Also known as: Win-Back Campaign, Re-engagement Campaign, Dormant Account Reactivation
A reactivation campaign is a targeted marketing effort aimed at dormant clients who once funded a trading account but have gone inactive. Its single goal is to trigger a return to the platform through a timely, high-value offer, a new tool, or a specific reason to log back in and place a trade.
Dormancy is defined by the broker's own rules, and the threshold matters. Most retail brokers flag an account as dormant after 30, 60, or 90 days without a trade, and many contractually reclassify a client as "inactive" after 90 days of no activity. Some IB agreements even reassign or zero out rebates on clients who go inactive past a set window, so a partner has a direct commercial reason to wake these accounts before that clock runs out.
The economics are compelling. Reactivating a known client is usually far cheaper than acquiring a cold lead, because the person is already KYC-verified, already understands the platform, and has demonstrated willingness to fund. A partner who has spent nothing on new ads can still lift monthly traded volume simply by re-engaging a list that already exists in their CRM.
For example, an IB with 500 dormant clients might send a segmented sequence offering early access to a new copy-trading feature. If 8 percent (40 clients) reactivate and each trades an average of 3 lots that month, and the IB earns a $6 per-lot rebate, that single campaign generates roughly $720 in commission from list assets the partner already owned — at near-zero incremental acquisition cost.
A reactivation campaign runs on top of behavioural data. The partner (or broker) pulls a list of clients whose last trade or last login falls outside an activity window, then segments that list by why the client likely stopped: a run of losing trades, a competing broker, a life event, or simple loss of interest. Each segment receives a different message, because a burned trader and a bored trader need opposite triggers.
The campaign is then delivered across the channels the client already opted into — email, SMS, push, Telegram, or a broker-side phone call from the retention desk — usually as a short timed sequence rather than a single blast. A strong offer sits at the centre: reduced spreads for a week, a deposit-matched tradable credit, access to a new instrument or tool, or a free educational session. Results are tracked as a reactivation rate (returning clients divided by targeted dormant clients) and, more importantly, as the traded volume those returners generate over the following 30 to 60 days.
Set a clear inactivity window (for example, no trade in 45 days) and export every matching client from your CRM or IB portal before they cross the broker's contractual inactivity cutoff.
Split the list into groups such as recent losers, one-and-done depositors, and lapsed high-volume traders. Each group needs a different message and offer.
Attach a concrete, time-boxed incentive to each segment — a spread discount, a new tool, education for those who lost money, or a broker-approved deposit bonus.
Send a 3-to-5 touch sequence across email, SMS, and push rather than one message, spacing touches over 7 to 14 days with a clear deadline.
When a client clicks or replies, hand them to yourself or the broker's retention manager for a personal follow-up that closes the return.
Track reactivation rate and the traded lots returners generate over the next 30 to 60 days, then feed the winners back into your next campaign.
Why it matters for partnership: Reactivating a verified, familiar client is far cheaper than acquiring a cold lead, so IBs can lift monthly traded volume without raising ad spend. Waking dormant accounts before they hit the broker's inactivity cutoff also protects rebates a partner would otherwise lose.
An IB on an XM partner account has 500 clients who haven't traded in 60 days. They send a three-email sequence offering early access to XM's Copy Trading feature plus a broker-approved reduced-spread week. Around 40 clients (8%) return and trade an average of 3 lots each; at a $6 per-lot rebate that reactivation produces roughly $720 in commission from a list the IB already owned.
| Aspect | Reactivation Campaign | Retention Campaign |
|---|---|---|
| Target | Dormant / lapsed clients | Currently active clients |
| Goal | Win them back | Stop them leaving |
| Trigger | Strong one-off incentive | Ongoing engagement & value |
| Timing | After inactivity threshold | From the first deposit onward |
Segment dormant users by the reason they left — send educational content and risk-tool guidance to those who lost money, and tighter-spread or new-feature news to those who simply lost interest.
Blasting a generic newsletter to the whole dormant list produces near-zero returns; without a segmented, time-boxed, high-value trigger, inactive clients simply ignore it and your sender reputation degrades.
Yes — ask your IB or affiliate manager. Many brokers provide exclusive deposit-match or reduced-spread offers specifically to help partners win back a dormant list, plus retention-desk support to call responders.
It depends on the broker, but common thresholds are no trade in 30, 60, or 90 days. Many brokers also contractually flag accounts as inactive after 90 days, which can affect your rebates.
A well-segmented win-back list typically returns roughly 5-15% of targeted clients. Rates vary widely by list quality, offer strength, and how long the clients have been dormant.
No. Reactivation targets clients who already went inactive and tries to bring them back, while retention targets currently active clients to stop them from leaving in the first place.
Only where the broker's license permits them. Bonuses are restricted or banned under some regulators (for example ESMA-aligned EU entities), so always use broker-approved offers and never promise guaranteed returns.
Track the reactivation rate plus the traded volume returners generate over the next 30-60 days. Volume — not open or click rate — is what converts into rebate income.