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Engaged trial users

Trial users logging in often enough to be ready to buy, offered a personal demo by email while sales still has the window to close them.

Authored by Intempt Technologies

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Agentic workflow

3 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Build the engaged-trial list

    Blu builds Segment

  2. 2

    Offer a personal demo

    Blu builds email html

  3. 3

    Alert sales

    Blu builds slack

Leaves behind Segment email_html slack

About this recipe

When to use it

A signup with no activation milestone after two weeks isn't going to activate on its own. This segment catches that stall early enough for an intervention to actually change the outcome.

What it delivers

Segments users who signed up recently but haven't hit an activation milestone in the last 14 days, isolating the activation-rescue cohort before the window closes.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Trial users logging in often enough to be ready to buy, offered a personal demo by email while sales still has the window to close them.”

recipe.md preview

Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

  1. 01Segment
  2. 02Email html
  3. 03Slack

How the recipe runs

Blu follows the steps in order and shows you each one before anything goes live.

  1. 01Build the engaged-trial listBuild a segment of users named "Engaged Trial Users". A user is in the segment only when all of these are true: - their Plan attribute is "trial" - they did the Session start event 5 or more times in the last 14 daysSegment
  2. 02Offer a personal demoGenerate a designed marketing email for the users in "Engaged Trial Users" offering a personal walkthrough of a feature they have not tried yet. Three sentences, warm and helpful tone, no discount language, one button linking to the demo booking page. Use the result of "Build the engaged-trial list".Email content
  3. 03Alert salesGenerate a Slack message to the sales channel For each user in "Engaged Trial Users", name their email address, so reps can reach out while the trial window is still open. Use the result of "Build the engaged-trial list".Slack message

Install Intempt and run it

  1. 1

    Sign up

    Create a free Intempt workspace.

  2. 2

    Connect your data

    Add the sources this recipe reads from.

  3. 3

    Ask Blu

    Type /onboarding-stalled-users in Blu once this recipe is live there.

  4. 4

    Review and approve

    Blu builds each step and waits for your OK before anything goes live.

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