Popular use cases

Overview of the most popular use cases for Recurly Engage prompts across the customer lifecycle.

Overview

From acquisition to churn prevention, Recurly Engage supports a variety of proven engagement patterns to drive conversions, increase retention, and maximize customer value.

Prerequisites & limitations

  • You must have Company, App Administrator, or App Member permissions in Recurly Engage.

Definition

Popular use cases are turnkey prompt patterns and templates that address common business goals—such as cart recovery, feature adoption, upsells, and churn mitigation—allowing you to deploy best practices with minimal configuration.

Key benefits

  • Accelerated outcomes: Quickly launch battle-tested engagement patterns without trial and error.
  • Cross-lifecycle coverage: Address key moments from acquisition through renewal in one unified tool.
  • Data-driven success: Leverage built-in analytics and recommendations based on real customer behavior.

Key details

The following outlines the most popular uses of Recurly Engage across the customer lifecycle. Churn-related use cases are often the starting point for many customers.

AcquisitionEngagementUpsellChurn
Abandon Cart
Prompt exiting and return visitors who started signup to finish/resume checkout
Personalized Onboarding
Onboard new users with prompts only showing unused features
Premium Plan Adoption
Prompt users with high engagement to upgrade with an incentive
Cancel Save
Reduce cancellations via survey-driven save offers
1-Click Resubscribe
Customize flow for churned users to resubscribe with one click
Boost App Installs
Use a survey to guide users to install and activate on other platforms
Personalize Add-Ons
Recommend one-time purchase items tailored to each user
Involuntary Churn
Remediate failed payments with active guides
Increase Registration
Prompt engaged visitors to submit email or mobile info contextually
Increase Feature Adoption
Personalize feature discovery based on usage patterns
Shorten Trials
Target engaged trialists with an incentive to subscribe early
Calm Renewal Anxiety
Prompt users with declining usage ahead of renewals
Personalize by Source
Tailor site experience for SEM, SEO, partner, or organic visitors
Increase Editorial Impact
Enable content team to surface recommendations in-app
1-Click Upsell Paywalls
Trigger prompts based on usage meters like concurrency or location
Dynamic Downgrade
Match users to a lower-tier plan based on churn risk or consumption
Improve Error Experience
Prompt users experiencing errors with acknowledgement or offer
Win Back Guide
Guide save-offer or dunning users back to engagement