How to Use PostSheet to Send Custom Offers Based on Customer Behavior

You don’t need a fancy marketing automation platform to send the right message at the right time. You just need:

✅ A Google Sheet with the right data
✅ A message that’s tailored to the customer
✅ A way to send it automatically, and at scale

Enter PostSheet — the fastest way to send custom offers, discounts, upgrades, or content based on actual customer behavior.

Let’s break down how you can do this with zero code, zero complexity — and results that feel way more personal.

🛒 Why Behavior-Based Offers Work

Customers respond better to offers that:

Reflect what they’ve done (or not done)
Acknowledge where they’re at in the journey
Feel relevant, timely, and earned
Look like a real human sent them

Generic blasts get ignored. Smart, well-timed offers? They convert.

📋 Step 1: Build Your Customer Behavior Sheet

You can pull data from Stripe, your app, a form, or any CRM — and load it into a spreadsheet like this:

Name	Email	Last Action	Plan	Activity Level	Offer Type	Discount Code	CTA Link
Jamie Wong	jamie@email.com	Signed up 2 weeks ago	Free Trial	Low	Trial Extension	EXTEND20	link.com/extend-offer
Alex Rivera	alex@email.com	Used Feature X	Pro	High	Upgrade Discount	UPGRADE30	link.com/upgrade-now

You can include any trigger logic:

Time since signup or last login
Features used
Plan type
Cart abandonment
Past purchases
Referral behavior

✉️ Step 2: Write a Personalized Offer Email in PostSheet

Here’s a flexible template that works for many offer types:

css

Copy

Subject: A quick {{Offer Type}} just for you 🎁

Hi {{Name}},

We noticed you recently {{Last Action}}, and we wanted to say thanks by offering you a {{Offer Type}}.

Use code **{{Discount Code}}** at checkout, or click below to claim your offer:

👉 {{CTA Link}}

This is just a small thank-you — or a little nudge to help you get even more out of {{Plan}}.

Let me know if you have any questions!

– [Your Name]

You can easily adjust this for different products, use cases, or levels of urgency.

🚀 Step 3: Launch Your Offer Campaign

Once your sheet and message are ready:

Filter for customers eligible for the offer
Create a new PostSheet campaign
Map fields like {{Name}}, {{Offer Type}}, and {{Discount Code}}
Preview each message — they should feel 1:1
Send now, or schedule to go out after a specific trigger window

You can even A/B test offers by splitting your sheet into different versions.

🔁 Bonus: Make It a Recurring Workflow

Every Friday, filter users who signed up 14 days ago but haven’t activated
Every Monday, identify high-usage free users and send upgrade offers
End of each month, re-engage customers with unused credits

All using Google Sheets logic + PostSheet automation.

🎯 Smart Offer Use Cases

🆓 Trial about to expire → offer extension or discount
🚪 Cart abandoners → follow-up with a promo
💳 Annual plan nudge → bonus for early upgrade
🧍 Segment-specific offers → e.g. nonprofits, students
📉 Inactive users → re-engagement offer
🎉 Power users → surprise gift or referral perk
🗣️ Feedback providers → thank-you coupon

If it’s in your data, you can turn it into a relevant, high-converting message.

✅ Why This Works Better Than Bulk Campaign Tools

Task	Traditional Email Tools	PostSheet
Send mass discounts	✅ Yes	✅ Yes
Personalize per behavior/context	⚠️ Limited	✅ Fully customizable
Attach discounts to specific users	⚠️ Segment-based only	✅ One-row, one-offer specificity
Preview every message	❌ Usually no	✅ Yes — full message per recipient
Easy to set up with Sheets	❌ Requires integrations	✅ Built for it

You don’t need a marketing stack. Just a spreadsheet and a smart follow-up.

🔐 Final Thoughts: The Right Offer at the Right Time

Your best offers aren’t generic — they’re situational.
They’re about meeting customers where they are, based on what they’ve done.

PostSheet gives you the tools to send custom, high-converting offers that feel like personal outreach — but scale like automation.

Try it free →
Create your first behavior-based offer with PostSheet