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 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

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

Communicate important product-related information via email with Ortto’s simple email template.Our template features a simple email design that can communicate clearly and effectively to your customers. It’s suited towards SaaS product managers, marketers or founders who want to reach customers at scale, with a message that feels like it’s coming from an individual rather than a brand.Communication might benefit from Ortto’s simple email design? Messages such as the CEO announcing a pricing change, SaaS product managers requesting product feedback as part of market research, or founders onboarding new executives to support growth of a company.Ortto’s simple email template will save your team time and effort, and let them get back to key creative and strategic tasks of your marketing campaign.What makes a good simple email template? Ortto templates are built around marketing best-practice, improving the effectiveness of your marketing emails, and giving them a greater chance of being opened. Unlike typical marketing emails that may be design-rich, Ortto’s simple emails look like plain text.When using our simple email templates, we recommend including several elements, to ensure our templates help you reach your ideal customer:Specific subject line: you can’t underestimate the importance of a subject line. Make sure the subject line is direct and to the point - it will ensure your message is seen.Body copy that focuses on a goal: what is the action you want your email to trigger from the recipient? Make sure the copy is focused around making that action happen.Call to Action: all good emails end with a strong call-to-action. While a single CTA is ideal, if you must have multiple be sure they’re well coordinated.Personalization: this can make all the difference to some email users - don’t be afraid to incorporate personalized elements in your email.Ready to get started? Create your free Ortto account to explore the template library, where you can instantly access our simple email design, customize it needed, and send it out.Ortto’s extensive template library also features several other SaaS-specific templates, including general SaaS email templates and SaaS dashboard templates. You’ll also find plenty of other marketing email templates there, including a simple personal email template. Sign up to Ortto today to take advantage of this extensive marketing template library!

Simple email template

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

Use this template to nudge your users for completing their first action in your platform, such as creating a first invoice or creating a first social media post. 

Nudge for action

This in-app message helps you announce a new product feature to your customers in context. Add videos, links and buttons to help teach them about a new feature. Get their feedback with reactions.Configuration is needed:Set the right audience for displaySet the page in your app to show this in-app-message

Feature announcement

Drive product adoption by offering a free trial of the premium plan and turning free plan users into paid customers. Add a call-to-action button so that they can upgrade in one click.

Upgrade in-app message

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 pop-up incentivizes double opt-in to SMS and email by promoting a VIP club with an initial coupon. The style and design can be applied to many uses cases and is completely customizable.

Subscribe to VIP list popup

This gated eBook page takeover pop-up template promotes gated content. The visitor must enter their name and email address to download the content.

Gated eBook takeover

This in-app welcome message helps you guide new users with a simple 3 step setup checklist.

Welcome and setup

This template shows after 20 seconds on a specific page and is focused on driving new subscribers to a mailing list. This artistic theme can be adopted for multiple purposes.

Artsy subscribe banner

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

Welcome new users to your app and guide them in the right direction. This in-app message greets new users, reminds them of your unique value proposition and then directs them to setup or to watch a quick video.

New user welcome

This event registration pop-up template helps you collect registrants for an upcoming webinar or live stream.

Event registration popup

This pop-up activates after the customer has been on your store for 10 seconds. It incentivizes the visitor to opt in to email and SMS marketing in exchange for a free shipping coupon.The coupon and offer can be easily adjusted along with the images in the editor.

Subscribe for free shipping

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

This in-app message template allows you to survey your users about a recently released feature and collect written feedback.

New feature feedback

Use this template to share useful content with your audience. In this particular example we are nudging users to join our wellness challenge and guide them to 4 different resources.

Share useful content

Welcome first time buyers or subscribers to your brand. Building a loyal fanbase is important, therefore it&#39;s good practice to tell your story and make customers feel part of something bigger.

Welcome new customers

Use this template to highlight the key advantages of your insurance plan.

Highlight insurance benefits

This email template is themed for an AI technology business. It&#39;s designed to offer a strong call-to-action to download a high value piece of content. It&#39;s suitable for B2B, SaaS and technology businesses but can be applied to a variety of use cases.

By the data

Use this email template to get your users to take a recurring action every month. For example, submitting expenses or issuing reports.

Recurring reminder

This popup incentivizes subscriptions on you Shopify store to your email and SMS marketing list. The coupon provides 10% off their first order in your Shopify store. You can change this coupon to suit your requirements.

Subscribe for coupon pop-up

This widget allows you to show a popup on your website with a form to book a sales demo whenever someone clicks a button on your website. You can also change the configuration to show based on exit intent, page scroll or a number of other factors.

Book a sales demo

This pop-up shows when someone displays exit intent during the checkout or cart process. When triggered the customer is offered free shipping (or a coupon of your choice) if they complete their order. It&#39;s designed for Shopify but can be applied to any ecommerce integration.

Cart recovery with exit intent

This metric display the open rate for all emails sent over a given time period. The goal is set by default to 40% but can be adjusted to your overall target open rate.  Note: the way this report is configured machine opens would be shown in this open rate calculation.

Open rate metric

This email template is based on a referral offer. It features a promotion banner, an explanation of the offer and a clear call-to-action to the referral program.

Referral offer

This report shows you the total attributed revenue by campaign. It&#39;s based on the attribution model you selected in setup. To change the model navigate to Setup &gt;Attribution.  If you&#39;re a SaaS business you can set the attribution to display MRR or ARR. By default the setting is total revenue from the attribution value.This report helps you understand which campaigns drive revenue.

Attributed revenue by campaign

This chart shows the total attributed revenue over a given time period. The attributed revenue is shown cumulatively with a comparison to the previous period. The attributed revenue is based on your attribution settings.

Total attributed revenue

This email template is a good foundation for a welcome and getting started email. It features a single call to action and some links to useful content. There is a clear login button at the top to get the customer to jump back into your app.

Getting started with app

Use the Shopify abandoned cart integration to send an email to re-engage potential buyers

OrttoTemplates

Templates by the Ortto team

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