Offer a Loyalty Upgrade on the Customer's Anniversary
Reward loyalty and grow revenue — on a customer's signup anniversary, thank them and offer a loyalty-priced upgrade or add-on.
- 1
Schedule the Check
Add a
Schedule Triggerrunning daily. - 2
Find Anniversaries
Add a
Codenode selecting customers whose signup anniversary is today. - 3
Craft the Offer
Add a
Setnode building a thank-you plus a loyalty-priced upgrade tailored to their plan. - 4
Send the Email
Add a
Gmailnode delivering the appreciation and offer. - 5
Activate and Test
Activate the workflow and set a test customer's anniversary to today. Confirm the email sends.
Frequently asked questions
Is an upsell on an anniversary too salesy?
Lead with genuine thanks and frame the offer as a loyalty perk, not a hard sell, and it lands warmly.
Can I vary offers by tenure?
Yes — bigger perks for longer-tenured customers reinforce the value of staying.
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