Send a postcard to the customer who renews the first year

Marketing doesn't stop after you've acquired a new lead or closed a new customer. You’ll need to nurture your relationships with customers every step of the way. Touchpoints along the way – such as a postcard to check in and let customers know you’re listening – are a critical part of your continuous efforts.

1.

1. Set up your trigger

Build a Plainflow segment to specify the rules to target customers who are about to renew their first yearly subscription.

2.

2. Send email with Typeform

If you already have customers’ physical addresses, you can can skip this step. Otherwise, you can email customers a Typeform survey where you request this information. Plainflow will tie the response to the customer and will save the information in the user profile.

3.

3. Send a postcard with Lob

When the customer responds to the Typeform survey, trigger a zap to send a postcard via Lob.

4.

4. Send a Slack notification

When the postcard is about to be dispatched, send a new notification in your #postcards Slack channel to say that a new postcard has been sent to a loyal customer.

What you need

  • Typeform subscription

  • Lob subscription

  • Slack account

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