Capture lapsed customers before upcoming delivery for marketing

Marketing coordinators lose touch with lapsed customers when CSVs hide deliveries seven days out. This flow flags those with last orders 45+ days old and adds them to engagement lists.

Overview

Marketing coordinators risk missing the seven-day re-engagement window when CSVs bury customers, which reduces campaign relevance and potential repeat purchases. This workflow finds contacts whose last order was 45+ days ago and delivery is seven days out, adds them to engagement lists, and ensures outreach lands in the critical window so campaigns capture timely opportunities.

Notable Features

Import emailed CSV attachments
Filter by delivery and recency
Add flagged contacts to lists