Automated Inactive Customer Warnings and Deactivation

Automated Inactive Customer Warnings and Account Deactivation

Summary

When enabled, Infigo automatically sends two warning emails to customers approaching their account deactivation date due to inactivity, and runs a background task to mark inactive customers accordingly. Operators configure all thresholds from Admin > Configuration > Settings > Cleanup Settings.

Problem

Platform users who had been inactive for an extended period were at risk of having their accounts deactivated without any prior notice, leaving them no opportunity to log back in and retain access. Operators also had no automated way to mark customers as inactive based on a configurable inactivity threshold.

Environment

Admin Panel — Configuration > Settings > Cleanup Settings

Admin Panel — Content > Email Message Templates

Background task: Mark Customers As Inactive

Prerequisites

Email sending must be configured and working on the platform. The Enable mark-as-inactive task setting must be explicitly turned on before any customers are affected by the automated deactivation process.

Resolution

  1. Log in to the Admin Panel.

  2. Navigate to Configuration > Settings > Cleanup Settings.

  3. Set Mark inactive after (days) to your desired inactivity threshold (recommended: 90).

    1. Screenshot_2026-06-22_1122402.png

  4. Set Early warning account deactivation (days) to how many days before deactivation to send the first warning email (recommended: 5).

    1. Screenshot_2026-06-22_112538.png

  5. Set Last warning account deactivation (days) to how many days before deactivation to send the final reminder (recommended: 1).

  6. Enable the Enable mark-as-inactive task toggle and save the settings.

    1. Screenshot_2026-06-22_112240.png

  7. Navigate to Content > Email Message Templates.

  8. Find First Warning: Account deactivation warning and set it to active.

  9. Find Last Reminder: Account deactivation warning and set it to active.

    1. Screenshot_2026-06-22_112742.png

Verification

  1. Follow all previous steps to configure the functionality.

  2. Create a test customer with no recent activity at the appropriate threshold date.

  3. Enable the mark-as-inactive task and wait for the daily email process to run.

  4. Verify the early warning email is received and that all tokens resolve correctly — deactivation date, last activity date, and direct login link.

  5. Confirm that customers with recent logins do not receive warning emails.

Note: If you cannot access the Cleanup Settings screen, please submit a ticket to our Support team who will action this task for you.

A new email token is available specifically for this functionality, named Account.DeactivationDate%

Incomplete
Alternate Search Terms

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