Recurly Engage supports a variety of proven engagement patterns — covering acquisition, upsell, retention, winback, and general engagement — to drive conversions, increase retention, and maximize customer value across the subscriber lifecycle.

Available to all customers on any Recurly Engage subscription plan

1Definition 2Key benefits 3Key details

Prerequisites

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 — so you can deploy best practices with minimal configuration.

Key benefits

Accelerated outcomes Launch battle-tested engagement patterns quickly, without trial and error.

Cross-lifecycle coverage Address key moments from acquisition through renewal in one unified tool.

Data-driven success Use 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

Abandon Cart

Prompt exiting and return visitors who started signup to finish or resume checkout.

1-Click Resubscribe

Customize the flow for churned users to resubscribe with one click.

Increase Registration

Prompt engaged visitors to submit email or mobile info contextually.

Personalize by Source

Tailor the site experience for SEM, SEO, partner, or organic visitors.

Engagement

Personalized Onboarding

Onboard new users with prompts that surface only unused features.

Boost App Installs

Use a survey to guide users to install and activate on other platforms.

Increase Feature Adoption

Personalize feature discovery based on usage patterns.

Increase Editorial Impact

Let your content team surface recommendations in-app.

Improve Error Experience

Prompt users experiencing errors with acknowledgement or an offer.

Upsell

Premium Plan Adoption

Prompt highly engaged users to upgrade with an incentive.

Personalize Add-Ons

Recommend one-time purchase items tailored to each user.

Shorten Trials

Target engaged trialists with an incentive to subscribe early.

1-Click Upsell Paywalls

Trigger prompts based on usage meters like concurrency or location.

Retention

Cancel Save

Reduce cancellations with survey-driven save offers.

Involuntary Churn

Remediate failed payments with active guides.

Calm Renewal Anxiety

Prompt users with declining usage ahead of renewal.

Dynamic Downgrade

Match users to a lower-tier plan based on churn risk or consumption.

Win Back Guide

Guide save-offer or dunning users back to engagement.