Send Customers a Personalized Year-in-Review of Their Usage
Deepen loyalty with a personalized year-in-review email showing each customer what they accomplished with your product this year.
- 1
Schedule Year-End
Add a
Schedule Triggerset for late in the year. - 2
Compile Each Customer's Year
Add a step gathering their key stats and milestones.
- 3
Generate a Recap Graphic
Add a
Bannerbearnode rendering a personalized year-in-review image. - 4
Send the Recap
Add a
Gmailnode emailing each customer their personalized year-in-review. - 5
Activate and Test
Activate the workflow for a test customer. Confirm the recap generates.
Frequently asked questions
Why a year-in-review?
Reminding customers of the value they got is a powerful, positive renewal moment.
Can it be shareable?
Make the recap graphic easy to share so happy customers spread the word.
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