Description
As a user's product use matures, they often begin to reach usage limits such as monthly quotas or subscription thresholds like the number of users allowed.
At this stage, Monetisation and upsell prompts can be used to help users understand the benefits of spending more money with Sage to expand their feature set and support their growth. These prompts should feel supportive, timely, and value-driven, helping users stay productive without interruption.
When to trigger upsell prompts
Proactive triggers
Use these when a user is close to hitting a limit. For example:
- They’re consistently using 80–90% of their monthly quota
- Their organization is near the maximum number of users allowed
- Historical patterns show they exceed limits every month
Reactive triggers
Use these when a limit has already been reached. For example:
- Exhausted monthly usage limit
- Failed attempts to add new users
- Essential features become temporarily unavailable
Examples
A small business owner in has fully adopted SfSB Standard, using it to pay bills, capture documents, manage HR, and run payroll for 2 employees. As the business grows, they’re hitting limits such as 30 auto capture documents, increasing bill volumes, and the need to add a third employee to payroll.
In their Sage Home page, they are prompted to upgrade to Plus which offers more features to help them scale.
Banner with upsell callout in Sage Home
If their employee numbers continue to increase, they could be contextually prompted to purchase HR add-ons that will help them to manage their growing business.
Banner with upsell callout in the HR dashboard
Best practices
- Use upsell callouts to present premium or locked features in context.
- Use re-engagement prompts to entice inactive users back with targeted nudges.
- Use new feature announcements to surface updates or releases directly within the product.
- Avoid fear-based messages. For example: “You’re going to lose access!”
- Do not hide essential information or pricing.
- Do not interrupt user workflows with pop-up modals unless absolutely necessary.
- Do not bombard the user with prompts—respect their attention.