In the world of B2B SaaS, retention isn't just a support function—it's a revenue driver. That’s why top-performing platforms like Outreach.io actively use in-app popups to keep users engaged, informed, and connected to live experiences like weekly office hours, training sessions, and product webinars.

Why? Because proactive engagement inside the product is one of the most effective ways to drive long-term customer success—and reduce churn.

Outreach.io’s Strategy: Meet Users Where They Are

Rather than relying on email blasts that often go ignored, Outreach.io inserts smart, timely popups directly within the app to:

• Promote Weekly Office Hours
  A subtle in-app prompt invites users to sign up for live Q&A sessions—especially helpful for new customers navigating the platform.
• Announce Upcoming Live Trainings
  Timely banners and overlays surface when users enter relevant parts of the product, prompting signups for sessions that teach best practices.
• Encourage On-Demand Webinar Views
  Missed a session? Outreach.io reminds users with in-app nudges to watch recordings—keeping learning and feature adoption continuous.

This embedded approach means customers never need to leave the platform to stay engaged, educated, and successful.

Why It Works

• Higher Visibility: Popups appear while users are active, not buried in inboxes.
• Increased Attendance: Real-time nudges drive signups and show rates.
• Improved Retention: Ongoing education = better adoption = lower churn.

The Challenge: Not Every Team Can Build This In-House

Custom popups, behavior-based triggers, and engagement tracking often require deep engineering work. Many growth and CS teams are stuck waiting on dev cycles—or skipping in-app engagement altogether.

The Simple Solution: Upvert

Upvert.io brings Outreach-style popups to any SaaS product—without code or complexity. Perfect for CS teams, marketers, or onboarding managers looking to drive live session attendance and user success.

With Upvert, you can:

• Promote Office Hours with embedded signup prompts
• Trigger Popups based on user behavior, page visits, or lifecycle stage
• Embed Calendars, Forms, or Video Replays right inside the product experience
• Track Clicks and Engagement to see what’s working—and improve fast

All without a single line of code—and starting at just $480/year.

Final Thought

Live sessions and real-time guidance are proven retention tools. When delivered inside the app, they’re even more powerful.

If Outreach.io can drive customer engagement through in-product popups, so can you—with Upvert.

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