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Docs Search ⌃K Docs Search ⌃K LogicLoop Documentation LogicLoop Quickstart Data Sources Connect your data source Supported data sources Queries Write a rule Visualizations & dashboards Actions Set up an action Action destinations Templating Case Management Case Management AI AI Query Helper Ask AI Teams & Settings Integrations Invite your teammate Groups & Permissions Changelog FAQs Troubleshooting Templates Templates Home Risk & Fraud Rules AML Transaction Monitoring Rules Logistics & Marketplace Ops Customer Success & Growth Systems Observability Data Quality Monitoring Healthcare HTML Email Templates BETA AI SQL API Approving rules Render Data as JSON Case Analytics Python Security & Legal Security AI Security Terms of use Data Processing Agreement Privacy policy Services description Powered By GitBook Comment on page CUSTOMER SUCCESS & GROWTH 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, connect your company's data sources. 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. Templates - Previous Logistics & Marketplace Ops Next - Templates Systems Observability Last modified 1yr ago Was this page helpful? 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 To pick up a draggable item, press the space bar. While dragging, use the arrow keys to move the item. Press space again to drop the item in its new position, or press escape to cancel. Docs Search ⌃K LogicLoop Documentation LogicLoop Quickstart Data Sources Connect your data source Supported data sources Queries Write a rule Visualizations & dashboards Actions Set up an action Action destinations Templating Case Management Case Management AI AI Query Helper Ask AI Teams & Settings Integrations Invite your teammate Groups & Permissions Changelog FAQs Troubleshooting Templates Templates Home Risk & Fraud Rules AML Transaction Monitoring Rules Logistics & Marketplace Ops Customer Success & Growth Systems Observability Data Quality Monitoring Healthcare HTML Email Templates BETA AI SQL API Approving rules Render Data as JSON Case Analytics Python Security & Legal Security AI Security Terms of use Data Processing Agreement Privacy policy Services description Powered By GitBook