The prompt classification system lets you define the intended use case for every prompt you configure. Choose a category, such as Acquisition or Retention, from the dropdown when you create or edit a prompt. Every prompt then carries a clear intent from launch, whether or not it results in a transaction.

Available on all Recurly plans

1Definition 2Key benefits 3Key details

Definition

An engagement category is a label on a prompt that describes its intended use case, such as acquiring, retaining, or winning back users.

Key benefits

Accurate success rate tracking Classifying prompts at the configuration stage lets you calculate the Prompt Success Rate for specific campaign types, such as Acquisition versus Upgrade. This closes the data gap where only successful, revenue-generating prompts were categorized.

Enhanced revenue analysis Defining a prompt's intent allows more precise Recovered Revenue analysis for Recurly Subscription Management (RSM) merchants. Business Intelligence teams can attribute revenue to specific strategies, which gives sales and strategy conversations a clearer picture of return on investment (ROI).

Clear intent from launch Every prompt is tagged with its intent from the moment it launches.

Key details

Assign a category

When you configure a new prompt, you'll see a required dropdown menu labeled Prompt Category. You must select one of the following intent types:

Acquisition: Encourages new user conversion.
Retention: Keeps existing users active.
Win Back: Re-engages lapsed users.
Upgrade: Moves users to a higher tier or product.
Engagement: Promotes general interaction and usage.

NoteDefault generated guides and prompts have these categories assigned automatically.

Update existing prompts and guides

For prompts and guides created before categories were introduced, assigning an engagement category is optional. You don't need to tag your entire library right away. To keep your reporting data as accurate as possible, you can assign categories to existing content at any time.

Open the detail screen

Navigate to the Detail Screen of the prompt or guide.

Select a category

Select the appropriate engagement category from the dropdown menu.

Save your changes

Save your changes to begin tracking that item's intent in your success rate metrics.

Behavior with guides

If a prompt is associated with a guide, categorization follows strict inheritance rules to keep things consistent:

Adding to a guide: When you add a prompt to a guide, the prompt automatically inherits the guide's category, overriding any previous selection.
Inherited status: While a prompt is part of a guide, its category is inherited and you can't change it manually. It must match the guide.
Removing from a guide: When you remove a prompt from a guide, it keeps the category it inherited from that guide. You can then update it manually if necessary.