A re-engagement strategy is designed to reconnect with constituents who’ve become inactive, such as applicants who haven’t engaged recently, alumni who’ve gone quiet, or prospective students who paused mid-process.

Using Slate’s full toolkit—queries, forms, rules, populations, Deliver, and reporting—you’ll automate a thoughtful, context-aware outreach workflow to re-capture attention and drive action.

What you’ll create

• 😴 Quiet audiences defined as a population (e.g., no activity or communication in the last 30–60 days)

• 🔔 Re-engagement pathways via Deliver campaigns (emails, surveys, dynamic forms)

• 🤖 Rules-based automation that surfaces next actions based on responses

• 📊 Reports and dashboards to monitor re-engagement effectiveness and refine tactics

Step 1: Identify your populations

▶️ Action item: Define populations and build their supporting population rule logic.

Start with queries to isolate groups who have dropped off:

Use each query to create dedicated populations, like:

• Dormant Applicants

• Inactive Alumni

• Stalled Prospects

Segment further if needed, for example, by demographic interest, geographic region, or program. Then, layer suppression rules to avoid over-messaging.

Step 2: Map personalized paths with Deliver & forms

▶️ Action item: Build the Deliver campaign with audience set to your Populations.

For each population, craft an outreach journey:

1. Initial nudge email – warm, personalized, empathetic:

   “Hi {{Preferred}}, we’ve missed you. A few updates just for you...”

2. Link to context-driven Form – e.g. satisfaction survey, ask about barriers, or a quick “still interested?” checkbox

3. Automated follow-ups triggered by behavior:

   • Opened but no click → resend with adjusted subject or format

   • Clicked but didn’t submit form → reminder with alternate format (SMS? different medium)

   • Submitted form → tailored next steps via follow-up emails

Use Liquid markup to personalize content, and leverage rules to dynamically adapt follow-up messaging.

Step 4: Automate with rules & timing

• Set Deliver to send at optimal times (e.g., weekday mornings)

• Use populations or exclusion rules to exclude recent respondents

• Leverage expiration dates or activity-based stopping rules

Example rule:

• No form interaction within 7 days → send a “Just checking in” email

• Form submitted → switch recipient to a “Recently re-engaged” population and pause outreach

Step 5: Monitor, report & iterate

▶️ Action item: Build a tracking dashboard and share results with your team for continuous improvement.

Use Queries + Reports to answer:

• Which cohorts re-engaged? (opened, clicked, form-submitted)

• Which messaging performed best by subject line or tone?

• Are there population-specific patterns (e.g., alumni vs applicants)?

• How long did it take to re-engage?

Turn data into insights that refine content, timing, and segmentation for future campaigns.

Ready to re-engage?

• Queries built to identify dormant audiences

• Populations defined with appropriate segmentation

• Deliver campaign created with forms, personalized messaging, and conditional logic

• Scheduling, suppression, and expiration rules configured

• Reports and dashboards set to capture re-engagement performance

Final thoughts

Running a re-engagement strategy takes thoughtful orchestration across the Slate ecosystem. Be conversational, pay attention to behavior, adapt with rules, and celebrate success when engagement blooms again.