Retain customers whose plan usage has dropped
Retain customers whose plan usage has dropped
Email Marketing
Telecom

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.

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Supercharge 
Iterable
Flywheel
with your customer data.
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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).

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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.

Find different use cases

Why implement this use case?

  • Highlighting your plans’ benefits will help prevent customers from switching to a competitor, reducing the number of churned (or lapsed) customers. Existing customers are some of your best revenue sources, and retaining them will ultimately cost less than acquiring a new customer.
  • Longtime customers may not know about all the new features or benefits your plans offer. Similarly, newer customers may have signed up for an offering without knowing the full features available to them. Highlighting the breadth of benefits in this campaign will boost loyalty and customer lifetime value (CLV).
  • Spotlighting your plan benefits helps customers feel like they are getting more value for their money, which may lead to increased customer loyalty and higher brand reputation. This boost in loyalty may result in more referrals and recommendations that ultimately lead to new customers and revenue. 

Goal of this use case

Maintain revenue and reduce reliance on acquisition campaigns by preventing turnover with customers whose plan usage has dropped.

Tools and platforms you need

1

Data Source

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

2

Data Activation

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

3

Email marketing destination or CRM

Select the email platform where you will message your customers. This could be Iterable, Marketo, Salesforce, or a similar tool.

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 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 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 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).

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