A collection of journey builder templates to help you automate messages and actions across the customer lifecycle.

A collection of professionally designed customer journey builder
templates for automating messages and actions across the customer lifecycle.

Journey Builder Templates | Ortto

SaaS

Ecommerce

Not for profit (NFP)

Other

Salesforce

Calendly

Chargebee

Google

Hubspot

Shopify

Slack

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.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 is an example for setting up a webinar confirmation &amp; follow-up journey. In this particular instance, we use a custom &#34;Registered for webinar&#34; activity, however you could use a (Type)form submission as well. The journey is set-up in such a way that it gets the webinar date based off the custom activity, it uses a filter to wait until the webinar is in 1 day, after which it will send the reminder 1 day before, 1 hour before &amp; 5 minutes before the webinar starts.After the webinar has been completed, we wait 2 hours and check who have attended the webinar and send a follow-up based on that.

Webinar confirmation & follow-up

This template helps you generate reviews from NPS surveys and improve overall retention by better understanding detractor feedback.The journeys begins when a user submits an NPS survey. An activity represents the NPS survey response and contains a score and comment attribute used within the journey.The journey automatically sends a personalized response after a user submits the NPS survey.If the NPS result makes them a detractor and no comment is left, a follow up email is sent to request more detailed feedback to help you learn and improve.If the NPS result is a promotor (9 or 10), a personalized email is sent requesting them to review you on popular review sites like G2Crowd and TrustRadius. A split shape is used to funnel reviews between the two review websites. You can add additional splits to add more review sites like Capterra and SoftwareReviews.You can use popular NPS products like Typeform using a data source or a capture template for NPS. You can also integrate the NPS service you&#39;re using to a custom activity with Zapier. 

Generate reviews after an NPS survey

Automate a basic list cleanup process by providing subscribers with the opportunity to update preferences or be removed from future contactBy default, this journey attempts to re-engage/sunset subscribers only after a year of no engagement with your content. This can be adjusted to your preferences but should not be set further out than 365 daysPair this with a win-back Playbook that attempts to re-engage earlier before this last-ditch effort is needed

Re-engage/sunset journey

This SMS customer journey template will help B2C SaaS businesses to win back churned customers by collecting feedback and offering a 1-month free subscription to the premium plan. The SMS with the cancellation survey will be sent to people who cancel their subscription to your product or service. When people respond to the survey, the deal stage and cancellation reason will be automatically updated in your CRM system. Later, they will receive another SMS notification with coupon. To help you see the impact of this journey, this template also shows you an example of how to track the re-activation rate.This template uses Chargebee and Hubspot data. You can configure it to your needs or replace Hubspot and Chargebee with whatever CRM and Payment system you use.

SMS win-back series for B2C SaaS

Need to warm up a new Custom IP for your account? Use this template to easily warm up the reputation for your new IPUsing copies of a single campaign, you can deliver to your target audience over a longer period of time and simultaneously warm up your new IP&#39;s reputationDisclaimer: This template is meant to only be used for one-off new-IP warmups

Custom IP warmup

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

Trial sales routing

This template helps you recover abandoned checkouts from your Shopify store automatically with a series of emails and SMS over 4 day time period. After two attempts at abandoned checkout recovery the journey offers a 10% discount to first time customers. It prioritizes SMS when the user is opted into both SMS and email. This journey will help you recover abandoned checkouts from Shopify and increase your revenue.

Shopify abandoned checkout recovery with SMS

Need to transition your sending domain? Use this template to seamlessly continue sending to your audience your regular content while warming your new domainDo this by creating two campaigns for each day&#39;s send where the Yes side comes from the New Domain and the No side from the Old DomainDisclaimer: This template is meant to only be used for a one-off new-domain transition

Domain transition warmup

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.The example demonstrates from a &#34;loan application&#34; object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

Salesforce dynamic object value example

This journey will help you alert users of the fact their payment did not go through. You may use this journey in combination with a payment source such as Stripe or Recurly. When a failed payment occurs, the journey will do the following:Send a slack message to your internal teamSend an email requesting the user to update their payment detailsSend an SMS if they are subscribed to SMS with the failed payment notification.

Failed payment recovery

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

One journey to handle the whole booking process, from initial confirmation, then reminders/upsells just before the booking, or feedback requests afterwards.

Booking confirmation

Simple flow for following up a completed Quote with a Salesforce Opportunity, Scheduled call, and automated follow-up email.

Quote > SF qualification sequence

Keep your list clean of phone numbers that regularly see delivery issues and can cause reputation issues if left to build up over timeBy default, this journey unsubscribes numbers that have bounced 3 times in 30 days and have not clicked or delivered a single message in that time framer, which can be adjusted to a softer metric if desiredCarriers can be especially sensitive to too much bad volume like this so this can be especially helpful to maintain strong SMS deliverability

SMS repeat bounce suppression

Transition from your old ESP to Ortto safely and securely by ramping up your traffic on Ortto over the course of your first weekCreate a single campaign and easily add copies of it to be delivered to different proportions of your audience over your first weekDisclaimer: This template is meant to only be used for new accounts transitioning to Ortto

New-to-Ortto email warmup

Keep your list clean of addresses that regularly see delivery issues and can cause reputation issues if left to build up over timeBy default, this journey unsubscribes addresses that have soft bounced 3 times in 30 days and have not opened a single mailing in that time frame either, which can be adjusted to a softer metric if desiredB2B mailbox providers can be especially sensitive to too much volume soft bouncing like this so this can be especially helpful to B2B-focused audiences

Soft bounce suppression

Use this journey template to thank donators for their contribution to your charity / not-for-profit. It also includes a slack message that will notify the team of any new donations.This journey uses a custom activity that has a &#39;amount&#39; attribute to include the donation amount in the email and slack message.In this particular example, we send an email immediately once the donation is made to confirm their donation has been well received and explaining what will be next.After 1 day, we will send a thank you note from the leader of the organization to personally thank the donator and ensure them funds will be put to good use.After a week, this journey will send an email following up on the donation and explaining to the donator how the funds have contributed. It will also request them to subscribe to a donation plan.

Thank for donation

This template helps you customize Calendly confirmation emails. When an event is created this template sends a confirmation email that you can customize. A reminder is then sent 1 hour before the meeting starts with a join button. This entire template can be customized to suit your meeting process.

Journey builder templates

A collection of journey builder templates to help you automate messages and actions across the customer lifecycle.

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