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Send Reengagement Letters to Selected Contacts

Create a recurring review for contacts your team has selected for a personal reengagement touch, then mail a prepared letter.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Send Letter

Submits a letter for paid printing and postal delivery; the mailing cannot be undone.

Why this helps

Follow-up can fade when a relationship has gone quiet and no one has time to revisit the CRM list.

  • Create a recurring review of contact information you have.
  • Use a prepared letter for selected contacts.
  • Keep physical follow-up from depending on memory alone.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Docupost once in the Notis portal.
  • 2Create an automation and describe the reengagement letter outcome and selection criteria.
  • 3Choose a recurring schedule trigger.
  • 4Choose where run reports should go.
  • 5Test with one contact your team selected and confirm the recipient, sender, and PDF.

Questions about this workflow

Does this assume ActiveCampaign has an inactivity field?

No. Use only contact fields or history that are actually available, or supply the criteria and data through your process.

What starts this workflow?

A recurring Notis schedule starts it.

What is required to mail the letter?

A prepared PDF URL and confirmed recipient and sender details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Active campaign to Docupost. A trigger fires from one place; an action lands in another.

Active campaign triggers

Docupost actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Send Letter

Submits a letter for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Account Balance

Returns the connected account’s numeric balance.

ActionInstant

Send Postcard

Submits a postcard for paid printing and postal delivery; the mailing cannot be undone.

ActionInstant

Connect any two apps with Notis in the middle.

Active campaign and Docupost, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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