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User adoption & usage re-engagement campaigns

Scenario 

It’s not enough to get new users set up with a product. Customer success teams must also monitor whether they log in and how often, plus how well the first 30 days of a contract progress. A short automated email campaign based on usage data can help you stay apprised of early customer concerns and ensure satisfaction with a new product.

Checking in with users early on can build customer loyalty and detect problems. Employ automation to assist with this effort.

Triggers 

  • New users added
  • New users are not engaged based on usage data
  • New users hit 30 days into their contract

Actions 

  • Send short, automated email sequences to encourage users to re-engage, such as log in reminders or pointing out a useful feature
  • Schedule check-in calls with users 30 days into a contract