practical Use Case: Strengthens the relationship with the customer through strategic messaging and offers.

Breakup of Items Used in the Flow

Trigger

• Automatically activates when a contact is added to the re-engagement list.

Branching

• Evaluates if the last interaction occurred more than 30 days ago.

Actions

• Update Records: Tags contacts as "Unresponsive" or "Responsive" based on email engagement.
• Create Activity: Initiates a review for unresponsive customers.
• Enroll to Sequence: Sends a sequence of communications to re-engage customers.

End

• Completes with tailored follow-ups for both unresponsive and responsive contacts.

Benefits

Reconnecting with inactive customers through proactive account reviews and contact segmentation increases engagement and boosts retention. By assigning "Responsive" or "Unresponsive" tags, businesses can personalize follow-up actions, ensuring more targeted and effective communication. Adding contacts to an engagement sequence strengthens relationships and drives loyalty, keeping customers engaged with timely and relevant messages.

By implementing the Engagement Based Resend Smart Flow, businesses can reconnect with the right customers at the right time, ensuring meaningful and sustained interactions.