This video’s use case illustrates how an insight-led churn prevention automated marketing plan can help to re-engage your users and proactively support customer retention.


Here are the steps that are mentioned in the video above.

StepWhereWhat
1Audience > Segmentation > CI SegmentsActivate CI segment criterion Predicted churn probability - high
2Audience > Segmentation > Segmentation Builder

Create segment High Churn that includes the CI Segment criterion Predicted churn probability - high

More information on segment creation

3Create New > Message > Email Message

Create three prepared email messages

  1. email: activity
  2. email: re-engagement
  3. email: feedback

More information on message creation

4Automations > Whiteboards

Create recurring whiteboard

  1. step: choose Whiteboard Audience
    • select main group Master_Email
    • select segment High Churn
  2. step: add Send Email job and select the activity email
  3. step: Wait job and select one week
  4. step: add Send Email job and select the re-engagement email
  5. step: Wait job and select one week
  6. add Send Email job and select the feedback email

More information on whiteboards