Mixpanel SMS Automation

Automatically congratulate power users the moment they hit a key milestone, send a timely SMS nudge, and present an upsell so you turn momentum into measurable clicks.

Why This Workflow Matters

When a customer reaches a meaningful product milestone, they’re primed for the next step. This workflow instantly recognizes that moment and responds with a friendly SMS that celebrates progress and spotlights a valuable feature or upgrade. The result is more engagement, more upsell clicks, and a better customer experience—without manual effort.

How The Automation Works

Trigger: Mixpanel event: milestone achieved

Entry Conditions: event = power_user

Tags/Fields Created: tag: mixpanel_milestone

ActiveCampaign Steps: Send congratulatory SMS -> upsell offer

SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Congrats on reaching {{milestone}}! Check this feature: {{link}}' }"}

Exit Conditions: clicked or no-action

Goal: Upsell CTR

Automation Table

Step What Happens Why It Matters
Trigger fires Mixpanel event: milestone achieved Reaches users at the exact moment of high intent.
Entry checked event = power_user Focuses the upsell on your most engaged users.
Tag applied tag: mixpanel_milestone Keeps audience segmented for future targeting and reporting.
Send congratulatory SMS (via D7) Timely, personal outreach increases the likelihood of a click.
Present upsell offer Guides users to the next high‑value feature or plan.
Track clicks exit on clicked or no-action Keeps the journey clean and respects user behavior.
Measure Goal Upsell CTR Quantifies performance so you can optimize messaging and offers.

SMS Message Variations

- You did it {{milestone}} unlocked! Explore this feature next: {{link}}

- Nice work on {{milestone}}! Level up with this feature: {{link}}

- Congrats on {{milestone}}! See what you can do next: {{link}}

Who This Workflow is For

- Product-led SaaS teams using Mixpanel to track activation and engagement

- Mobile apps and subscription services that celebrate milestones

- EdTech, fitness, and fintech products that unlock features as users progress

- Any business that wants to turn power-user moments into upsell clicks via SMS

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Ready to turn milestones into measurable upsell clicks