Overview
The Reengagement automation template helps you thoughtfully reconnect with supporters who haven’t engaged recently. It sends a short, respectful series of emails designed to check in without overwhelming people.
You can review all messages and timing before activating the workflow. No emails are sent until you turn it on.
Before You Begin
Before starting, make sure:
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You can access Workflow Automation
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You’re comfortable reviewing email content and timing
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You understand this workflow is for inactive supporters, not new sign-ups
Time estimate: 5–10 minutes
Step 1: Start with the Template
Most people start on the EveryAction Home Page.
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From the left-hand menu, click
Engagement → Communication Tools → Workflow Automation -
If you don’t see Workflow Automation:
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Use Search for a page in the left-hand navigation
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Type Workflow Automation
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Select Build from a template
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Tip: Templates are designed to be safe starting points—you can adjust or leave defaults as needed.
Step 2: Select the Reengagement Template
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In the template list, choose Reengagement
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Open the template to view the workflow steps
At this stage, you’re only reviewing the setup. No supporters are contacted yet.
Step 3: Review the Message Sequence
This workflow includes a short sequence designed to be respectful of supporters’ attention.
As you review the steps, you’ll see that the workflow:
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Sends a reengagement email
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Waits between messages
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Adjusts what happens next based on engagement (for example, whether someone opens or clicks)
This helps prevent over-messaging and stops outreach when someone re-engages.
Step 4: Customize Messaging (Optional)
You can edit the reengagement emails to match your organization’s voice and tone.
Common updates include:
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Softening language to sound more invitational
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Adjusting subject lines
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Confirming sender and reply-to details
Tip: If the default messages feel right, it’s okay to leave them as-is and move on.
Step 5: Run Check and Activate
When you’re ready:
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Run the workflow check to confirm everything is complete
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Activate the automation
Important: Once activated, emails will be sent only to supporters who meet the inactivity criteria. If you’re not ready yet, you can save your work and activate later.
What’s Next?
After activation, you may want to:
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Identify lapsed supporters to better understand who qualifies as inactive
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Monitor email engagement to see how supporters respond
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Return to Understanding Workflow Automation Templates for a broader overview
You can pause or edit this automation at any time if your approach changes.
What else do you need help with?
If this isn’t what you were looking for, you might want to explore:
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Which Workflow Automation Template should I use?
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How do I view workflow automation performance?
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Back to Overview: Workflow Automation