activetrail
List Email Campaigns
Review recent campaigns to identify the dormant contact cohort.
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
Review recent email campaign reports to compile a list of contacts who have not opened or clicked any email in the past 90 days.
Create a dedicated reengagement group in Activetrail and bulk-import the dormant contact list into it.
Check existing SMS campaign templates to select or adapt one appropriate for a reengagement message.
Send a WhatsApp campaign to opted-in dormant contacts in the reengagement group using an approved template message.
Retrieve the automation report to track how many dormant contacts re-engaged and feed results back into the segmentation logic.
activetrail
Review recent campaigns to identify the dormant contact cohort.
activetrail
Create a dedicated reengagement contact group.
activetrail
Bulk-add dormant contacts to the reengagement group.
activetrail
Review existing SMS campaign templates for reengagement use.
activetrail
Send the reengagement campaign via WhatsApp to opted-in contacts.
activetrail
Monitor the performance of the reengagement automation workflow.
Integration
Create, send, and track marketing campaigns via Email, SMS, WhatsApp, and Push Notifications. Manage contacts, groups, and mailing lists with bulk import, segmentation, and subscription status tracking. Build and activate marketing automation workflows with triggers, steps, and A/B split testing. Retrieve detailed campaign reports including opens, clicks, bounces, unsubscribes, and per-domain statistics. Send transactional/operational messages to individual recipients. Manage e-commerce orders and shopping carts, leads and opportunities, signup forms, landing pages, and reusable email templates. Track contact activity history, manage external contacts by third-party IDs, configure webhooks for contact change events, and view account credit balances and sending profiles.
Outcome 1
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 2
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 3
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Outcome 4
Metorial keeps the workflow connected, governed, and traceable across the systems involved.
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like automate sms and whatsapp reengagement campaigns for dormant contacts into something you can deploy quickly, safely, and at scale.
Fast
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
However you adopt AI, Metorial has a path for connecting it safely.
Solution
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.