Trigger: User registers for or attends a webinar
Posted: Wed May 21, 2025 6:53 am
Thank You & Replay: Immediate email with replay link for attendees, a sorry you missed it for registrants.
Key Takeaways & Resources: Summarize main points, provide links to related articles, templates, or tools.
Product Integration/Demo Offer: Show how your SaaS can help implement the webinar's insights, offer a personalized demo.
Free Trial Onboarding Campaigns
These campaigns are crucial for converting free trial users into paying customers by helping them experience the aha! moment.
Initial Setup & First Steps:
Trigger: User starts a free trial.
Emails:
Welcome & Login Info: Immediate access uk email list details, quick start guide.
First Action Prompt: Encourage completion of a crucial initial step (e.g., Upload your first dataset, Connect your first integration).
Core Feature Highlight: Focus on one key feature that provides immediate value.
Benefit-Driven Use Case: Illustrate how the SaaS solves a specific problem they likely have.
Feature Exploration & Value Reinforcement:
Trigger: Time-based (e.g., Day 3, Day 7 of trial) or action-based (e.g., user completes a milestone).
Emails:
Advanced Feature Tip: Introduce a slightly more advanced feature or shortcut.
Training/Support Resources: Link to tutorials, webinars, or offer a live chat/support session.
Success Stories: Share how similar users achieved success with the product.
Trial Expiration & Conversion:
Trigger: Nearing trial end or trial has expired.
Emails:
Reminder (2-3 days before): Your trial ends soon! Here's what you can do next.
Last Chance/Urgency: Emphasize benefits of upgrading, offer a limited-time discount (optional).
Post-Trial Offer: If trial expired, provide options to extend, subscribe, or contact sales.
Feedback Request: If they don't convert, ask why and offer assistance.
Customer Engagement & Retention Campaigns
These campaigns aim to keep existing customers active, happy, and aware of new features.
New Feature Announcement:
Trigger: Release of a new feature or major update.
Key Takeaways & Resources: Summarize main points, provide links to related articles, templates, or tools.
Product Integration/Demo Offer: Show how your SaaS can help implement the webinar's insights, offer a personalized demo.
Free Trial Onboarding Campaigns
These campaigns are crucial for converting free trial users into paying customers by helping them experience the aha! moment.
Initial Setup & First Steps:
Trigger: User starts a free trial.
Emails:
Welcome & Login Info: Immediate access uk email list details, quick start guide.
First Action Prompt: Encourage completion of a crucial initial step (e.g., Upload your first dataset, Connect your first integration).
Core Feature Highlight: Focus on one key feature that provides immediate value.
Benefit-Driven Use Case: Illustrate how the SaaS solves a specific problem they likely have.
Feature Exploration & Value Reinforcement:
Trigger: Time-based (e.g., Day 3, Day 7 of trial) or action-based (e.g., user completes a milestone).
Emails:
Advanced Feature Tip: Introduce a slightly more advanced feature or shortcut.
Training/Support Resources: Link to tutorials, webinars, or offer a live chat/support session.
Success Stories: Share how similar users achieved success with the product.
Trial Expiration & Conversion:
Trigger: Nearing trial end or trial has expired.
Emails:
Reminder (2-3 days before): Your trial ends soon! Here's what you can do next.
Last Chance/Urgency: Emphasize benefits of upgrading, offer a limited-time discount (optional).
Post-Trial Offer: If trial expired, provide options to extend, subscribe, or contact sales.
Feedback Request: If they don't convert, ask why and offer assistance.
Customer Engagement & Retention Campaigns
These campaigns aim to keep existing customers active, happy, and aware of new features.
New Feature Announcement:
Trigger: Release of a new feature or major update.