Nudge Users Toward an Upgrade When They Near Their Plan Limits
Detect when a customer approaches their plan's usage limit and send a perfectly timed in-app and email nudge to upgrade before they hit a wall.
- 1
Watch Usage Events
Add a
Webhooknode receiving usage events from your app or a PostHog action. - 2
Detect Approaching Limits
Add a
Codenode computing usage as a percentage of the customer's plan limit and continuing at 80%+. - 3
Prevent Nudge Fatigue
Add a check so each customer is nudged at most once per period.
- 4
Send the Upgrade Nudge
Add a
Customer.ionode triggering an email and in-app message highlighting the next plan's benefits. - 5
Activate and Test
Activate the workflow and push a test customer to 85% usage. Confirm the nudge fires once.
Frequently asked questions
Won't nudges annoy people?
A helpful, single nudge that frames the upgrade as removing a limit they're hitting usually lands well.
Can I auto-upgrade heavy users?
Suggest, don't force. Offer a one-click upgrade so motivated users can act instantly.
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