How to set up customer lifecycle emails in Loops

For SaaS companies, there are a few important events in a customer lifecycle that email can help with.

• Acquisition emails are emails sent after a user signs up for a waitlist, platform or newsletter.
• Onboarding emails help brand new users get familiar with—and get the most out of—your product.
• Retention emails keep your users engaged long-term.
• Re-engagement emails attempt to get users active again if they haven’t used your platform recently.
• Dunning emails help reduce churn by prompting the user to re-activate a subscription or fix payment issues.
• Re-activation emails attempt to bring users back after a cancelation.

With Loops, you can easily set up “loops” (email workflows) plus our API (or an integration) to help with each of these use cases.

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How it works

To get this set up in Loops, the idea is to create a loop for each of the types of email you want to send. So there would be a loop for activation emails and a loop for dunning emails and so on.

A loop is like an email sequence containing emails, time delays, audience filters and an initial trigger.

We will use a custom contact property called subscriptionStatus to enter users into each of the loops at different times in their subscriptions.

This property is used as the loop trigger; if the property is ever changed—using an integration or the Loops API—we trigger a loop, which will send emails to the contact.

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Add a contact property

First, let’s add the contact property to the audience in Loops.

Go to your Audience page. Click on a table header to show the dropdown then select Add property.

Enter “Subscription status” into the Name field and make sure String is selected in the “Type” field. (You’ll notice that the “stored name” of your property is subscriptionStatus. This is the name we’ll use in the API and integrations).

Click Add Property when you’re done. Your new property was added to the far right of the Audience table.

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Update contacts

Now you can click on contacts and update the value manually one-by-one, or use the API or an integration to update contacts programmatically.

To update contacts in bulk you can download your Audience as a CSV, update values and re-upload the file.

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Create loops

The next step is to create the loops, one for each type of email. Repeat the following step for each of the different subscription statuses you want to send emails for.

Go to the Loops page in your account and click New.

Select the Contact update option, which will create a new loop using that trigger.

You will enter the loop builder. Click on the Contact updated node to set up the loop trigger.

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Set up the trigger

1. Select the “Subscription Status” property from the When dropdown.
2. The Changes from dropdown should have “Any value” selected.
3. Netx you need to specify wheat value Loops should look out for to enter users into the loop. For example, for onboarding emails, you can choose “is empty” from the To dropdown. For re-activation emails select “Equals” from the To dropdown and enter a relevant value like “Canceled”.
4. Trigger time should be set to “Every time”; this will make sure users are entered into the loop every time that the Subscription Status value matches.

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Create emails

Now create the email(s) you want to send from each loop.

You can add as many emails as you like into each loop, separated with timers. If you want to send emails to certain groups of contacts, you can use Audience filters in your loop.

We have a range of email templates available, which you can use as a base for all of your subscription emails.

If you want to use cohesive branding in your emails, make use of themes in the editor.

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Update the Subscription status value

The final step is to make sure that your contacts have the correct “Subscription status” value assigned to them in Loops.

This will make sure they are in the correct loops at the correct moment within their subscription.

Using the API you can make a simple PUT call to the Update contact endpoint, with a request containing the contact’s email address and subscription status.

(You can also add more contact properties in this call if you want to add more data to the contact in Loops.)

{
  "email": "[email protected]",
  "subscriptionStatus": "Canceled"
}

Many of our integrations allow syncing of contact data. Just make sure you create or update contacts and include the current subscriptionStatus value.

Now you have set up different loops to trigger when the “Subscription status” value changes, your users will be automatically entered into each loop and receive the correct emails at the correct times during their subscription lifecycle.

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Example loops

Here are some example loops you can create along with a suggested trigger and loop contents.

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Onboarding

Sent to brand new users.

• Trigger: Contact added or Contact updated (e.g. subscriptionStatus is empty).
• Audience filter: Match the trigger (e.g. subscriptionStatus is empty).
• Loop contents: 1–5 welcome and onboarding emails over the first 30 days.

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New subscribers

Sent to users who just started paying.

• Trigger: Contact updated (e.g. subscriptionStatus changes to “Paying”).
• Audience filter: Match the trigger (e.g. subscriptionStatus equals “Paying”).
• Loop contents: 1–3 emails about paid-only features over the next 3 days.

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Dunning

Sent to customers who had a first failed payment.

• Trigger: Contact updated (e.g. subscriptionStatus changes to “Failed”).
• Audience filter: Match the trigger (e.g. subscriptionStatus equals “Failed”).
• Loop contents: 1–3 emails during your dunning period.

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Churn

Sent to customers who have just cancelled their payments.

• Trigger: Contact updated (e.g. subscriptionStatus changes to “Canceled”)
• Audience filter: Match the trigger (e.g. subscriptionStatus equals “Canceled”).
• Loop contents: 1 email saying goodbye and asking for feedback.