Churn, Expansion, Conversion & Renewal Alerts

Churn alerts are used to alert you to accounts who are likely to drop off or cancel their plans. For example, you can set a Churn alert to fire if an account does not log in for more than 15 days; or if an account’s total time spent on using the product drops below 1 hour over the last 7 days or if an account’s seat utilization rate drops by 50% over the last month.

Expansion alerts are used to alert you to accounts who are good candidates for upsell/cross-sell. For example, you can set an Expansion alert to fire if an account’s total product usage time in the last 90 days passes a certain threshold (e.g. 200 hrs); or if an account’s total number of active users increases by 60% over the last quarter; or if an account checks out the product “Upgrade” page in the last 3 days.

Conversion alerts are used to alert you to accounts (usually trial accounts) who are likely to convert to paid users. For example, you can set a Conversion alert to fire if a trial user completes the self-service onboarding process within the first week; or if a user spends more than 10 hrs on your support center a week prior to the trial ending.

Renewal alerts can be used to notify you of accounts whose renewal dates are approaching. For example, you can set a Renewal alert to fire 60 days in advance of the next renewal date for an account.

Multiple rules can be set for an alert type and an alert will be fired if any of them are true.

 

Learn more about Engagement Alerts.

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