This workflow can help you re-engage old leads that already went through one of your campaigns. The most common use cases could be:

How many opportunities are hidden in all unresponsive leads that already went through one of your campaigns? You can now create a workflow to automatically re-enroll all those leads into a new campaign and find the answer.

This is a similar scenario to the one before. However, the segment of unresponsive leads is now narrowed down only to those who previously opened your email. This segment could require different messaging since you can assume they read your previous email.

Another exciting segment is conversations that started and suddenly stopped responding. Those customers already showed some interest and could be a good use-case for re-engagement workflow.

The most exciting segment is conversations classified as "Not interested now." Re-engaging with those leads automatically after a specific time could save you a ton of time and make sure that no more opportunities like this will ever get lost.

Click "New Workflow" in the top right corner and select "Re-engagement playbook" from the modal screen. The system will automatically send you to the workflow configuration screen.

You can configure several fields on this screen. Workflow name, triggers (when), conditions (if), actions (then). All mandatory fields are highlighted in red; workflow can't be created without configuring them.

Configuration of the triggers, conditions, and actions can differ from workflow to workflow. Let's see how it works here.

There is only one trigger in this workflow: "Lead's last email interaction date." It describes the time since a lead received or sent the last email. For example: "Trigger this workflow if the last email interaction date is over three months."

Conditions help you narrow down a segment of leads included in this workflow. You can choose from three conditions: Campaign, Conversation status, and Conversation success metric. You can, for example, say: "Only include Unresponsive leads (Conversation status) from Campaign1 (Campaign) who Opened their email (Conversation success metric)."

You can choose from three conditions: Re-engage the lead in a campaign and Update a lead owner.

Re-engage the lead in a campaign (mandatory).

This is the main action that automatically re-enrolls leads to a selected campaign. You can choose only one destination campaign.

Update a lead owner (optional).

This secondary action can only be combined with the first main action. Action will update the lead owner field upon the moment when a lead is enrolled in a campaign.

Let us know if you need help setting up your re-engagement workflow. We are happy to help you!