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On this page
  • Acquisition & Onboarding
  • Track dip in website signups
  • Sending onboarding reminder emails
  • Engagement & Retention
  • Send weekly product usage summary emails
  • Send milestone notifications
  • Upsell the most active users
  • Send churning users discounts
  • Support
  • Response time too high
  • CSAT is low
  • Agent supply does not meet demand

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  1. Templates

Customer Success & Growth

PreviousLogistics & Marketplace OpsNextSystems Observability

Last updated 3 years ago

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LogicLoop can help your company automate your customer engagement & outreach. Oftentimes, information about a user's behavior on your platform lives in your company's database. LogicLoop empowers operations people to write rules directly on top of your product data in order to send reporting information to your internal team, or even direct outreach to your customers at the right time. First, . Then, you can use sample industry templates below as guidance to bootstrap your program. Contact us at hi@getlogicloop.com to access our full suite of templates.

Acquisition & Onboarding

Track dip in website signups

Detect if number of signups on the website has been low.

View SQL Query
SELECT
  count(*)
FROM
  user_signups
WHERE
  created_at < interval - '60 minutes'
HAVING
  count(*) < 10

Send a Slack alert to your team to investigate.

Sending onboarding reminder emails

Select users who signed up within the past week but are stuck between Step 2 and Step 3 of onboarding.

View SQL Query
SELECT
  *
FROM
  users
WHERE
  last_onboarded_stage = 'Step 2'

For each user, send them an email to remind them to complete Step 3. You can use HTML to stylize your email with custom branding.

Engagement & Retention

Send weekly product usage summary emails

Retrieve customers and their key metrics on your platform.

View SQL Query
SELECT
  id,
  company_name,
  JSON_BUILD_OBJECT(
    'number_of_logins', num_logins,
    'number_of_conversions', num_conversions,
    'monthly_spend', monthly_spend,
    'amount_saved', amount_saved
  ) as product_usage_data
FROM
  users

For each customer, send a weekly email to show them their top stats on your platform. You can use HTML to present your email in an aesthetically pleasing table or image.

Send milestone notifications

Select customers who've reached a certain milestone on your platform. You can use our deduplication feature to not re-send the same notification to the same customer.

View SQL Query
SELECT
  count(*),
  user_id
FROM
  orders
GROUP BY
  user_id
HAVING
  count(*) > 3

For each customer, send them a congratulatory text

Upsell the most active users

Select the most active users on your platform.

View SQL Query
SELECT
  count(*),
  user_id
FROM
  events
GROUP BY
  user_id
HAVING
  count(*) > 100

Send a Slack message to the Sales team for an account manager to reach out and upsell.

Send churning users discounts

Select users who have been inactive on your platform.

View SQL Query
SELECT
  count(*),
  user_id
FROM
  events
WHERE
  created_at > current_date - interval '30 days'
GROUP BY
  user_id
HAVING
  count(*) = 0

For each user, email them a discount to encourage them to re-engage.

Support

Response time too high

Detect if average response time of your support team is too high.

View SQL Query
SELECT
  avg(first_responded_at - created_at) as avg
FROM
  tickets
HAVING
  avg(first_responded_at - created_at)  > interval '1 day'

Send an email report to a support manager.

CSAT is low

Detect if the average CSAT is too low

View SQL Query
SELECT
  avg(csat_score) as avg
FROM
  tickets
HAVING
  avg(csat_score) < 5

Send an email report to a support manager.

Agent supply does not meet demand

Detect if number of support agents is not enough to fulfill incoming tickets.

View SQL Query
WITH tickets_count AS (
  SELECT
    count(*) as num_tickets
  FROM
    transaction
  WHERE
    created_at > current_date - interval '1 hour'
)
SELECT
  *
FROM
  tickets_count
  JOIN agent_stats_query on True
WHERE
  num_tickets > 10 * agent_stats_query.number_of_agents

Send Slack message to #support-agents channel to find backup agents.

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