Build Guide

In this article, you’ll learn how to:

• Track key expansion signals
• Create a Workflow from scratch
• Trigger messages based on real user behavior
• Personalize messages based on what users did
• Set a goal to track upgrades or engagement
• Finish and manage re-enrollment

Step 1. Track expansion signals

First, track the behaviors that signal a user might be ready for more. These could include:

• Hitting a usage limit
• Interacting with a gated or premium feature
• Visiting a pricing or upgrade page
• Attempting an action that’s only available on a higher-tier plan

Make sure these are tracked as custom events or feature flags (e.g., hit_usage_limit, clicked_upgrade_feature, etc.).

Step 2. Create a new Workflow

In the Workflows tab, click Create Workflow and name it something like “Upgrade Follow-Up” or “Expansion Workflow.”

Step 3. Set start criteria

Click the Start node and configure:

• Audience: All users, or a segment based on your plan tiers or usage
• Trigger: One of the events you set up in Step 1 (e.g., hit_usage_limit)
• Trigger timing: Immediately, so the message hits while interest is high

Step 4. Add an in-app upgrade message

Create an in-app message via Pin or Flow to help drive forward your conversion messaging.
Use this message to:

• Call out the specific feature or limit they hit
• Explain the value of upgrading
• Include a clear CTA (e.g., “See plans,” “Talk to sales,” or “Unlock this feature”)

💡 Tailor the copy with personalization tokens or usage-based language (e.g., “You’ve reached your 100-item limit—time to upgrade?”)

Step 5. Add a delay + email follow-up

Not everyone will act in the moment—so follow up.

• Add a Time delay: 2–3 days
• Then add an Email node with similar messaging, or a bit more detail about your plans or benefits
• Include a deep link to the feature or plan page to make it easy to act

Step 6. Add a goal

Add a Goal to track whether the user took action. Good goal events might be:

• upgraded_plan
• contacted_sales
• viewed_pricing_page

This will help you track how often your nudges actually turn into conversions.

Step 7. Set finish criteria

Click the Finish node to set how users exit the Workflow.

• Exit when: Goal is reached, or they finish the last step
• Timeout threshold: 7–14 days works well for this type of follow-up
• Re-enrollment: Enable this so users can re-enter if they hit another upgrade opportunity later

Step 8. Publish Workflow

Once everything’s in place, hit Publish—and let Workflows handle the follow-up.

👏 Done! You’ve now got a smart, behavior-based system for identifying and acting on expansion opportunities—without needing to chase users manually.