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.
| Acquisition | Engagement | Upsell | Churn |
|---|---|---|---|
| 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 |
Updated 9 days ago