Read this first
Illustrative designs. Each row is a planning pattern. It is not evidence of a completed client engagement and lists metrics to track, not results. Validate identity, consent and data quality in your own environment first.
Starting journey
Ten use cases
| Category | Use case | Trigger | Adobe components | Channel | KPI to measure |
|---|---|---|---|---|---|
| Onboarding | Day-0 to day-30 workspace onboarding series | workspace created | AJO | Email, push | 30-day activation |
| Onboarding | Milestone nudge when signup has not happened in 7 days | no signup for 7 days | AJO, profile attributes | Email, in-app | Milestone completion |
| Onboarding | Welcome-back journey for a trial user returning after setup | return after 14 days | AJO | Push | Return engagement |
| Onboarding | Account-linking prompt for a trial user using two channels | two identities seen | Identity graph | In-app | Linked-profile rate |
| Engagement | In-app message for a feature a trial user has not used | feature gap | AJO in-app | In-app | Feature adoption |
| Cross-sell and upsell | Upgrade prompt for heavy workspace users | usage threshold | RTCDP, AJO | In-app | Upgrade rate |
| Cross-sell and upsell | Premium trial for engaged free trial users | engagement score threshold | RTCDP, AJO | Email, in-app | Trial-to-paid rate |
| Retention | Service-recovery message after a poor experience | negative service event | AJO, AEP source | Email, phone | Repeat-complaint rate |
| Personalisation and decisioning | Dynamic pricing message within policy | approved price rule | Decisioning | Web | Conversion within guardrails |
| Measurement and governance | Schema change impact review | schema change | XDM governance | Review | Breaking changes caught |
Data you will need
- Product usage events
- Subscription and billing data
- CRM and support data
- Account hierarchy
- Marketing consent
Governance for saas
Separate workspace and customer data from marketing profiles and honour account-level admin settings.
- Check consent and channel permissions before every send
- Use a holdout group so the KPI shows real lift
- Document data sources, owners and retention
Build or learn this
Frequently asked questions
Are these saas use cases client results?
No. They are illustrative design patterns. Real client work is published only with written approval and evidence.
Which Adobe products are involved?
Mostly Experience Platform, Real-Time CDP, Journey Optimizer and Customer Journey Analytics, with Web SDK for data collection.
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