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