Marketing Automation for Customer Retention

Marketing automation for customer retention is possible by including this templates on your marketing strategy to help you retain more customers.

Send an email newsletter

Send an email newsletter to a list and follow up people who don't open after the first send.

Proactively follow up people that search your knowledge base

Find out if your knowledge base is really solving your customers' problems.

Convert NPS promoters into Salesforce Opportunities

Increase the amount of customers that you upsell by turning NPS promoters into Salesforce Opportunities.

Re-engage previous donors

Segment your donors based how much they have gifted and engage with them to donate again.

Get notified on Slack when a Segment event occurs

This simple journey helps you to find out when someone performs an event that you're tracking in Segment. Stay in the loop so you can take action faster.

Notify your team on Slack when an event occurs in Heap

Find out when someone performs an event that you're tracking in Heap. Stay in the loop so you can take action faster.

Generate Salesforce Leads via LiveChat

Make it simple for your live chat team to convert people into Salesforce Leads so your sales team can close more deals.

Send a Delighted NPS survey five days before the end of a free trial

Increase your conversion rate by sending a Delighted NPS survey to people who trial your product or service.

Prevent customer churn by alerting your team of at-risk customers

Preventing churn is critical for SaaS products. Changes in user behavior (for example, decreased product usage) can often signal a potential risk of churn. With Autopilot and Trello you can take action when these changes in behavior occur.

Capture and organize customer feedback using Trello

This journey provides a simple but highly effective way of capturing and organizing customer feedback using Trello.
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With Autopilot we’ve been able to scale up each time our customer base grows.”

HEAD of customer happiness at oscar razor
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