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    Overview: Pipelines

    Overview of Recurly Engage Pipelines for lifecycle staging and behavior-based user segmentation.

    Pipelines let you manage users across lifecycle stages or custom behavior loops in Recurly Engage. Visualize where your users are, and trigger targeted prompts that move them to the next stage.
    Available on all Recurly Engage subscription plans
    1Definition 2Key benefits 3Key details

    Prerequisites

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

    Limitations

    • Pipelines update automatically based on incoming trait and usage data. Allow time for the data to refresh.

    Definition

    A pipeline is a multi-stage user lane, either lifecycle-based or custom, that organizes users by progression. You can attach prompts to a pipeline to drive movement between stages.

    Key benefits

    Holistic user view See where users are in their journey, from anonymous visitors to loyal customers.
    Behavioral reinforcement Create custom pipelines to reward and reinforce desired usage patterns.
    Prompt orchestration Attach prompts at each stage to guide users forward in the funnel.

    Key details

    Lifecycle pipelines

    Recurly Engage includes three built-in pipelines.

    Member pipeline

    1. Anonymous: Visitors to marketing pages.
    2. Trial: Users in their trial period.
    3. Monthly: Subscribers on a monthly plan.
    4. Premium: Subscribers on a premium plan.
    5. Pending Cancel: Canceled subscribers with continued access.
    6. Cancelled: Users who have fully churned.

    Engagement pipeline

    1. New users
    2. Repeat users
    3. Regular users
    4. Frequent users
    5. Heavy users
    NoteBased on visit and minute trends, you can further segment each stage into Engaged (increasing activity), At Risk (decreasing activity), or Everyone Else.

    Ecommerce pipeline

    1. Visitor: Has not started checkout.
    2. Shopper: Added items to cart.
    3. Checkout: In the checkout process.
    4. Customer: Completed purchase.

    Behavior pipelines

    Create custom, behavior-driven pipelines to reinforce lifetime value patterns. For example, a "Watch More" pipeline:

    1. Watched one episode
    2. Watched two episodes
    3. Watched three or more episodes

    Moving users between stages

    You can attach prompts directly to any pipeline stage. For example, to convert Engaged Trial users into paying members before their trial expires:

    1

    Add a prompt

    Select Add Prompt on the Trial stage.

    2

    Choose a style and sub-segment

    Select a prompt style and target the sub-segment ("Engaged Trial").

    3

    Define a custom goal

    Define a custom goal and continue configuring the prompt as usual.

    The remaining setup steps follow the same flow as creating a prompt. Once live, prompts fire when users enter that pipeline stage, driving them toward the next segment.



    Updated 1 day ago

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