Activetrail MCP serverActivetrail
List Email Campaigns
Review recent campaigns to identify the dormant contact cohort.
Use this recipe
Connect these apps through Metorial, then paste the prompt into Claude, ChatGPT, Cursor or any MCP client.
Identify contacts in Activetrail who have not engaged with emails in 90 days, segment them into a reengagement group, and launch a targeted SMS or WhatsApp campaign to bring them back into the active funnel. Use Activetrail through Metorial. Tools to use: List Email Campaigns, Create Group, Import Contacts, Get SMS Campaign, Send WhatsApp Campaign, Get Automation Report.
How the workflow runs
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
- 1
Identify dormant contacts from campaign history
Review recent email campaign reports to compile a list of contacts who have not opened or clicked any email in the past 90 days.
- activetrail:list_email_campaigns
- 2
Create a reengagement segment and import contacts
Create a dedicated reengagement group in Activetrail and bulk-import the dormant contact list into it.
- activetrail:create_group
- activetrail:import_contacts
- 3
Review available reengagement templates
Check existing SMS campaign templates to select or adapt one appropriate for a reengagement message.
- activetrail:get_sms_campaign
- 4
Launch the WhatsApp reengagement campaign
Send a WhatsApp campaign to opted-in dormant contacts in the reengagement group using an approved template message.
- activetrail:send_whatsapp_campaign
- 5
Monitor reengagement campaign performance
Retrieve the automation report to track how many dormant contacts re-engaged and feed results back into the segmentation logic.
- activetrail:get_automation_report
Integrations used in this scenario
Activetrail
Create Group
Create a dedicated reengagement contact group.
Activetrail
Import Contacts
Bulk-add dormant contacts to the reengagement group.
Activetrail
Get SMS Campaign
Review existing SMS campaign templates for reengagement use.
Activetrail
Send WhatsApp Campaign
Send the reengagement campaign via WhatsApp to opted-in contacts.
Activetrail
Get Automation Report
Monitor the performance of the reengagement automation workflow.
Connected systems
Integration
Activetrail
Create and manage email and SMS campaigns, send WhatsApp and transactional messages, organize contacts in groups and mailing lists, inspect campaign reports, activate existing automations, maintain reusable email templates, configure webhooks, and discover sending profiles and account balances.
Expected outcomes
- Dormant contacts are systematically identified and targeted through high-engagement channels
- WhatsApp and SMS campaigns reach contacts who have tuned out email
- Reengagement performance data informs future segmentation and suppression decisions
- The full workflow runs automatically on a defined cadence without manual list management
How Metorial powers this scenario
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
Ready for your entire team
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Guardrails on every action
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
SSO, policies, and audit trails
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
Reusable across your org
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.
Products behind this workflow
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Integrations
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
Magic MCP
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
Access Control
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
Protoguard
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
Tracing
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Portals
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
Built for your whole team
However you adopt AI, Metorial has a path for connecting it safely.
Solution
For Agents
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
For Enterprise
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
For your Workforce
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.
