Upsell customers who max out monthly data
Upsell customers who max out monthly data
Email Marketing

Upsell customers who max out monthly data

Create a text campaign that upsells customers to a higher-tiered plan when they max out their monthly data.

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Upsell customers who max out monthly data

Create a text campaign that upsells customers to a higher-tiered plan when they max out their monthly data.

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Why implement this use case?

  • Existing, loyal customers are some of your best revenue sources, and upselling them is less expensive than acquiring a new customer. 
  • Customers who use your services more often (e.g. max out their monthly data) are also likely to have a higher customer lifetime value (CLV). This raises confidence that the monetary investment in your campaign will result in plan upgrades and higher return on investment (ROI).
  • Targeting customers with a timely text message campaign can encourage plan upgrades when data usage is more top-of-mind, rather than waiting for them to check an email.  

Goal of this use case

Increase CLV and revenue by encouraging existing customers to upgrade to a higher-priced plan with more data.

Tools and platforms you need


Data Source

Data source, such as a cloud data warehouse like BigQuery, Snowflake, or Redshift.


Data Activation

Data activation tool, such as a composable CDP (like GrowthLoop).


SMS marketing tool

Choose a platform that integrates easily with your data and other marketing campaigns, such as Braze.

Data sources you need

List the data sources needed for this particular use case (such as ticket purchases, memberships, etc.)

Customer profiles

Subscription data

Data usage

How to set up this use case in GrowthLoop

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 SMS marketing platform (e.g. Braze) as a destination in GrowthLoop.

Step 4

Build an audience in GrowthLoop. Make sure to include filters that specify customers who have a monthly subscription with data limits and customers who have maxed out their data limit at least once in the last three months

You can also use the AI-powered audience builder to describe the audience in detail. For example: “Create an audience of current customers who have a plan with monthly data limits and who have surpassed the monthly data limit at least once 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 destination 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 SMS marketing platform 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 a text campaign encouraging the user to upgrade to a higher-tier plan with more data. Consider offering a one-time sign-up discount, such as one month free.

Step 10

Use your SMS marketing platform to measure success through platform metrics like clicks and opt-outs.

Step 11

Use GrowthLoop to measure the campaign's success based on key end results, such as upgraded subscriptions, and determine what adjustments you can make to future campaigns to increase revenue and improve customer acquisition cost (CAC).

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