Overview
Upsell, retain, and run campaigns using Broadcasts, Actions, and Products—without breaking the conversation.
What this section is
A catalog of outcome‑focused playbooks you can run after launch to monetize, retain, and grow. Each playbook combines Broadcasts, Actions, Products, and Conversations → Review & Revise your Delphi to deliver timely value and respectful nudges.
Why it matters
Right nudge, right moment: Behavior‑based triggers keep outreach relevant and welcome.
Respectful monetization: Context + frequency controls make offers feel like help, not ads.
Less manual work: Automations handle check‑ins, tagging, and follow‑ups while you coach.
Prove impact: Mentions → CTR → conversions and retention rates make ROI visible.
Shared building blocks
Products — Add items; set keywords and frequency (every mention / per user / per conversation).
Actions — Triggers like Product Recommended, Inactivity, Quota Reached, Membership, Payment Made; actions such as Send Message, Update Tag/Property, Custom API.
Broadcasts — Announcements, “what’s new,” renewal reminders, and targeted follow‑ups.
Conversations — Review & Revise product answers; edits become training data.
Best practices (applies to every playbook)
Start safe — Use once per conversation for product cards; increase only if click-through rate is healthy.
Tag interest — Use Actions to tag Interested on clicks; target that tag with Broadcasts.
Tidy weekly — Toggle off low‑performers; refine keywords; revise weak answers.
Measure end‑to‑end — Mentions → CTR → Conversion / Renewal; unanswered → revised.
Metrics to watch
Mentions → Click Through Rate (per product)
Conversions after recommendation
Renewal / upgrade rate
Opt‑in → nurture CTR (for Lead‑Magnet Concierge)
Event attendance / replay CTR (for Event Funnel)
Return rate (7‑day) for Interested tag
Unanswered → revised trend
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