AdvisorX · Lapsed customer workflow

Lapsed Customer Campaigns

Import the monthly Shop-Ware CSV, track 11-month first-touch and 12-month retry outreach, and log outcomes — all in the browser with no server required.

Call settings

Phone numbers used to initiate outbound calls via Twilio. Saved in your browser.

Shop phone number Your (agent) phone number

Monthly import

Each upload creates additive campaign records. Existing customer profiles update from the newest CSV; all prior campaign history is preserved.

Storage: browser local only

Campaign month Customer CSV (Shop-Ware export)

No import yet.

Upload a CSV to see import results.

Campaign detail

Track outreach, log attempts, set outcomes, and open Shop-Ware as the source of truth.

Select a campaign record from the queue.

Analytics

Outcome breakdown, mode performance, and monthly conversion across all campaign batches.