Retain customers whose plan usage has dropped
Avoid losing customers by creating an email-based retention campaign that highlights the benefits and features your plans offer.
How it Works
Step 1
Set up your data warehouse as a source in GrowthLoop.
Step 2
Create your customer table in your data warehouse and ensure it includes fields for subscription status. Learn more about preparing customer data for GrowthLoop.
Step 3
Activate your email marketing platform (e.g. Iterable) as a destination.
Step 4
Create an audience in GrowthLoop. Make sure to include filters that specify customers whose usage has dropped in the last three months and plan type (this will help you tailor messaging based on the plan’s specific benefits or features).
You can also use the AI-powered audience builder to describe the audience in detail. For example: “Create an audience of current customers using [plan type] whose data usage has dropped in the last three months.”
Step 5
Once you’re satisfied with the audience, click export audience.
Step 6
In the Create Export view, search for your email marketing destination (such as Iterable, MailChimp, or Marketo) and click select.
Step 7
Navigate to the audience viewer Exports tab within your GrowthLoop app to check for a successful export to your destination. Here, you can view the activity tracker and make any necessary scheduling changes.
Step 8
Log into your email marketing platform or CRM and navigate to your audiences to confirm that this audience was received and populated. Some platforms can take up to 48 hours to populate an audience.
Step 9
Once you’ve confirmed that the customer audience list synced with your email tool, create and launch an email highlighting the benefits and features of that specific plan. Consider providing some kind of one-time offer or discount to boost engagement.
Step 10
Use your email marketing platform or CRM to measure success through platform metrics like open rates and click-through rates.
Step 11
Use GrowthLoop to measure the campaign's success based on key end results, such as plan upgrades or CLV, and determine what adjustments you can make to future campaigns to increase revenue and improve customer acquisition cost (CAC).
See how leading companies use Flywheel for this use case.
Get Started with GrowthLoop
Unlock your data warehouse for your business teams. Get in touch with a GrowthLoop Engineer to get started.
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