Surface Millions of Dormant Accounts in One Query
Audit your entire CRM base in chat to find the money hiding in plain sight — dormant and never-deposited accounts — and turn the findings into buildable Target Groups.
Most teams know their base is bigger than the players they actively market to, but quantifying the gap means a BI request and a wait. With the Optimove MCP, an operations or email lead can audit the whole base in one conversation: how many customers have never deposited, how many have gone dormant, and how those break down by first-deposit cohort — then turn each finding straight into a Target Group.
Because the connector reads your live instance, the audit is exact rather than estimated. The same session can sweep campaign and deliverability history alongside the base audit, so a single conversation surfaces both the dormant opportunity and how well recent sends actually reached people.
What you need to run this use case.
| Ingredient | What to use |
|---|---|
| AI assistant | Any MCP-compatible AI assistant (Claude, ChatGPT, Copilot, and others) |
| Connector | Optimove MCP |
| Optimove data | Full customer base, deposit history, first-deposit cohorts, campaign and deliverability history |
| Output | Base audit + buildable Target Group drafts |
These prompts are a baseline — a starting point to copy and adapt to your own brand, data, and goals, not a fixed script. Paste one into your assistant with the Optimove connector on, and replace anything in [brackets].
Using the Optimove MCP, audit our whole customer base. 1. How many customers have never deposited, and what share of the base is that? 2. How many are dormant, and how do first-deposit cohorts break down by year? 3. Turn the most actionable cohorts into draft Target Groups I can review and build
Dormant-Account Audit
A whole-base audit surfaces millions of never-deposited and dormant accounts, breaks them into cohorts, and drafts the Target Groups — the same 'ask and get the numbers' motion this use case is built on.
The flow, step by step:
Ask for the base breakdown. Ask your AI assistant for the size of your base and the share that has never deposited. It reads the live counts rather than estimating.
Break dormancy down by cohort. Have it split dormant and first-deposit customers by cohort — for example, first deposit by year — so the opportunity is grouped in a way you can act on.
Sanity-check against sends. In the same session, sweep recent campaign and deliverability history to see how well you are currently reaching these people.
Draft the Target Groups. Ask your AI assistant to turn the most actionable cohorts into draft Target Groups. Review the definitions before creating them in Optimove.
Prioritize the follow-up. Decide which cohort to reactivate first, and pair it with a win-back or reactivation program (see the retention use cases).
An Operations Director and an Email Marketing Manager audited their entire CRM in chat and found that 76% of a 2.73-million base — 2.07 million accounts — had never deposited. In the same session they broke first-deposit customers into yearly cohorts and turned them into seven buildable Target Groups, sweeping more than 300 campaigns and 170-plus deliverability pulls along the way to ground the audit in how sends were actually performing.
never-deposited accounts surfaced (76% of base)
cohorts turned into buildable Target Groups
whole-base audit, no BI ticket
Does this change anything in my instance?
No. The audit is read-only. It surfaces counts and cohorts and drafts Target Group definitions; nothing is created until you build the drafts yourself.
How is this different from an exported report?
It reads live counts on demand and lets you follow up in the same breath — reshaping cohorts, checking sends, and drafting audiences — rather than waiting on a static export.
What do I do with millions of dormant accounts?
Start with the highest-value or most recent cohort and pair it with a win-back program. Reactivating even a small share of a base that size is usually a material number.