Campaign Templates Relevant Across Entire Customer Lifecycle

Campaign Name Goal Metric
Proactive support Reduce churn Churn
Usage & activity reports Reduce churn Churn

Proactive support

Subject: Did you find what you were looking for?

Hi {{user.first_name | capitalize | default: "there"}},

I noticed you [action they took to indicate that they need help, e.g. searched your Knowledge Base].

I just wanted to reach out and check: did you find what you were looking for?

If so, great! If you could still use some help, feel free to reply to this email. The [Product] team is here to lend a hand.

Talk soon,

[Signature]

Usage & activity reports

Subject: Your [Product] weekly activity report

Hi {{user.first_name | capitalize | default: "there"}},

[Statement about what they accomplished with your product. E.g…

  • Here’s how many tasks your team accomplished last week
  • Here’s the current status of your proposals (drafted, sent, and accepted)
  • Here’s how many hours of work [Product] saved you last week  ]

[Activity section. Rule of thumb: only show activity that will make your user feel accomplished. A good barometer: is it activity they’d feel proud of, or want to show to their boss? If so, it’s probably good activity to show. E.g…

  • Number of new proposals sent
  • Number of new proposals accepted
  • Increased productivity
  • Increased traffic
  • Increased engagement with their content or product
  • Increased sign-ups or revenue  ]

Happy [verb your product does]ing!

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