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Customer Success

Turn customer success into customer loyalty

Deliver exceptional customer experiences across onboarding, adoption, retention, advocacy, and expansion with rewards and engagement programs that help customer success teams drive measurable outcomes.

The Challenge

Where customer success programs fall short

Slow onboarding, disengaged customers, untapped advocates, and high churn risk make it harder to prove value and grow accounts at scale.

Customers struggle to reach value quickly

Slow onboarding and incomplete adoption prevent customers from realizing the full value of your product, increasing churn risk early in the lifecycle.

Engagement fades after implementation

Customer relationships often become reactive after onboarding, making it harder to sustain product usage, satisfaction, and long-term loyalty.

Advocacy remains untapped

Happy customers rarely become reviewers, references, or referral sources without structured programs that encourage and reward participation.

Retention and expansion require constant effort

CS teams must continuously strengthen relationships, identify growth opportunities, and prove value at scale across large customer portfolios.

The Playbook

Build better customer experiences across the lifecycle

Engage customers at every stage of their journey with rewards that drive adoption, advocacy, retention, and expansion.

Onboarding

Reward milestones during the most critical phase

Onboarding

Use Case · 1 of 6

Accelerate onboarding and time-to-value

Reward customers for completing implementation milestones, training programs, certifications, product setup tasks, and activation goals. Create momentum during the most critical phase of the customer journey.

Milestone rewards during onboarding reduce time-to-value and set the retention curve on the right trajectory from day one.

Adoption

Deepen product usage with feature incentives

Adoption

Use Case · 2 of 6

Increase product adoption and engagement

Encourage customers to explore features, attend webinars, participate in educational programs, and adopt workflows that deepen product usage and long-term engagement.

Customers who engage with 3+ features in the first 90 days churn at a fraction of the rate of single-feature users.

Feedback

NPS, CSAT, advisory boards, beta programs

Feedback

Use Case · 3 of 6

Collect feedback customers actually complete

Improve participation in NPS, CSAT, product surveys, advisory boards, beta programs, and research initiatives with rewards that motivate customers to share meaningful insights.

Incentivized customer feedback programs see completion rates 5–10× higher than unincentivized outreach.

Advocacy

Reviews, referrals, case studies, community

Advocacy

Use Case · 4 of 6

Turn satisfied customers into advocates

Build structured programs that encourage reviews, referrals, testimonials, case studies, event participation, and community contributions that strengthen your brand and credibility.

A structured advocacy program replaces one-off outreach with a repeatable engine for social proof and pipeline.

Retention

Reduce churn with milestone and loyalty rewards

Retention

Use Case · 5 of 6

Strengthen loyalty and improve renewals

Keep customers engaged beyond onboarding with milestone rewards, customer appreciation programs, loyalty initiatives, and personalized engagement campaigns that reduce churn.

Proactive engagement rewards reduce churn by identifying at-risk accounts before the renewal conversation begins.

Expansion

Premium features, new use cases, upsell readiness

Expansion

Use Case · 6 of 6

Create opportunities for account growth

Encourage customers to explore additional products, premium features, and new use cases through targeted engagement programs that support expansion conversations.

Expansion programs tied to product usage signals turn CSMs into growth partners, not just retention managers.

Capabilities

Why customer success teams choose Xoxoday

Connect with your CS platform, automate reward triggers, and run programs that improve adoption, retention, and advocacy - all from one place.

Global rewards marketplace

Access 10M+ reward options across gift cards, prepaid cards, merchandise, travel, experiences, charity, and more across 100+ countries. Every customer gets a reward they actually want.

Flexible reward delivery

Send rewards through email, SMS, WhatsApp, points, links, vouchers, APIs, or embedded customer experiences - whichever channel fits your program and customer preference.

Automated customer journeys

Trigger rewards based on onboarding milestones, product adoption, survey completion, referrals, reviews, and customer lifecycle events - no manual effort required.

Enterprise controls and governance

Manage budgets, approvals, campaigns, teams, reward catalogs, and reporting from a single platform with full audit trails and role-based access controls.

Real-time reporting and analytics

Track participation, redemption, engagement, customer activity, and program performance with detailed dashboards. Tie reward programs directly to retention and expansion outcomes.

Integrate with your customer stack

Connect with Salesforce, HubSpot, Gainsight, Intercom, Zendesk, and more through native integrations, REST APIs, and webhooks - rewards trigger from the tools your CS team already uses.

Customer Stories

CS programs that retain and grow

How customer success teams use Xoxoday to improve onboarding, drive advocacy, and build lasting customer relationships.

Leading SaaS Platform

VP Customer Success

Leading SaaS Platform · Global

Customer Success · Onboarding & Advocacy · Global

We went from chasing customers for feedback to having a structured program that rewards every meaningful action - onboarding steps, NPS responses, referrals, reviews. Xoxoday made it easy to automate the entire thing from our CS platform.
Enterprise Tech Company
Rewarding customers for completing onboarding milestones changed everything for our early lifecycle metrics. Churn in the first 90 days dropped significantly, and our CSMs now spend less time chasing activation and more time on expansion.

Head of Customer Experience

Enterprise Tech Company · APAC

Customer Success · Retention & Expansion · APAC

Global B2B Software Company
We knew our customers were happy - they just needed a reason to say so publicly. With Xoxoday, we launched a review and referral program in a week. The results on G2 alone changed how new prospects perceived us.

Director of Customer Marketing

Global B2B Software Company

Customer Success · Advocacy Programs · US + Europe

Common Questions

Frequently asked questions

Primarily Plum - for sending rewards to external customers, advocates, and referral sources. Empuls is used internally for recognizing CS team members. Both run on the same platform, so CS leaders get a unified view of internal team engagement and external customer program performance.