Tag contacts unengaged 6-12 months for a re-engagement campaign

Tags: Infusionsoft

As you collect engaged customers as contacts, so do you collect contacts that become unengaged with your business. If you haven’t cleaned your email list in a long time (more than 6 months), you can apply the processes: Remove contacts unengaged more than 1 year and the process below to send a re-engagement campaign to contacts that have been unengaged with your business for 6-12 months. 

To avoid this process in the future, we recommend regular recurring efforts around List Hygiene, which is critical to your email marketing success. 


  1. Navigate to Marketing and click Reports.

  2. Click on Email Status Search to open the report.
    If your app brings you to a list of search results, click the New Search button.

  3. In the Email Status drop-down, select the first four options (hold the Shift key down to select multiple options).

  4. In the Last Engagement Date drop-down, select More than 6 Months.

  5. Set a Last Engagement Interval. Select a date 1 year back from today and for the second date, select a date 6 months back from today.


  6. Next, we will exclude new leads from our search. Click the Misc Criteria tab.

  7. In this example, we will use a date range starting with the earliest date of our company going up to 4 months ago, so that any new leads captured within the past 4 months will not be included in our data.

    1. In the Date Created fields, select today’s date and change the year to 2009.
    2. In the second date window, select a date 4 months in the past from today.


  8. Click Search at the bottom of the page to view the results.

  9. Next, create and apply a tag to these contacts so that we can include them in a re-engagement campaign later. Click the Select All checkbox at the top of the results.

  10. Click the Actions drop-down and select Apply/Remove Tag.

  11. Make sure that you select the radio button next to Apply and select a tag or click Create a new Tag.


  12. To create a new tag, enter a Tag Name and click Create this Tag.

  13. Click Save.

  14. Click Process Action.

The article, Send re-engagement emails to unengaged contacts, is the next step in the re-engagement campaign process.