It's important to show appreciation to customers who have been with you for a long time. However, keeping track of when a customer's anniversary is and ensuring they are up to date on their payments can be time-consuming. To make this process easier, you can create a workflow that automatically sends a reward to customers who have been with you for over a year.
One way to set up this workflow is by using the Zaybra app, which allows you to integrate Stripe payment information into HubSpot. However, you can use any property that tracks when your client relationship started and their subscription status.
You'll also want to trigger based on the customer's subscription status being either active or past-due.
This action will set a delay for up to 30 days but will move to the next step if the subscription status changes to active at any point and the customer will then receive the reward email.
By setting up this workflow, you can easily celebrate your long-term customers without worrying about tracking dates and payment statuses manually. It also helps to ensure that customers who are behind on payments are treated differently, without losing the opportunity to celebrate their loyalty to your business.
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