User Guide
Start typing to search…

Retention Stage

Keep routine alive, increase product depth, and maintain long-term value with tight segmentation and frequency control.

Reminders

Sustain routine for engaged users; pause for cold users to avoid raising the cancel rate.

Start/Stop conditions

  • Start every day for the dynamic segment of all paid active users (who have trained at least once in the last two weeks).
  • Stop when SubscriptionCanceled.

Audience: Engaged users only; exclude inactive cohorts, recent complainers, and users in conflicting sequences. If needed, you can split the audience into segments for morning and evening reminders according to their choice.

Workflow description

  • Structure: 1 regular message per day using the One from Many workflow block. This block diversifies communication, tests different versions of your message, and automatically prioritizes the one with the highest engagement.
📘

Note

You can launch two similar workflows: one with morning and another with evening reminders corresponding to the user’s preferred time.

Message personalization: Data from contact fields (e.g., $personalFitnessLevel).

Timing: Send each day at the user’s habitual time.

Channel mix: Push notification.

Success metric: Action completion rate.

Read the full Reminders guide >

Feedback

Continuously collect reasons to improve the product and messaging.

Start/Stop conditions

  • Start:
    • By event: when MilestoneAchieved, SupportContacted, or SubscriptionCanceled.
    • Regular workflow for segment (once an hour): users who have completed the target action (X time during X days), e.g., 2+ training completed during the last 7 days.
  • Stop if feedbackSubmitted during the last 8 weeks or unsubscribed.

Workflow description

  • Structure: 1 ask + 1 reminder if the first was not opened.

Data & personalization

  • Payload: usageLevel, lastActionDate, supportStatus (optional).
  • Message personalization: Micro-survey; messages may differ by subscription/plan types.

Timing: within 1–12h post-trigger; reminder T+48h.

Channel mix: Email/ Push (invites).

Success metrics: Response rate, detractor rescue rate, promoter review lift.

Streak Maintenance

Protect streaks to keep momentum.

Start/Stop conditions

  • Start when user enters a streak state (e.g., StreakStarted or streakCount ≥ 3).
  • Stop when SubscriptionCanceled.

Audience: Users with active streak potential (habit-forming cohort).

Workflow description

Data & personalization

  • Event payload example: streakCount.
  • Message personalization: “Your daily step goal is within reach” + one-tap deep link to the fastest action.

Timing

  • Immediately.

Channel mix: Push (One from many).

Success metric: Streak retention rate.

Milestone Celebration

Celebrate progress to reinforce identity and reduce churn, then suggest the next achievable goal.

Start/Stop conditions

  • Start when MilestoneAchieved fires (e.g., 10th workout/lesson, 7 days active, level-up).
  • Stop after a single send.

Audience: Users who reached a tracked milestone.

Workflow description

  • Structure: One celebratory message + optional “share” or “next step” CTA.

Data & personalization

  • Event payload example: planName, milestoneName, milestoneValue, shareLink (optional), nextGoalDeepLink.
  • Message personalization: User stats + next recommended goal (optional).

Timing: Immediately after the milestone event.

Channel mix

  • Mobile push.

Success metric: Next-action rate within 24–48h.

Feature Adoption

Move users from basic usage to sticky features that predict long-term retention (e.g., plans, saved routines, downloads).

Start/Stop conditions

  • Start when the user is activated.
  • Stop when TargetFeatureUsed or SubscriptionCanceled.

Audience: Users with proven intent who haven’t adopted a key feature.

Workflow description

  • Structure: 2–5 messages: why it matters → how to start → social proof → quick demo.

Data & personalization

  • Event payload example: targetFeatureKey, userSegment, featureDeepLink, tutorialLink.
  • Message personalization: Tailor to the goal segment and show the shortest path to success.

Timing

  • Message 1: 24–72h after qualification.
  • Follow-ups: daily.

Channel mix

  • In-app walkthroughs.
  • Email for deeper explanation.
  • Push for timely prompts.

Success metric: Feature adoption rate.

Plans Upsell

Shift eligible monthly subscribers to annual by packaging value (savings + commitment benefits) at the moment of satisfaction.

Start/Stop conditions

  • Start when user meets eligibility (e.g., active 30 days, high engagement, low refund risk) AND billingType = Monthly (Regular workflow for segment scheduled once an hour).
  • Stop when AnnualPurchased or SubscriptionCanceled.

Audience: High-LTV monthly subscribers.

Workflow description

  • Structure: 1 email with a discount as a reward for user activity.

Message personalization: Personal savings estimate + benefits tied to their usage patterns.

Success metrics: Annual upgrade rate, ARR lift.

Updated about 3 hours ago