{"id":891,"date":"2025-10-11T00:16:34","date_gmt":"2025-10-11T00:16:34","guid":{"rendered":"https:\/\/smppcenter.com\/kb\/?p=891"},"modified":"2025-10-11T00:16:36","modified_gmt":"2025-10-11T00:16:36","slug":"how-to-set-up-inactive-user-automation-to-re-engage-dormant-users","status":"publish","type":"post","link":"https:\/\/smppcenter.com\/kb\/how-to-set-up-inactive-user-automation-to-re-engage-dormant-users\/","title":{"rendered":"How to Set Up Inactive User Automation to Re-Engage Dormant Users?"},"content":{"rendered":"\n

Inactive User Automation<\/strong> helps you automatically re-engage users who haven’t sent any messages (SMS, WhatsApp, or Voice) for a specified period. This is crucial for reducing churn and reminding users about their unused credits.<\/p>\n\n\n\n

Step-by-Step Setup Guide:<\/strong><\/h4>\n\n\n\n

Step 1: Create New Automation<\/strong><\/p>\n\n\n\n

    \n
  1. Go to Admin Panel > User > User Automations<\/strong><\/li>\n\n\n\n
  2. Click “Create Automation”<\/strong><\/li>\n\n\n\n
  3. Select “Inactive User Automation”<\/strong> from the dropdown<\/li>\n\n\n\n
  4. Click “Continue”<\/strong><\/li>\n<\/ol>\n\n\n\n

    Step 2: Basic Configuration<\/strong><\/p>\n\n\n\n

      \n
    • Automation Name:<\/strong> Enter a descriptive name (e.g., “Re-engage 30-Day Inactive Users”)<\/li>\n\n\n\n
    • Description:<\/strong> Add details about the automation’s purpose (optional)<\/li>\n\n\n\n
    • Status:<\/strong> Set to “Enabled”<\/strong> to activate immediately, or “Disabled”<\/strong> to save as draft<\/li>\n<\/ul>\n\n\n\n

      Step 3: Configure Execution Rules<\/strong><\/p>\n\n\n\n

      Check which messaging products to monitor for activity:<\/p>\n\n\n\n

        \n
      • \u2611\ufe0f Check SMS Activity:<\/strong> Monitor SMS message history<\/li>\n\n\n\n
      • \u2611\ufe0f Check WhatsApp Activity:<\/strong> Monitor WhatsApp message history<\/li>\n\n\n\n
      • \u2611\ufe0f Check Voice Activity:<\/strong> Monitor voice call history<\/li>\n<\/ul>\n\n\n\n

        Minimum Balance Required (Optional):<\/strong><\/p>\n\n\n\n

          \n
        • Set a minimum balance threshold (e.g., 100 credits)<\/li>\n\n\n\n
        • Users with balance below this amount will be skipped<\/li>\n\n\n\n
        • Leave as 0 to include all users<\/li>\n<\/ul>\n\n\n\n

          Step 4: Create Email Steps<\/strong><\/p>\n\n\n\n

          For each inactivity period, configure:<\/p>\n\n\n\n

          Inactivity Period:<\/strong><\/p>\n\n\n\n

            \n
          • Select from dropdown: 1 month, 2 months, 3 months, 6 months, or 1 year<\/li>\n\n\n\n
          • Already configured periods won’t appear in the dropdown<\/li>\n<\/ul>\n\n\n\n

            Select Email Template:<\/strong><\/p>\n\n\n\n

              \n
            • Choose from pre-built templates or create custom<\/li>\n\n\n\n
            • Templates include appropriate messaging for each time period<\/li>\n<\/ul>\n\n\n\n

              Email Subject:<\/strong><\/p>\n\n\n\n

                \n
              • Use dynamic placeholders for personalization<\/li>\n\n\n\n
              • Example: \"We Miss You, {{FIRSTNAME}}! \ud83d\udc4b\"<\/code><\/li>\n<\/ul>\n\n\n\n

