Example Alerts/Lists and Use Cases

  1. At risk trial accounts - low activity
  2. Accounts stage change - free to paid
  3. Invoices outstanding for more than 10 days
  4. At risk high-touch accounts - usage decline
  5. Accounts turned red
  6. Unhealthy large accounts up for renewal
  7. Accounts next renewal in exactly 60 days
  8. New accounts using a key feature for the first time
  9. Power users - high activity rank

At risk trial accounts - low activity

Description: Active trial accounts whose average daily usage time is below 5 mins over the first week after trial signup. 

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Stage" is trial.
  • "Account is active" is true.

Compare a metric to a value:

  • Average of "Daily session time" over the 7 days after "Account join" date is equal to or less than 5 minutes. 

Time frame:

  • Starts "Account join", Ends 7 days after "Account join".

Accounts stage change - free to paid

Description: Accounts who converted from "freemium" stage to "customer - onboarding" stage in the last 30 days. 

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.
  • "Previous Stage" is freemium.
  • "Stage" is customer - onboarding.

Check for an event:

  • "Account stage transition date" occurred in the last 30 days.

Time frame:

  • Starts 30 days before "Current day start", Ends "No end date"

Invoices outstanding for more than 10 days

Description: Accounts that have unpaid invoices open for more than 10 days.

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true

Compare a metric to a value:

  • Max of "Unpaid invoice age" since "Account join" is more than 14400 minutes. 

Time frame:

  • Starts "Account join", Ends "no end date"

At risk high-touch accounts - usage decline

Description: Active Tier 1 Accounts whose total time spent in the product over the last week have decreased by more than 30% compared to a week before.

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Tier" is tier 1.
  • "Account is active" is true.

Compare a metric to itself over time:

  • Sum of "Daily Session Time" over the last 7 days is at least 30% less than sum of "Daily Session Time" over the previous 7 days.

Time frame:

  • Time period 1: Starts 7 days before "Current day start", Ends "Current day start".
  • Time period 2: Starts 14 days before "Current day start", Ends 7 days before "Current day start".

Accounts turned red

Description: Accounts who were healthy but turned red (unhealthy) most recently.

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.
  • "Health score" is less than 30. 

Compare a metric to a value:

  • Average of "Health score" over the last 30 days is equal to or more than 70.

Time frame:

  • Starts 30 days before "Current day start", Ends "No end date".

Unhealthy large accounts up for renewal

Description: High-value accounts whose current MRR is more than $10k and current health score is below 30; and who has an upcoming renewal in the next 45 days.

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.
  • "Health Score" is equal to or less than 30.
  • "Current MRR" equal to or greater than $10k.

Check for an event:

  • "Account renewal date" in the next 45 days. 

Time frame:

  • Starts within "Current day start", End 45 days after "Current day start".

Accounts next renewal in exactly 60 days

Description: Accounts whose next renewal is exactly 60 days from now. 

List type: "Accounts"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.

Check for an event:

  • "Account next renewal" occurs 60 days from now.

Time frame:

  • Starts 60 days after "Current day start", Ends 61 days after "Current day start".

New accounts using a key feature for the first time

Description: New accounts that signed up in the last 30 days used a key feature (Feature A) for the first time.

List type: "Accounts".

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.

Compare a metric to a value:

  • Sum of feature count of "Feature A" since "Account join" date till "Current day start" is equal to or greater than 1. 

Check for an event:

  • "Account join" date occurs in the last 30 days.

Time frame:

  • Starts 30 days before "Current day start", Ends "No end date".

***Note that once configured, this alert will trigger for newly added accounts for their first usage as expected. Existing accounts that signed up in the last 30 days and have already used this feature will also receive this alert. 

Power users - high activity rank

Description: Users of accounts older than 120 days whose average activity rank over the last 30 days is in the top 10%.

List type: "Users"

Conditions meet ALL of the following:

Attributes:

  • "Account is active" is true.

Compare a metric to a value:

  • Average "User activity rank" over the past 30 day is equal to or more than 90.

Check for an event:

  • "Account join" date does not occur over the last 120 days. 

Time frame:

  • Starts 120 days before "Current day start", Ends "No end date".

***Note: Although the activity rank is shown in percentile in the product, you only need to specify the absolute value when constructing the condition statement.

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