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Customer success campaigns

The relationship continues after the sale

Onboarding, adoption, renewal and expansion with cadences that start from your CRM events — and a CS team that joins the conversation with full context.

Typical campaigns

Campaigns for every customer stage

CRM events tell you when to start. Nuvia handles the cadence and hands the conversation to CS when the customer needs it.

TriggerDeal won in HubSpot

New customer onboarding

Welcome customers, walk them through next steps and make sure they get started on the right foot.

Cadence
  1. welcome
  2. first steps
  3. your CS
Expected outcomeCustomer activated
TriggerCustomer in the “Low usage” funnel stage

Adoption and activation

Spot who hasn't activated yet and offer help before usage cools down.

Cadence
  1. usage tip
  2. training invitation
  3. help
Expected outcomeUsage resumed
Trigger60 days before expiration

Contract renewal

Start the renewal conversation at the right time, with the customer's history at hand.

Cadence
  1. results summary
  2. account manager
  3. renewal
Expected outcomeRenewal underway
TriggerCustomer active for over 6 months

Expansion and repeat purchase

Introduce new products, plans or repeat purchases to people who already have a relationship with your brand.

Cadence
  1. news
  2. customer offer
  3. proposal
Expected outcomeExpansion opportunity
Applied journeys

From trigger to outcome, step by step

Examples of cadences that run on their own. Each step only goes out if the contact hasn't replied yet.

Replied on any channel? The cadence stops and the conversation continues with AI or your team.

How Nuvia helps

Proactive CS, no tracking spreadsheet

The CRM signals, the campaign starts and your CS team joins the conversation with history, a set owner and account context.

HubSpot triggers: deal won, stage change, contact updated

Recurring campaigns for renewal and check-ins

Handled by the AI agent or directly by your CS team

Account and campaign history next to the conversation

Under the hood

See a campaign at work, step by step

Audiences, multichannel sequence, sending rules, AI conversations and metrics — in detail.

See a campaign at work under the hood
Other journeys

Campaigns for every moment of the journey

2xmore service capacity per salesperson
Customer story

Lemon brought prospecting, qualification and customer service together in Nuvia and doubled each salesperson's service capacity.

Read the Lemon story
FAQ

Customer success campaigns

Are Campaigns for customers too, not just leads?

Yes. The same audience, cadence and conversation structure works for onboarding, adoption, renewal and expansion of your customer base.

How does a campaign know when to start?

From CRM events: a deal won, a stage change or a contact update in HubSpot enrolls the customer into the right campaign.

Can CS take over the conversation?

Yes. Each step sets who handles replies — the AI agent or a team member — and the conversation arrives with its full history.

Ready for CS that doesn't rely on reminders?

Customer success campaigns triggered by your CRM, with context in every conversation.

nuvia.All your customer conversations in a single platform.
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