Flow Template: Push Unfinished Registrations to Complete Signup

Get the unfinished registrations to continue and complete the signup process. Use this flow template to reactivate the users who abandoned your product's signup flow. Check this video for more information:

Please note that the "Check Field" step was renamed to "Check Condition" on 15 Sep 2023


Overview and Trigger

This flow template is triggered using the Segment.com Event trigger so you have to make sure that you connect your Segment.com account with Encharge and map the appropriate fields on the Map Fields tab.

Let's say you have two steps in our sign-up flow and users who go through this don't finish the second step. Step 1 is to provide their name and email address, while step 2 is to add their billing details and payment method. You can use this flow to increase your conversion rate and get more people to complete the signup process.

It is important to have a Segment event for the sign-up process for this flow to work. One for completing step 1 and another for completing step 2. These events will be mapped into a custom field in Encharge which will be checked in this flow using a filter step to determine if you need to send an email that encourages them to finish the registration process.


Add the Wait step 

Set the trigger with the first event and get the users to join the flow before sending them to a Wait step. The purpose of this step is to give your users time to complete the registration process. You don't want to send them an email right away that reminds them to continue with the rest of the steps.


Check if Step 2 is Completed

After waiting for the number of hours that you set within the Wait step, the users will be sent to a Check Condition filter that will determine if the second step of your sign-up process has been completed. Select the custom field that you mapped the second Segment event with and set the filter to check if its value is "false".

Don't forget to select "Yes" on the "Proceed on" window when connecting the filter to the next step so that only the users who meet the condition you set on the filter will continue down the flow.


Send a Reminder to Push the Completion of the Sign-Up Process

Use the Send Email step to inform the users of the unfinished registration process and push them to continue with the rest of the steps. You may provide reasons that explain why you'd like them to proceed further in the sign-up process and highlight a high-value feature that they can get by going through the trial period.

For your convenience, we added an email template that you may use for this step.


Add Another Wait Step 

After sending your first reminder, give the users one more day to read your email and finish the sign-up process. Connect another Wait step to the Send Email step before sending them to another filter step.


Filter Out People Who have not Completed Step 2

Duplicate the previous Check Field filter and connect it to the Wait step. filter out the users who have not completed the sign-up process after sending your first reminder. Then, select "Yes" on the "Proceed on" window when connecting it to the second Send Email step. This will make sure that only those people who have not finished step 2 will move down the flow.


Send the Second Reminder

Add another Send Email step to the flow to send your second reminder. In this email, you can add the link to the sign-up process' step 2 so the users can easily get back to finishing it.

Use this shareable link to copy this flow to your account together with the email templates: Push Unfinished Registrations to Complete Signup - Share Link

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