Start inactive client reactivation workflow for marketing team

Your branch records can hide inactive clients, delaying reactivation and causing missed outreach. Daily payloads queue re-engagement so campaign managers can act before the 60-day window.

Start inactive client reactivation workflow for marketing team

Overview

If branch data hides inactive accounts, re-engagement campaigns start late and miss crucial outreach windows. This flow runs each morning to collect qualifying records and push standardized payloads to downstream systems, so campaign managers can trigger outreach ahead of the 60-day window.

Start inactive client reactivation workflow for marketing team