---
title: "Running a Re-engagement Strategy"
slug: "running-a-re-engagement-strategy"
updated: 2025-09-05T14:23:40Z
published: 2025-09-05T14:23:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Running a Re-engagement Strategy

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](/v1/docs/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 | [Emails Opened in Past 45 Days](/v1/docs/commonly-used-person-scoped-exports-and-filters#interactions-messages) = 0 |
| 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 `IN` “In Progress” `AND` Created date > 30 days ago |

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](/v1/docs/build-a-drip-marketing-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](/docs/build-a-yield-campaign).

## 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](/v1/docs/records-dashboards) 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.