Skip to main content
Churn & retention → Automations decides what OneMRR does on its own. Everything starts off.

​
When a customer is flagged

For each Churn Signals rule, choose:
  • Notify me: the flag shows on At risk, and owners and admins get a digest email.
  • Prepare an email: a check-in email is drafted for you to review and send.
  • Email automatically: the check-in email goes out on its own, within the limits below.
When a customer is flagged, with the action choices outlined
The email options need a published retention email and a verified reply-to address first.

​
The retention email

Write it under Churn & retention → Settings → Retention email: subject, preview text, headline, message, an optional button, and a signature. It’s friendly and low-pressure, and never mentions monitoring. The preview shows it as customers will see it. Select Send a test to try it, then Publish.
The retention email editor with Publish and the preview outlined
Your brand and reply-to address come from Churn & retention → Settings → Cancellation survey → Branding. A reply-to address works only once you confirm it from the email OneMRR sends.

​
Automatic emails

Under Automatic emails, turn sending on and choose:
  • Send after: 1 hour, 1 day, 3 days or 1 week after the flag.
  • Sending hours: when emails may go out, in your time zone, and a daily limit.
Automatic emails settings with Send after and Sending hours outlined
OneMRR never emails a customer more than once in 30 days, across retention and feedback emails, and skips anyone who has asked to cancel, opted out or replied recently.

​
Cancellation feedback email

Under Cancellation feedback email, choose when to send your cancellation survey: when the customer asks to cancel or when their access ends, and how long after. Last 30 days, as a dry run shows who would have been emailed. Delivery history lists the latest emails and what happened to each.