Sample preview. Lifecycle engagement data and pattern insights below are illustrative.
Data/Copy Pattern Analysis Agent
Engagement across email and in-app communications, plus copy patterns the agent has detected.
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Lifecycle Engagement
Last 30 days · email + in-app · sample data
| Asset | Channel | Touchpoint | Sent | Open | CTR | Conversion | Trend |
|---|---|---|---|---|---|---|---|
| Welcome — Day 0 | Onboarding | 1,840 | 62.4% | 18.2% | 9.1% | ||
| Scenario Analysis Nudge | In-App | New Trial Experience | 1,240 | — | 27.8% | 12.4% | |
| Day-3 Tax Planning Tip | New Trial Experience | 1,620 | 48.1% | 11.4% | 5.6% | — | |
| Roth Conversion Walkthrough | In-App | Feature Adoption | 980 | — | 31.2% | 14.8% | |
| Trial Expiring — Day 12 | Conversion | 1,410 | 54.7% | 22.6% | 18.3% | ||
| Estate Planning Intro | Current Trial Experience | 1,080 | 39.2% | 6.8% | 2.1% | ||
| Invite Your Team | In-App | Onboarding | 720 | — | 14.5% | 8.2% | — |
| Insurance Prizm Teaser | In-App | Insurance Experience | 540 | — | 19.7% | 6.4% |
Copy Pattern Insights
Auto-generated by the agent · sample
Question-based subject lines drive +14.6% open rates
Emails with subject lines phrased as a question (e.g. "Did you run your first scenario?") outperform statement subject lines across the last 90 days. Strongest effect on Day 0–3 sends.
In-app messages with a single CTA convert 2.1× better
When an in-app has one primary CTA (no dismiss-as-CTA), conversion-to-action is 2.1× the rate of two-button variants. Holds across Onboarding and Feature Adoption touchpoints.
Mentioning "Roth" or "Tax" in the headline increases CTR
Headlines that name a specific planning concept (Roth, RMD, Tax, Estate) see +9pp CTR vs. generic headlines. Generic "learn more" framing is the single biggest CTR drag.