ChurnedYesNoCustomerYesNoYesNoTrialYesNoGroup 1Group 2YesNoEmail SubscriberYesNoOtherYesNoYesNoYesNoYesNoTriggerWhen a page is viewedConditionRoute by "SaaS Lifecycle Funnel"ConditionHave they completed the survey we ask churned customers to fill out?OfferWin-Back 2 Month OfferOfferCustomer Feedback Gift Card OfferConditionAre they at risk of churning?OfferStrategy Call OfferConditionAre they on our annual plan?Exit flowExit flowOfferAnnual Plan Upgrade OfferConditionAre they still in their trial?OfferTrial User Training WebinarRandom splitRandom splitOfferReturning Trial Double Length OfferConditionHave they completed the survey we ask non-converting trials to fill out?OfferReturning Trial Double Length OfferQuestionDid you consider paying for RightMessage?OfferTrial Feedback Survey CTAConditionQuery email platform... are they engaged / high quality?OfferPersonal Demo CTAOffer14 Day Trial OfferConditionIs someone on our documentation, pricing page, demo request, or other page where we don't want to nag them?Exit flowExit flowConditionAre they looking at a competitor comparison page?FormCompetitor Switch Case StudyConditionHave they visited our pricing page in the past?Offer14 Day Trial OfferQuestionQuick question: Do you currently segment your email list?ConditionIf "Quick question: Do you currently segment your email list?" was answered "Yes"FormEmail Segmentation Guide FormFormList Segmentation Guide FormSaaS customer journeyNo matter where somebody is in the customer journey with your software company, this Flow will present the perfect opt-in form or next step.View template
ConditionIs someone on our documentation, pricing page, demo request, or other page where we don't want to nag them?
Product BrowserSale HunterReturning CustomerReferral VisitorOtherTriggerWhen a page is viewedConditionRoute by "Visitor Type"OfferProduct RecommendationsOfferLimited-Time DealOfferLoyalty RewardOfferReferral WelcomeOfferBestseller ShowcaseE-commerce visitor routerAutomatically route e-commerce visitors based on browsing behavior and traffic source. Show relevant offers for product browsers, sale hunters, returning customers, and referral visitors.View template
Pricing VisitorContent SamplerMember Login VisitorReferral VisitorOtherTriggerWhen a page is viewedConditionRoute by "Visitor Intent"OfferFree Trial CTAOfferContent Preview BundleOfferMember Upgrade OfferOfferReferral WelcomeOfferMembership OverviewMembership site visitor routerAutomatically route membership site visitors based on page behavior and traffic source. Show relevant CTAs for pricing visitors, content samplers, member login visitors, and referral traffic.View template
Pricing VisitorBlog ReaderIntegration ResearcherPartner ReferralOtherTriggerWhen a page is viewedConditionRoute by "Visitor Intent"OfferDemo CTAOfferContent UpgradeOfferIntegration GuideOfferPartner WelcomeOfferProduct OverviewSaaS traffic routerAutomatically route SaaS website visitors based on page visits and traffic source signals. Show relevant CTAs for pricing visitors, blog readers, integration researchers, and partner referrals.View template