Automate / CRM reactivation & recall
Relevant reminders and reasons to return, built from your customer records.
The workflow
Configure the journey around your operation, then test the normal path and the material exceptions.
Campaign eligibility, contact permissions, timing, exclusions and exit rules are agreed before launch. Loyalty or upsell features are included only when specifically selected.
Use agreed customer needs, purchase signals, renewal dates or service history.
Use agreed customer needs, purchase signals, renewal dates or service history. Keep ineligible customers and people who should not be contacted out of the campaign.
Scope a recall, package renewal, repeat-purchase or lapsed-customer journey.
Scope a recall, package renewal, repeat-purchase or lapsed-customer journey. Use approved messaging and an appropriate next step for that segment.
Route questions and interest to the right team member.
Route questions and interest to the right team member. Stop the appropriate follow-up after replies, opt-outs or completed outcomes so campaigns do not keep chasing blindly.
Track eligible customers, responses, bookings and verified purchases or payments separately.
Track eligible customers, responses, bookings and verified purchases or payments separately. Review whether the campaign reached the right segment and created a useful conversation.
Explore three customer touchpoints. Campaigns and loyalty features depend on the selected scope.
Send a timely greeting and keep replies in the customer record.
Let customers check their balance and explore available rewards when loyalty is included in the agreed scope.
Use service history to prompt the next visit and capture appointment requests.
The workflow and the reporting belong together. Use actual customer questions, missed handovers and recorded outcomes to choose what to improve.
Campaign outcomes and customer intelligenceTell us where the work gets stuck.