Lost leads reactivation email

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Introduction

Not every sales opportunity ends in a win—but that doesn’t mean it’s gone forever. A lost leads reactivation email lets you reconnect with old prospects and turn “no” into “maybe.” Using Odoo CRM with Odoo Email Marketing, you can create targeted email campaigns to re-engage leads that were previously marked as lost.

Step-by-Step Instructions

  1. Install Required Apps

Make sure CRM and Email Marketing are installed and configured.

  1. Create a New Mailing
  • Go to Email Marketing → Mailings → New.
  • Enter a clear subject line (e.g., “We’d love to reconnect!”).
  • Set Recipients to Lead/Opportunity.
  1. Add Essential Filters

Filters ensure your email only targets the right lost leads.

  • Blacklist: Keep the default rule to exclude unsubscribed contacts.
  • Created on: Choose a date range to focus on leads lost in a specific period.
  • Stage: Exclude leads that are New, Qualified, or Won. Adjust names if your pipeline differs.
  • Lost Reason: Target specific reasons like Too Expensive or Not Enough Stock.
  • Active: Add both “Active is set” and “Active is not set” to include all lost leads.

Tip: Ensure the filter group reads Match all of the following rules to capture only leads that meet every condition.

  1. Design Your Email
  • Choose a pre-made template or design from scratch.
  • Personalize your content with a friendly tone and a clear call-to-action.
  1. Save Filters for Future Use

Click Save as Favorite Filter, name it (e.g., Lost Leads), and click Add.

  1. Send or Schedule
  • Click Send to deliver immediately.
  • Or click Schedule to set a future date and time.

Use A/B Testing (found under the A/B Tests tab) to test different subject lines or email designs before sending to everyone.

  1. Monitor Results

Use the smart buttons on the sent email to track:

  • Opened: Who read the email.
  • Clicked: Who clicked a link.
  • Leads/Opportunities: New CRM opportunities generated.
  • Quotations & Invoiced: Revenue impact.

Bounced & Ignored: Delivery or engagement issues.

Tips

  • Segment by Lost Reason: Example—target Not Enough Stock if you’re announcing new inventory.
  • Follow Up with Nurturing Emails: Send weekly or trigger-based follow-ups to stay top of mind.
  • Personalize the Message: Mention the product, service, or reason for reconnecting.
  • Review Analytics: Use smart buttons to refine your strategy.

Example:
Week 1 – “We’re back in stock—don’t miss out!”
Week 2 – “Stock is almost gone—did you get yours?”
Week 3 – “Last chance! Enjoy 20% off today.”

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