Connect with customers automatically

Frequently asked questions

Which automation actually recovers the most revenue?

Pre-dunning, and almost nobody runs it. It contacts a customer before a renewal you can predict will fail — most often because the stored card expires before the next billing date — so the charge simply succeeds. There is no failed payment, no service interruption and no implied accusation. The reason it is rare is not disagreement; comparing card expiry against next bill date is a query nobody wrote.

Should a recovery email include a discount?

Generally not on the first attempts. The customer has not asked to leave — most failures are a dead credential rather than a value objection — so a discount converts a payments problem into a permanent margin reduction. Discounts belong in win-back, after recovery has genuinely failed.

Why do abandoned-checkout recovery emails underperform?

Usually the link rather than the copy. Recovery depends far more on the link resuming the exact cart state than on what the email says, and a message that drops the customer at a generic cart page recovers a fraction of what a resumable link does. The same applies to payment-update emails: a login wall between the customer and their intent to keep paying you loses a meaningful share of them.

When is the highest-leverage moment to intervene?

The first 90 days, by a wide margin. First-month subscription churn runs 12–30% across every vertical, far above steady state, because the first renewal is the first time a customer evaluates a decision they made once — often at a promotional first-order price. Onboarding that establishes when and how to use the product moves that number more than anything applied later.