Playbooks help you send emails at the right time based on criteria. Queue emails up like songs on Spotify playlist and send them at precisely the right time. Playbooks are great for lead nurturing, onboarding and nudging the customer to take specific actions.

Email Marketing Playbook Templates Automate a Series of Drip Emails for Lead Nurture and Welcome Series.

Marketing playbook templates | Ortto

SaaS

Ecommerce

Not for profit (NFP)

Other

Shopify

Slack

Use this template to re-engage trial users that have completed their trial, but not subscribed to your product. This playbook provides you with 3 examples of emails that you could send post trial to those users that didn&#39;t convert:Customer case studyComparison against other platforms(Implementation) partners / outsourcingIn this example, people will enter this playbook once they have left the trial onboarding period but haven&#39;t become a customer during the trial. People will leave the playbook once they have subscribed or received all messages.

Post trial re-engagement

This is a simple time-based onboarding playbook that sends out an email based on the number of days since the trial was started. This playbook contains several examples of emails that you can utilise in a trial onboarding playbook, such as:Welcoming new trial usersTeaching users about specific featuresSharing onboarding guides &amp; links to useful materialTrial expiration reminderNudge for subscribing to a planThis playbook is based on a custom activity that is set-up to indicate a trial started. People in this playbook will be automatically removed when the &#34;Subscribed to plan&#34; activity occurs.

Simple trial onboarding

They ordered once, now get them to order again by nudging them in the right direction. These Shopify post-purchase notifications contain products your customers may be interested in.

Shopify nudge to second order 

This custom Shopify order confirmation allows you to send a personalized summary of a customers order. You can customize what is shown on the order summary by editing the widget in the email template.

Shopify order confirmation

Sick of window shoppers? This Shopify notification template converts more browsers into buyers by sending them emails with products they are most interested in.

Shopify turn browsers into buyers

When someone subscribes educate them on what you stand for and nudge them towards making a purchase. These Shopify new subscriber welcome notifications contain products your customers may be interested in.

Shopify new subscriber welcome

Introduce new customers to your products and build a lasting relationship with this welcome playbook.

Shopify welcome new customers

It&#39;s a subscribers birthday. Help them celebrate by sending them a $10 Shopify coupon to use in your store.

Shopify happy birthday promotion

When people request to be notified when an item is back in stock send them a confirmation email. This Shopify waiting on stock notification also contains dynamic products your customers may like.

Shopify waiting on stock notification

This template can be used to notify customers when an item is back in stock in your Shopify store. This is based on them requesting to be notified when new stock becomes available which can be setup and configured in Capture.

Shopify back in stock notification

Automate a basic win-back/list-cleanup process by engaging with your audience at the most opportune points of the subscriber lifecycle while also removing from future sends those that refuse re-engagementBy default, this journey attempts to re-engage subscribers only up to a year of no engagement with your content and then will unsubscribe if they continue to not engage. This can be adjusted to your preferences but should not be set further out than 375 daysCustomize the content for each win-back attempt so that you are more likely to win-back your subscribers&#39; attention

Fading subscriber win-back/sunset

Use this playbook as an example for a nurture playbook to get subscribers to donate to a charity / not-for-profit. In this particular example, we have outlined 3 emails they receive 7 days apart outlining statistics on the issue, how to spot signs in those close to you and sharing what initiatives are being run by this NFP.When subscribers donate, they will exit this particular playbook.

Nurture subscribers to donate

This SaaS product onboarding playbook template helps you activate trials or new users to your SaaS app.The template uses example custom activity for key activation events such as:Signed upSubscribedCreated projectShared videoEmails are sent every 2 days in priority order based on whether someone has or has not completed a significant onboarding step. Playbooks stop complicated and confusing journey logic for product onboarding by sending the most appropriate email at a regular cadence

SaaS product onboarding

When someone becomes a paying subscriber, thank them and remind them of the value of their plan.

SaaS thank new customers

This is a playbook to send out a recurring reminder on the last Friday of the month. In this particular example; we send a recurring reminder for business owners to submit their expenses every month. We&#39;re tracking if they have submitted expenses or not and if they have not we will enter them into the playbook. We will send a reminder after 3 days if they still haven&#39;t submitted their expenses.

Playbook templates

Playbooks help you send emails at the right time based on criteria. Queue emails up like songs on Spotify playlist and send them at precisely the right time. Playbooks are great for lead nurturing, onboarding and nudging the customer to take specific actions.

Category

Integration

Post trial re-engagement

Playbook template

Simple trial onboarding

Playbook template

Shopify nudge to second order

Playbook template

Shopify order confirmation

Playbook template

Shopify turn browsers into buyers

Playbook template

Shopify new subscriber welcome

Playbook template

Shopify welcome new customers

Playbook template

Shopify happy birthday promotion

Playbook template

Shopify waiting on stock notification

Playbook template

Shopify back in stock notification

Playbook template

Fading subscriber win-back/sunset

Playbook template

Nurture subscribers to donate

Playbook template

SaaS product onboarding

Playbook template

SaaS thank new customers

Playbook template

Recurring reminder

Playbook template

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