                Email Content:<\/strong><\/p>\n\n\n\n

                  \n
                • Rich text editor for formatted emails<\/li>\n\n\n\n
                • Available placeholders:<\/li>\n\n\n\n
                • {{USERNAME}}<\/code> – User’s username<\/li>\n\n\n\n
                • {{FIRSTNAME}}<\/code> – User’s first name<\/li>\n\n\n\n
                • {{LASTNAME}}<\/code> – User’s last name<\/li>\n\n\n\n
                • {{EMAIL}}<\/code> – User’s email address<\/li>\n\n\n\n
                • {{BALANCE}}<\/code> – User’s current balance (auto-detects SMS or Wallet)<\/li>\n\n\n\n
                • {{LASTMESSAGEDATE}}<\/code> – Date of last message sent<\/li>\n\n\n\n
                • {{INACTIVEDAYS}}<\/code> – Number of days since last activity<\/li>\n<\/ul>\n\n\n\n

                  Add Multiple Steps:<\/strong><\/p>\n\n\n\n

                    \n
                  • Click “+ Add Email Step”<\/strong> to add more periods<\/li>\n\n\n\n
                  • Example progression: 30 days \u2192 60 days \u2192 90 days<\/li>\n\n\n\n
                  • Each step sends only if previous steps were already sent<\/li>\n<\/ul>\n\n\n\n

                    Step 5: Save and Activate<\/strong><\/p>\n\n\n\n

                      \n
                    1. Review all settings carefully<\/li>\n\n\n\n
                    2. Click “Save Changes”<\/strong><\/li>\n\n\n\n
                    3. Automation will execute according to the configured schedule<\/li>\n<\/ol>\n\n\n\n

                      How Emails Are Sent:<\/strong><\/h4>\n\n\n\n
                        \n
                      • Progressive Delivery:<\/strong> Users receive only ONE email per cron run<\/li>\n\n\n\n
                      • Next Eligible Email:<\/strong> System sends the next email they qualify for<\/li>\n\n\n\n
                      • No Duplicates:<\/strong> Each email is sent only once per user<\/li>\n\n\n\n
                      • Smart Timing:<\/strong> Cron checks daily and sends appropriate emails<\/li>\n<\/ul>\n\n\n\n

                        Example Configuration:<\/strong><\/h4>\n\n\n\n

                        Email Step 1 (30 Days Inactive):<\/strong><\/p>\n\n\n\n

                          \n
                        • Subject: “We Miss You! Your Account Has {{BALANCE}} Credits”<\/li>\n\n\n\n
                        • Content: Friendly reminder about unused credits and available features<\/li>\n<\/ul>\n\n\n\n

                          Email Step 2 (60 Days Inactive):<\/strong><\/p>\n\n\n\n

                            \n
                          • Subject: “\u26a0\ufe0f Don’t Lose Your {{BALANCE}} Credits!”<\/li>\n\n\n\n
                          • Content: More urgent tone emphasizing credit value and expiry concerns<\/li>\n<\/ul>\n\n\n\n

                            Email Step 3 (90 Days Inactive):<\/strong><\/p>\n\n\n\n

                              \n
                            • Subject: “Final Reminder: Use Your Credits Before They Expire”<\/li>\n\n\n\n
                            • Content: Last chance message with strong call-to-action<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                              Inactive User Automation helps you automatically re-engage users who haven’t sent any messages (SMS, WhatsApp, or Voice) for a specified period. This is crucial for reducing churn and reminding users about their unused credits. Step-by-Step Setup Guide: Step 1: Create New Automation Step 2: Basic Configuration Step 3: Configure Execution Rules Check which messaging products […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[301],"tags":[],"class_list":["post-891","post","type-post","status-publish","format-standard","hentry","category-automation"],"_links":{"self":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/891","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/comments?post=891"}],"version-history":[{"count":0,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/posts\/891\/revisions"}],"wp:attachment":[{"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/media?parent=891"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/categories?post=891"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/smppcenter.com\/kb\/wp-json\/wp\/v2\/tags?post=891"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}