Use Cases

Real-world examples of how to use Cueflow to engage users, drive adoption, and grow your product.

User Onboarding

Welcome New Users

Goal: Greet new users and guide them to value.

Setup:

1. Create a Welcome Modal

2. Target: Signed Up At is within 1 day

3. Include a clear next step

Title: "Welcome to [Product]! 👋"
Body: "We're excited to have you. Let's get you started..."
Primary CTA: "Take the Tour" → /tour
Secondary CTA: "I'll explore on my own"

Onboarding Checklist

Goal: Guide users through essential setup steps.

Setup:

1. Create a Checklist

2. Add 5-7 key actions

3. Use automatic completion for trackable actions

4. Target: Signed Up At is within 14 days

Title: "Getting Started"
Items:
1. Complete your profile (auto: profile_completed)
2. Create your first project (auto: project_created)
3. Invite a team member (auto: team_member_invited)
4. Connect an integration (auto: integration_connected)
5. Watch the intro video (manual)

First-Time Feature Hints

Goal: Introduce features when users first visit a page.

Setup:

1. Create Modals for each feature

2. Target by page + hasn't used feature

Page Path equals "/reports"
AND
Event "report_created" has not done

Feature Adoption

Announce New Features

Goal: Inform users about new capabilities.

Setup:

1. Create a Modal with the announcement

2. Create a Changelog entry

3. Target active users

Modal:
  Title: "Introducing Dark Mode 🌙"
  Body: "You asked, we delivered! Switch to dark mode..."
  CTA: "Try It Now" → /settings/appearance

Changelog:
  Category: New
  Title: "Dark Mode"
  Description: "Full dark mode support across the app..."

Drive Feature Discovery

Goal: Help users discover underused features.

Setup:

1. Identify power features with low adoption

2. Create modals targeting users who'd benefit

3. Trigger based on usage patterns

Targeting:
  Event "basic_export" count greater than 5
  AND
  Event "advanced_export" has not done

Modal:
  Title: "Did you know? Advanced Export"
  Body: "You've been exporting a lot! Try our advanced..."
  CTA: "Try Advanced Export"

Feature Education

Goal: Teach users how to use complex features.

Setup:

1. Create a Checklist for the feature

2. Target users who've started but not mastered it

Title: "Master Advanced Reports"
Items:
1. Create a custom report
2. Add filters and segments
3. Schedule automated delivery
4. Share with your team

Conversion & Upselling

Upgrade Free Users

Goal: Convert free users to paid plans.

Setup:

1. Target engaged free users (not new ones)

2. Show value proposition

3. Time it right

Targeting:
  Plan equals "free"
  AND
  Signed Up At is before 14 days
  AND
  Event "feature_used" count greater than 10

Modal:
  Title: "You're getting great value from [Product]!"
  Body: "Upgrade to unlock unlimited projects, team..."
  CTA: "See Plans" → /pricing

Trial Expiration

Goal: Convert trial users before expiration.

Setup:

1. Create banners/modals at key intervals

2. Target based on trial end date

7 days before:
  Banner: "Your trial ends in 7 days. Upgrade to keep access."

3 days before:
  Modal: "Don't lose your work! Your trial ends in 3 days."

1 day before:
  Modal (urgent): "Last day! Upgrade now to continue."

Usage Limit Warnings

Goal: Upsell when users hit limits.

Setup:

1. Track usage via contact properties

2. Trigger at threshold

Targeting:
  projectCount greater than 8
  AND
  Plan equals "free"  // Free plan has 10 project limit

Banner:
  "You've used 8 of 10 projects. Upgrade for unlimited."
  CTA: "Upgrade"

Re-engagement

Win Back Inactive Users

Goal: Re-engage users who've gone quiet.

Setup:

1. Target by last seen date

2. Remind them of value

Targeting:
  Last Seen At is before 7 days
  AND
  Plan does not equal "free"  // Focus on paying customers

Modal:
  Title: "We miss you! 👋"
  Body: "It's been a while. Here's what's new..."
  CTA: "See What's New"

Incomplete Actions

Goal: Nudge users to finish what they started.

Setup:

1. Track start events and completion events

2. Target users who started but didn't finish

Targeting:
  Event "checkout_started" has done
  AND
  Event "checkout_completed" has not done
  AND
  Event "checkout_started" last done within 7 days

Modal:
  Title: "Complete your purchase"
  Body: "You left something in your cart..."
  CTA: "Continue Checkout"

Feedback Collection

NPS at the Right Time

Goal: Measure loyalty when users are engaged.

Setup:

1. Target established, active users

2. Don't interrupt new users

Targeting:
  Signed Up At is before 30 days
  AND
  Last Seen At is within 7 days
  AND
  Plan does not equal "free"

Feedback (NPS):
  "How likely are you to recommend us to a friend?"

Feature Feedback

Goal: Get feedback on specific features.

Setup:

1. Target after feature usage

2. Keep it quick

Targeting:
  Event "new_feature_used" count greater than 3
  AND
  Event "new_feature_used" first done within 30 days

Feedback (Rating):
  "How useful do you find [New Feature]?"
  Style: Stars

Exit Feedback

Goal: Understand why users cancel.

Setup:

1. Target users who downgrade or cancel

2. Collect before they leave

Targeting:
  Event "plan_downgraded" has done
  OR
  Event "account_cancelled" has done

Feedback (Text):
  "We're sorry to see you go. What could we have done better?"

Communication

Maintenance Notices

Goal: Inform users about planned downtime.

Setup:

1. Schedule banner for the relevant period

2. Make it non-dismissible

Schedule:
  Start: Day before maintenance
  End: After maintenance completes

Banner:
  "⚠️ Scheduled maintenance: [Date/Time]. Some features may be unavailable."
  Dismissible: No
  Position: Top

Policy Updates

Goal: Notify users of important changes.

Setup:

1. Target all users

2. Require acknowledgment

Modal:
  Title: "Updated Terms of Service"
  Body: "We've updated our terms. Please review..."
  CTA: "Review Changes" → /terms
  Show Close Button: No (or require acceptance)

Product Changelog

Goal: Keep users informed about updates.

Setup:

1. Create Changelog entries regularly

2. Set up the in-app widget

3. Optionally share public changelog

Changelog entries:
- New features → Category: New
- Improvements → Category: Improved
- Bug fixes → Category: Fixed

Public page: app.cueflow.so/changelog/your-slug

Seasonal Campaigns

Holiday Promotions

Goal: Run time-limited offers.

Setup:

1. Create promotional banner/modal

2. Schedule for the campaign period

Schedule:
  Start: November 29 (Black Friday)
  End: December 2 (Cyber Monday)

Banner:
  "🔥 Black Friday: 50% off annual plans!"
  CTA: "Claim Offer" → /pricing?promo=bf2024

End of Year

Goal: Engage users for renewals, upgrades.

Setup:

1. Target based on renewal timing

2. Offer incentives

Targeting:
  subscriptionRenewsAt is within 30 days

Modal:
  Title: "Start 2025 strong!"
  Body: "Renew now and get 2 months free..."
  CTA: "Renew & Save"

Best Practices

Don't Overwhelm

• Limit concurrent messages

• Space out campaigns

• Respect user attention

Be Relevant

• Use precise targeting

• Match content to context

• Personalize when possible

Measure & Iterate

• Track analytics for all messages

• A/B test variations

• Archive underperformers

Respect the User

• Always provide dismissal options

• Don't block critical workflows

• Test on real user journeys