Overview
Segment contacts by behavior (failed charge + SLA miss, churn risk, no recent engagement) and push to channels.
Problem
Lists are static and stale; building them requires SQL and manual CSVs.
Solution
InsightLake’s cohort builder saves dynamic segments with live criteria and pushes to Agent Desk, LiveConnect, or PulseGate for outreach.
How it works
Define filters like "failed charge in 7d AND last ticket SLA miss"; preview results; push to a campaign or open tasks in ActionDesk.
Who is this for
Lifecycle Marketing
Support Ops
RevOps
Expected outcomes
- Higher recovery and retention
- Less manual list wrangling
Key metrics
Recovery rate on targeted cohorts
Baseline
12 %
Target
22 %
Time to build a segment
Baseline
60 minutes
Target
5 minutes
Gallery
Downloads & templates
Case studies
SaaS raises recovery from failed renewals
Targeted cohorts drove 18% more renewals.
Software SMB NA
Security impact
- Contact identifiers, engagement & payment flags · PII: yes (masked & governed)
Compliance
- GDPR (lawful basis & consent flags)
- SOC2
Availability & next steps
Pro
Enterprise