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Re-engage inactive Access Vincere clients with automation

Out-of-the-box automations that allow you to re-engage with inactive clients in your database.

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Written by Terence Cassidy
Updated over 4 months ago

Understand how to re-engage with inactive candidates in the database using out-of-the-box automations provided by Access Automate.

You need to follow these steps:

  • Start by defining search criteria for inactive candidates. Think about who you would like to contact, for example, contacts whom you've spoken to in 3/6/12 months.

  • Deciding on the criteria - e.g. contacts inactive for over three months and CRM stage status must be pending or in early stages of the BD pipeline.

  • Choose whether to run as a one-time contact search or an ongoing search. By selecting One Time or Always.

  • Create an email template to reach out to inactive clients. You can do this by clicking on Email Templates and then + New Template.


Utilise the Chatbot for Data Collection is a good practice as

  • You can verify if the contact is the right person for recruitment.

  • You can gather information on hiring activities.

Features

  • Different paths based on responses:

    • If they're the right contact:

      • Gather details about current hiring needs.

    • If they're not the right contact:

      • Collect information on who to contact instead.


Remember the Follow-Up Process to maintain the momentum

  • Allow seven days for the contact to respond.

  • If no response, send a follow-up email with the same chatbot. By selecting Add a Step then clicking Email.


Benefits of the Chatbot

  • Keeps the database clean and up-to-date.

  • Engages inactive clients and gathers valuable information.

  • Potentially leads to new business opportunities.

For more information on doing the above, check out our video below:
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