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Hero Image for Lob Deep Dives Blog PostSet It and Send It: 3 Automated Direct Mail Workflows for Reactivation
Direct Mail
April 29, 2025

Set It and Send It: 3 Automated Direct Mail Workflows for Reactivation

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Lob

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Every brand has them. The customers who browse but don’t buy, sign up but disappear, or once loved you...and now ignore you entirely. These aren’t lost causes. They’re prime opportunities for reactivation.

Direct mail is a proven way to re-engage lapsed and lost customers. Mail doesn’t rely on algorithms or inbox placement. It reaches customers even if they’ve opted out or tuned out from channels. When automated and integrated with the rest of your marketing stack, direct mail becomes a high-impact reactivation tool that your team can run on autopilot.

These three automated workflows use direct mail to bring customers back – along with channels like email, SMS, and ads. And to explain what makes each one effective, we’ve asked Diana Bannoura, Lob’s Marketing Operations Manager, to share her expert insights on why these journeys work in the real world.

Workflow 1: Browse → Nudge → Buy

This workflow targets customers who are still engaging – they’re browsing, maybe even adding to cart – but haven’t purchased in a while. They’re not inactive, but they are at risk of slipping away. The goal of this flow is to turn that passive interest into action using a mix of digital and physical touchpoints, and a well-placed promo, before the window of intent closes.

Audience: Existing customers showing recent engagement but no purchase for 60 days

Trigger: Viewed a product or added to cart without checking out

Goal: Convert interest into action before it goes cold

Workflow

  • Day 0: Trigger an email reminder highlighting browsed products. Add urgency with messaging like “Selling fast!” 
  • Day 2: Share the same products in a retargeting ad on social or display channels to reinforce interest.
  • Day 5: Send a direct mail postcard featuring the browsed item and an exclusive offer.
  • Upon mail delivery: Trigger an SMS: “We mailed you something good…”

Expert insight

“Customers don’t just go cold overnight. Often, they’re still browsing, but not buying. This workflow targets that gray area with a mix of timely nudges and added value. Direct mail stands out here because it feels intentional and personal, and when paired with digital personalization, it keeps your brand front and center during an important moment in the customer journey.” – Diana Bannoura, Marketing Operations Manager

Workflow 2: First Purchase → Social Proof → Second Chance

Some customers buy once and disappear. They liked your brand enough to take that first leap but haven’t made a second purchase. Maybe they’re unsure what to try next, or they’re waiting for extra motivation. This workflow uses social proof at every step to show why others like them are becoming loyal customers.

Audience: First-time buyers with no repeat purchase 

Trigger: No activity 45–60 days after initial order

Goal: Drive a second purchase by reinforcing trust through social proof

Workflow

  • Day 0: Send a check-in email with social proof: “Here’s what customers like you tried next.” Highlight popular products or services and include reviews or star ratings.
  • Day 3: Push notification: “Looking for your next favorite? Customers who bought [Product] loved [Next Product].”
  • Day 5: Launch a retargeting ad campaign featuring bestsellers and top-rated products with social proof visuals.
  • Day 7: Send a direct mail postcard highlighting popular products and services. Reference their last purchase and include a promo code.
  • Upon mail delivery: Trigger an email to remind them of the discount code and highlight one or two rave reviews.
  • Day 10: Final SMS: “Your discount code expires soon – don’t miss your chance to shop our most-loved products for less.”

Expert Insight

“Social proof is powerful, especially for first-time buyers who aren’t sure what to do next. This workflow uses reviews, trends, and community cues to guide that second purchase. It’s not just about the offer – it’s about showing that buying again is a no-brainer, because people like them are already doing it.” – Diana Bannoura, Marketing Operations Manager

Workflow 3: Account Ending → Renewal Reminder → Subscriber Saved

Renewals are a critical moment in the customer lifecycle and one of the most common drop-off points for subscription-based products and services. Whether it’s for an insurance policy or web hosting, reaching out before the deadline keeps customers around – and in some cases is required by law! This workflow makes the renewal process hard to miss.

Audience: Customers with upcoming renewals (e.g., 30–60 days out)

Trigger: No engagement or action taken 30 days before the renewal deadline

Goal: Prompt the customer to review and renew their coverage, account, or service

Workflow

  • Day 0 (30 days out): Send an initial email reminder outlining what’s about to expire, the deadline, and how to renew.
  • Day 5: Have an app? Send a push notification as a light-touch nudge.
  • Day 7: Send a personalized direct mail letter with account details, a clear renewal deadline, and an easy way to take action, like a QR code or short URL. Include any available incentives.
  • Day 10: Send a follow-up email reinforcing the deadline and linking to the renewal portal.
  • Day 20 (10 days out): Email reminder highlighting that the deadline is approaching, with a clear value statement and support info.
  • Day 29 (1 day out): Send a final email and push notification prompting immediate action before expiration.

Expert Insight

“When it comes to renewals, timing is everything to help customers avoid disruption. This journey is paced to stay helpful, not overwhelming, and mail adds a layer of formality and security that reinforces the importance of the deadline.”  – Diana Bannoura, Marketing Operations Manager

Want to build these workflows into your customer lifecycle?

Lob makes it easy to trigger personalized direct mail from your CRM, CDP, or marketing automation platform so you can scale reactivation without lifting a finger. 

Explore direct mail automation with a Lob expert →

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