# Upsell: monetize power users

Business-to-business (B2B) companies often need to track and drive growth across both individual users of their product and the account or company they work for. In Customer.io, [objectsAn object is a non-person entity that you can associate with one or more people—like a company, account, or online course.](/journeys/objects/) help you do this.

For this recipe, imagine you work at a design platform, **Sketcher.io**, which offers graphic design and product design tools. Each power user belongs to an **Account**, a type of object in your workspace that represents the company they work for. You want to identify Accounts that are getting a lot of value from Sketcher.io and convince them to upgrade to a higher tier plan.

To accomplish this, let’s build a segment around admins of accounts that are active and on a free plan. Then we’ll send a newsletter to this segment of users encouraging them to upgrade.

## Prerequisites[](#prerequisites)

*   [Access](/accounts-and-workspaces/add-remove-team-members/#roles-and-permissions) to create [segmentsA segment is a group of people in your workspace. Use segments to trigger campaigns, track membership over time, or fine-tune your audience. There are two types of segments: data-driven and manual. Data-driven segments automatically update when people start or stop matching criteria. Manual segments are static.](/journeys/segments/) and [broadcastsA message sent to a group of people at the same time. Unlike campaigns, where individuals can enter campaigns and receive messages on their own time, you’ll trigger a broadcast for everybody meeting your criteria at once. When you send a broadcast, you can personalize broadcasted messages for individual members of your audience; everybody doesn’t have to get *exactly* the same message.](/journeys/broadcasts-in-customerio/)
*   Integrate non-people data as [objects and relationships](#set-up-objects) in your workspace

## Set up objects and relationships[](#set-up-objects-and-relationships)

In this example, the workspace includes Account [**objects**](/journeys/objects-start/) where some people are members of the account and others are admins. These roles, and other data like are saved as **[relationshipsThe connection between an object and a person in your workspace. For instance, if you have Account objects, people could have relationships to an Account if they’re admins.](/journeys/relationships/)** between people and objects.

If you’re not yet integrated but want to test this out, you can [import objects and relationships via CSV](/journeys/import-objects/).

 You can import fake data to play around with but delete it once you’re done.

You can import test data to follow along, but you might want to import to a new workspace so you don’t clutter your live data. Also remember to **delete any unnecessary data after you’re done because [people and objects count towards billing](/accounts-and-workspaces/how-we-bill/)**.

 Here’s a [spreadsheet with sample data](https://docs.google.com/spreadsheets/d/1GXxYaTi_e-UqqeDAjwu_QpinUmwPrivD38Jmztd1uj8/edit?gid=0#gid=0) - we’re working off of the Accounts and AccountsRelationships tabs.

## Create a segment of power users[](#create-a-segment-of-power-users)

1.  Go to *Segments* and click **Create Segment**.
2.  Add a name like “Admins for Accounts that might Upgrade,” and click **Create Data-driven Segment**.
3.  Click the dropdown “Add condition or group” and choose **Relationship**.
4.  Specify that the relationship between a person and **Accounts** exists with the following conditions or other conditions that fit your needs:
    
    [![sketcher-power-users-segment.png](https://docs.customer.io/images/sketcher-power-users-segment.png)](#cc8bcbccdef7a5e923fa66f99838d114-lightbox)
    
    In this example, Sketcher.io tracks the role a person has on the relationship to the account, so the first condition is targeting the relationship attribute `role` to find admins. Sketcher.io also tracks the `plan` type on the account, so we’ll set this account attribute to `free`. Finally, we’ll check the last time each person comments (`last_commented`) and shares (`last_shared`) in each account to find the most active users. Consider what attributes in your own data would help create this segment of users!
5.  Click **Save Changes**.

Now you’re ready to create a newsletter to upsell these power users!

## Create a newsletter to upsell power users[](#create-a-newsletter-to-upsell-power-users)

1.  Go to *Broadcasts* and click **Create Broadcast**.
    
2.  Enter a title and choose **Newsletter**, like “Upsell for Recent Power Users.” Then click Create Broadcast.
    
3.  On the Recipients step, click *People matching conditions*. Add a segment condition that targets people in “Admins for Accounts that might Upgrade,” the [segment](#create-a-segment-of-power-users) you made earlier. Click **Save & Next**.
    
4.  On the Goal step, mark people as converted when they upgrade their plan. You’ll want to track this as an [eventSomething that a person in your workspace did. Events can trigger campaigns, add people to segments, etc, and you can use properties from events to personalize messages.](/events/).
    
    In this example, we’ll mark them as converted after performing the event `plan_activated` only when the `plan_name` of the event data is Premium or Enterprise. NOTE: this assumes that the person receiving the newsletter is also the person responsible for upgrading the account plan.
    
    [![sketcher-power-users-goal.png](https://docs.customer.io/images/sketcher-power-users-goal.png)](#88407c443aabedeb8c984c3032cbfe95-lightbox)
    
    We’ll mark this as a conversion if accomplished within 1 week of being sent this newsletter, but you can change that depending on the time you think your customers or sales team needs. Click **Save & Next**.
    
5.  On the Content step, click **Email** and either start a message from scratch or build from an existing email. Here’s an example of an email you could make! It includes the benefits of upgrading their plan.
    
    [![sketcherio-power-use-email.png](https://docs.customer.io/images/sketcherio-power-use-email.png)](#178f0e9082ebdf18bb8a4a269d33948e-lightbox)
    
6.  Click **Save** then **Back to Content**.
    
7.  Click **Next** to review your broadcast.
    
8.  On the Review step, check that your recipients and other settings are correct, then click **Send Newsletter** at the bottom or click **Schedule** to send it later.
    

We made a broadcast because it’s the simplest option for messaging everyone in a segment at once. You could also build a segment-triggered [campaignCampaigns are automated workflows you set up to send people messages and perform other actions when they meet your criteria.](/journeys/campaigns-in-customerio/) if you want to automatically reach out to people as they become power users (people who meet the segment criteria in the future).