Use this file to discover all available pages before exploring further.
Win-Back classifies every account on a recurring schedule against three detection types, surfaces active signals on the account row and drawer, and emails a digest of recoverable revenue to anyone in your org — with a pre-built draft sequence per type, ready to launch.It replaces the older “active / at-risk / dormant” classifier that ran off each account’s median order gap — the activity-status badge on the Orders tab and the digest are now both driven by the three-type framework below, using configurable thresholds instead of fixed cadence multipliers.
Account still active, but a specific (OD, grade) combo it bought consistently has gone silent
C
Cherry-Picking
Account only buys hard-to-source specialty items from you; the standard volume goes to competitors
Each type produces its own signal granularity:
A and C — one signal per account
B — one signal per lapsed (OD, grade) combo (an account can carry several Type B signals at once)
An account can carry signals of multiple types simultaneously. The badge column in the Accounts table shows a compact badge per type — a B×3 badge means the account has three lapsed product combos.
Most win-back tooling stops at “fully dormant” — Type A. PTC’s sales team identified the deeper threat: competitors rarely displace an account entirely, but they take share within it. An account can remain active and still represent a material revenue loss if it stops buying specific sizes, grades, or product families.
Type
Risk it surfaces
A
Lost the relationship
B
Lost a specific program inside an active relationship
C
Single-sourcing the specialty work that’s hardest to find — competitors handle the rest
Lines with OD ≥ this count as specialty/hard-to-source
Specialty share
80%
Share of total spend on specialty items above which the account is flagged
Minimum total spend
$50K
Account-level spend floor in the window
Window
1 year
Trailing window the share is computed over
Start with Type A only. Once the digest is steady-state, turn on Type B to surface losses within active accounts — that’s typically where the biggest unaddressed revenue lives.
Active win-back signals show as a badge row in the Win-Back column on the Accounts table. The same badges appear in the Win-Back Signals section on the account drawer with full context (which combo lapsed, what specialty share, etc.).Tooltips on each badge surface the top items so you don’t have to open the drawer to scan.
The Status column on the Accounts table has been renamed to Win-Back Enrollment with three values:
Value
Behavior
Auto
Inclusion in the digest is driven by detection — pinned into the digest when any signal is active, pinned out when there’s nothing to surface
Yes
Force-include the account in every digest, regardless of detection. Use for VIP accounts you want re-engaged every cycle
No
Force-exclude. Use for accounts you’ve decided not to chase
Click the cell to switch between the three. Auto rows show the currently-resolved state (Yes / No) on the popover button so you can scan the table without checking the drawer.
Each digest is grouped by signal type, with a section per type that has active signals. Within each section, accounts are sorted by lifetime revenue, top 25 per type. Every row links back to the account drawer.
Section
Headline metric per row
Type A
Days inactive · lifetime revenue
Type B
Lapsed OD/grade · lapsed revenue
Type C
Specialty share % · estimated upside
If no accounts are inactive across any enabled type, you receive a short heartbeat email — so you always know the monitor is running.
Every digest creates one fresh draft sequence per active type — pre-loaded with the right outreach angle for that signal:
Type
Outreach angle
A
Reactivation referencing specific grades / sizes previously purchased. Lead with availability and lead-time certainty; ask what changed
B
Reference the lapsed (OD, grade) by name. Frame around supply continuity; ask if requirements changed or a competitor stepped in
C
Consolidation pitch: position yourself as single-source for specialty and standard. Use the existing specialty history as proof of the relationship
Each draft is pre-enrolled with the primary contacts of accounts that have any signal and aren’t pinned to No under Win-Back Enrollment. Contacts without an email address are skipped. Accounts already enrolled in another active sequence are skipped on the next run, so a rep doesn’t end up with one contact in two re-engagement flows at once.
Each digest creates a fresh draft — the contact list reflects who has active signals right now, not who had them last week. If you’d rather keep a single rolling re-engagement campaign, archive the auto-generated drafts and enroll into your own sequence on a longer cadence.
