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:
🤔 Scenario | 🔎 Filters |
|---|---|
Applicants who haven’t opened any email in 45+ days | |
Alumni who haven’t logged into portal in 90+ days | Login timestamp < 90 days ago |
Prospective students who started a form but didn’t submit | Form status |
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:
Initial nudge email – warm, personalized, empathetic:
“Hi
{{Preferred}}, we’ve missed you. A few updates just for you...”Link to context-driven Form – e.g. satisfaction survey, ask about barriers, or a quick “still interested?” checkbox
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.