Workflow Workshop: Keep customers coming back
This is a session in our weekly Workflow Workshop series where businesses learn how to streamline sales, operations, customer management, and payments with Method.
This week, Matas shows how to keep existing customers engaged and give them more reasons to come back. He walks through how to identify customers who may need attention using customizable health scores based on engagement, financial activity, sales momentum, and support. You’ll see how to segment customers, build targeted email campaigns for winback or outstanding balances, and use AI to quickly create branded email templates. Matas also demonstrates how the Method customer portal gives customers a place to review invoices, make payments, and access information themselves. The session wraps up with a look at how the portal can be customized to support experiences like sharing exclusive product catalogs, enabling reorders, and giving customers more ways to self-serve.
You can register for the full Workflow Workshop series here.
