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New subscribers are in the highest churn risk window. A strong onboarding workflow helps them understand the value of your product and builds the habit that drives long-term retention.

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Goal

Decrease churn for fresh subscribers.
  • Trigger: Customer Portal Entered

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Key actions

  • Show Content: explain value with images/video (what to expect, how to use, results timeline)
  • Offer Selection (optional): let customers choose between a discount or a free product for the next order

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Conditions to consider

Use lifecycle conditions to target the right cohort:
  • subscription.cycle_count
  • subscription.age.days
Examples:
  • Show onboarding content only if cycle_count = 1 or age.days < 7
  • Offer incentives only after the customer has seen value content

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Best practices

  • Lead with value: incentives work best after the customer understands the benefit.
  • Keep it short: one strong piece of content beats a long sequence.
  • Record outcomes: tag customers who accepted an offer for later analysis.