Journey builder templates

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Salesforce journey builder templates

SaaS onboarding templates

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Day 1: Welcome

Welcome to Chipmunk!

Day 7: Inactive check in

Still interested in getting your invoices paid on time?

Day 12: Trial expiry reminder

Hi {{ people.first-name }}, your trial expires in 2 days. Here's what to do next.

Day 4: Case study

Find out how WidgetCo improved collections by 300% with Chipmunk!

Day 7: Active user trial summary

Hi {{ people.first-name }}, you're halfway through your Chipmunk trial! Here's how you're doing...

Day 14: Trial expires today

Important: your trial expires today

Trial feedback

Hey {{ people.first-name }}, can you help us out?

Day 10: Account review (active)

Book a final account review or select a plan.

Hi {{ people.first-name }}, your trial expires in 4 days.

Day 10: Account review (inactive)

Day 2: Webinar invite (inactive)

Welcome, {{ people.first-name }}! We're excited to have you join the Chipmunk webinar on tips to get invoices paid on time.

Day 13: Trial expiry tomorrow

Important: your trial expires tomorrow

Day 2: Webinar invite (active)

Hi {{ people.first-name }}, great job on your progress so far! Join our weekly webinar to learn about advanced features.

3 days

Is Product Score > 🚀🚀🚀 ?

2 days

1 day

Long term display

Trial display

'Post trial nurture'

Have they created an invoice?

14 day 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'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

Description

Ortto

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