It's tough to retain customers, but a memorable experience keeps them coming back. One way to do that: Thank your customers.
Why? Showing gratitude helps keep your customers happy, feel valued, and more likely to keep doing business with you.
With Zapier, you can automate post-purchase thank yous for a more personal customer experience—and you don't have to panic about forgotten follow-ups. Here are a few ways you can use Zaps—what we call our automated workflows—to show your appreciation.
You'll need a Zapier account to use the workflows in this piece. If you don't have an account yet, it's free to get started.
Send a thank you email or text
You just closed a deal and earned a new customer. Good job! But you're not done yet.
Before you move on to the next sale, thank your new customer for choosing to do business with you. You can use Zapier to set up automatic thank-yous whenever there's a new purchase or closed deal.
Send your message through your email marketing platform, a text service, or straight from your work email with one of these Zaps.
To get started with a Zap template—what we call our pre-made workflows—just click on the button, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.
Send emails via Gmail when Google Sheets rows are updated
Send Twilio texts for new HubSpot contact property changes
Want to make your message to be more human? Customize your message text when you're setting up your Zap. You can map data from the apps used in your Zaps to add your customer's name, the product they purchased, or other personalized details.
For example, you could automatically message a new customer 15 minutes after marking a deal closed and won in your CRM (Customer Relationship Management) tool. That way, it's not super obvious it's an automated message.
Send a handwritten card
Handwritten notes are a pleasant surprise. They add an extra level of personalization, but it can be time-consuming to do yourself.
If you don't have the time (or you're worried about your handwriting), services like Handwrytten and Thankster will send handwritten cards for you. Pair them with Zapier, and you can make handwritten cards a regular part of the customer experience, no stamp-licking necessary.
To get started, try these Zaps, which will automatically create and send new handwritten notes from your CRM or spreadsheet contacts.
Send Thankster cards for new rows on Google Sheets
Mail Thankster handwritten cards with new contact changes in Hubspot
Send Handwrytten cards for updated Salesforce records
Send swag and gifts
Everyone loves swag, but managing orders and fulfillment is stressful. If you use a swag management platform like Printfection, you can use a Zap to automatically create new orders from contacts in your CRM, a spreadsheet, or a form.
Add Printfection gift URL to new contacts on a list in HubSpot
Send Printfection gift URL to new contact from a Google Sheet
Add Printfection gift URL to updated Salesforce records
Create and send Printfection giveaway links from Google Form responses
Note: Some of these Zaps are multi-step Zaps, which are available on paid plans or the first two weeks of a paid trial.
Prefer sending digital gift cards? These Zaps will automatically send e-gift cards to customers, so you don't have to remember to do it yourself.
Send e-gift cards via Tango Card when contact properties change in HubSpot
Order Tango Card e-gift cards for new custom objects in Salesforce
Send Tango Card rewards for new Airtable records in a view
Depending on the products or services you offer, consider sending your customers a useful piece of content as a thank you. It can be a great way to follow up on customer interactions, address their needs, and increase customer retention.
Depending on the apps you use to communicate with customers, you may need to upload your content somewhere first, such as a cloud storage app or CRM.
Then, set up a Zap that sends an email when there's a new purchase or an updated record in your CRM. When customizing your message, be sure to include the link to the file you want to send. You can either hyperlink it within text or send it as an attachment, depending on the app you're using.
Learn more about how file attachments work in Zaps.
These Zaps are a good place to start:
Add customers to ActiveCampaign automations when they are charged on Stripe
Send Microsoft Outlook emails for updated Microsoft Dynamics CRM opportunities
Show a little (automated) appreciation
When your customers feel valued and taken care of, they're more likely to stick around. Automation with Zapier can help you include personal touches throughout the customer experience.
A previous version of this article was published in 2019 by Jasmine Williams. It was updated in June 2022 by Krystina Martinez.