Playbook
Let AI identify where users encounter barriers and optimize the path to conversion.
Sources
Amplitude
Intercom
Sentry
Zendesk
Mixpanel
Getting started
Breaking down product usage data to identify conversion issues is crucial for optimizing user flow and increasing paid conversions.
Manually pinpointing these issues can be complex and time-intensive.
In this playbook, we'll show you how to use Lancey's platform to break down product usage data, correlate conversion issues, and identify where users get stuck without needing custom dashboards or SQL.
Step 1: What you'll need
You'll need access to Lancey's Merlin agent.
Connect to your product analytics and customer support platforms within Lancey's integration tab.
Get access to Lancey
Step 2: Setting up filters
Once Merlin is set up, it will automatically collect data from all integrated sources. We'll leverage Lancey's ability to query, segment, and act on the data for the next steps.
For example, you might be interested in finding users who dropped off after using the trial version.
Prompt
Find me all users who have dropped off after using the trial version but before converting to a paid plan.
Merlin will analyze your data set and provide a preview of users who match this condition.
Step 3: Analyzing data
Now that we have a list of users who dropped off, the next step is to analyze this data to identify where they got stuck.
Prompt
Analyze the drop-off points and correlate them with product usage patterns to identify where users are getting stuck.
Merlin will provide an analysis of the data, showing patterns and trends that can guide improvements to the user flow.
Step 4: Crafting targeted communications
With the insights gathered, you can now craft targeted actions to re-engage users and optimize conversions.
Since Merlin has context about your users, it can draft specific emails inviting them to chat with you. If the draft looks good, Merlin will send it off using the Gmail integration setup.
We Miss You! Complete Your Journey with Us
Hi [First Name],
We noticed you haven't converted to a paid plan after your trial period. We’d love to help you get the most out of our product. Here are some resources and benefits you might have missed:
Exclusive Features: Unlock premium features that can enhance your experience.
Customer Support: Get priority support to help you with any questions.
Special Offer: Enjoy a discount on your first month as a paid user.
If you have any questions or need assistance, we're here to help.
Thanks,
[Product Manager]
Wrapping up
And we're all done here! Get back to building great products. We also have other playbooks you can explore.