Trigger in-app notifications based on user intent to upgrade with Appcues and ClearBrain

Using Segment, ClearBrain and a product notification tool like Appcues, you can trigger product notifications to customers at times when they have the highest intent to upgrade. ClearBrain automatically analyzes which of your users tracked in Segment are most likely to upgrade to a specific plan type (e.g. starter vs professional), and can sync that recommendation to Appcues to trigger an in-app product notification.

How this works:
  1. Get data flowing from Segment to ClearBrain
  2. Configure a predictive goal in ClearBrain based on the upgrade path you’d like to optimize (e.g. free → starter)
  3. Create a predictive audience in ClearBrain based on your users with the highest propensity to upgrade (e.g. top 5%)
  4. Export the ClearBrain predictive audience as a trait back into Segment, which is automatically passed into Appcues as a custom attribute
  5. Configure triggers in Appcues for users with the matched ClearBrain predicted trait
Steps to get started:
  1. Set up event tracking with Segment
  2. Sync user data and events to ClearBrain via Segment
  3. Sync user data and events to Appcues via Segment
Tools you need:
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How ClearBrain works with Segment

Setting up ClearBrain with Segment shortens your onboarding process from weeks to days. Segment provides a standardized schema of attributes and events which can be immediately processed into ClearBrain’s machine learning schema. No customization or additional engineering required. Additionally, using Segment’s historical replay you can import years of behavioral data to ClearBrain in a few hours, enabling you to skip a data collection period and move immediately to insights.

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