How to plan re-engagement
The two-play framework for recovering dormant or at-risk users.
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When you're trying to re-engage users who've gone quiet, start with a question most teams skip: is the problem awareness, or is it activation? Dormancy usually means the user never got the value they were supposed to get — the fix isn't to remind them you exist, it's to fix the value gap. This article walks through the two plays to choose between.
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Two plays, depending on the signal
Distinguish between users who are slipping and users who are already gone — the channel strategy is completely different.
Play A — Trending toward dormancy (early intervention)
When this applies: the user is still logging in, but behavioral signals show they're slipping. Login frequency dropping, core actions declining, engaging with surface features but ignoring deeper ones.
What to build:
- In-product contextual Tooltip on the user's next session, anchored to the core action they've been skipping — not a generic "welcome back," but a nudge toward the specific value they're drifting from.
- Email follow-up if they don't return within their normal cadence.
Why early matters: act on behavioral signals, not just absence of login. The prerequisite is that your team has defined what "expected behavior" looks like at each lifecycle stage — without that, every dormancy intervention is too late.
Play B — Already dormant (recovery)
When this applies: the user hasn't been in the product long enough that in-product experiences can't reach them.
What to build:
- Email re-engagement with a deep link that drops the user back into the product at a meaningful spot — not the homepage, but the place where their next action lives.
- In-product Tooltip or Embed when they return — "you left off here" content. Embeds work well here because they sit inline and don't gate the user on return.
- Event tracking for users who don't engage with the email, so you can plan a deeper investigation or accept the loss.
The strongest single play for dormancy is a Workflow with an email to bring the user back, paired with re-onboarding content when they return. If Workflows isn't an option, use deep links in email pointing to pages with in-product experiences.
The core rule: you can't fix in-product if they're not in-product
Never rely on in-product-only plays for users who are already gone. If someone hasn't logged in for weeks, a Tooltip they'll never see isn't a strategy. Email is the right channel for recovery; in-product is for the return.
What to avoid for re-engagement
- A Modal on first return. The user just walked back in — don't gate them.
- The same content as the original onboarding. They've seen it. Use re-entry copy, not first-touch copy.
- In-product only for dormant users. Email first, in-product on return.
- Generic "we miss you" messaging. Reference the specific value or action the user was on track for, not a vague sentiment.
Defining expected behaviors by lifecycle stage
Re-engagement works best when your team has defined what "engaged" looks like at each stage — what steps a user should take during onboarding, what cadence indicates healthy adoption, what signals readiness for expansion.
Without these definitions, you can still build re-engagement campaigns, but you'll need to define the triggers as you go. If users haven't taken expected steps at a given stage, re-engage them with different messaging — not a repeat of what already didn't land.
Every re-engagement campaign gets a recovery path
This applies to all campaigns, but it's especially important for re-engagement — always include:
- An opt-out path — users can dismiss without penalty
- Event tracking on the dismissed cohort — so you know who chose not to engage
- A way to come back voluntarily — typically a Launchpad item or a persistent Embed