This journey helps you convert users on a trial of your product into paying customers with a combination of emails and display retargeting. 

There are 9 possible emails a user will receive based on if they are inactive or active (we're using a 

The emails in the journey are as follows:

This journey also includes adding and removing users to a display retargeting audience in Google. This allows you to show display ads throughout the duration of the trial to remind them of your product and brand.

We hope this helps you convert more customers on your SaaS trial.

This journey helps you convert users on a trial of your product into paying customers with a combination of emails and display retargeting. There are 9 possible emails a user will receive based on if they are inactive or active (we&#39;re using a custom product score for this template).The emails in the journey are as follows:Day 1: Welcome email with key setup stepDay 2: Webinar invite based on the user being &#34;inactive&#34; or &#34;active&#34;Day 4: Case study of successful customersDay 7: Account summary of progress so far based on being active/inactive. The inactive summary is focused on what success can look like for that user.Day 10: Account review based on active/inactive encouraging them to subscribe before their trial ends and offering an account review.Day 12: Expiry warning with progress bar encouraging them to subsribeDay 13: Expiry warning for next dayDay 14: Select a plan after expiryDay 16: Trial feedback on why they didn&#39;t buyThis journey also includes adding and removing users to a display retargeting audience in Google. This allows you to show display ads throughout the duration of the trial to remind them of your product and brand.We hope this helps you convert more customers on your SaaS trial.

14 day SaaS trial

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.Before switching this template on check:From name and email (from the lead owner)Calendly booking link (make sure it&#39;s correct on the button)Slack notification (It&#39;s the right channel you want)

Sales demo follow up

This template demonstrates how to use an Ortto journey to round robin lead assignment in Salesforce. The entry criteria shows how you can use multiple call-to-actions (demo request, sales form) as a catch all for lead assignment. 

The assignment rules are then handled by conditions. In the template we have demonstrated territory based assignment based on geography, and also using responses on the form to determine if we send to an Enterprise or SMB sales team.

This template helps make Salesforce round robin lead assignment simple, without writing any code you can do complex lead routing.


This template demonstrates how to use an Ortto journey to round robin lead assignment in Salesforce. The entry criteria shows how you can use multiple call-to-actions (demo request, sales form) as a catch all for lead assignment. The assignment rules are then handled by conditions. In the template we have demonstrated territory based assignment based on geography, and also using responses on the form to determine if we send to an Enterprise or SMB sales team.

This template helps make Salesforce round robin lead assignment simple, without writing any code you can do complex lead routing.
There is a video here which provides a full walk through.

Salesforce round robin lead assignment

In this trial sales routing example, people enter once a trial has started. A slack notification is send to the team after which trial users are filtered by plan name (you may change this for any attribute that's important to you, for example employee size or number of contacts a user may have), create a deal in HubSpot for a specific sales person and then send out a personalized email from the specific sales person.

Once a Calendly booking with one of the sales people has been made, people will exit this journey automatically.

In this trial sales routing example, people enter once a trial has started. A slack notification is send to the team after which trial users are filtered by plan name (you may change this for any attribute that&#39;s important to you, for example employee size or number of contacts a user may have), create a deal in HubSpot for a specific sales person and then send out a personalized email from the specific sales person.Once a Calendly booking with one of the sales people has been made, people will exit this journey automatically.Connect Hubspot &amp; Calendly and configure it to your needsReplace the filters with an attribute that makes sense for your trial

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14 day SaaS trial

Journey template

Sales demo follow up

Journey template

Salesforce round robin lead assignment

Journey template

Trial sales routing

Journey template

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Start with a template, then make it yours

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