Lead Segmentation: RescueTime is a subscription model time management and productivity software for individuals and teams. When someone comes to RescueTime for the first time there are two entry points — they can either create a trial account or schedule a demo. If they don’t take action, we don’t want to lose them. We use Customer.io to segment these different types of leads and this campaign (below) follows up with them according to those segments.

Reduce Reliance on Developers: Our product is built on Rails, so before we had Customer.io, any time I wanted to make a change in content, I had to put in a request with our engineers. These requests obviously took them away from dev time and working on product bugs. We are a small team, so the fact that Customer.io enables our marketing team to own and edit campaigns and content, without needing engineering help is huge. The only limit now is my own creativity.

Automation = Super Human: Having Customer.io allows me to do the work of 3-4 people with automation. I set up (the automated campaigns), and then the only thing our team has to do is follow-up if a lead responds. We are able to sell our enterprise plan, like a sales team would.

Attribute Success In this campaign, we count a conversion if someone becomes a paid user. With Customer.io, it’s valuable that I can attribute exactly how well this campaign is convincing someone to upgrade and purchase the paid version of our product.