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 email template provides a simple design framework for product related email messages to your customer. It’s suited towards SaaS product managers, marketers and founders to send email messages to customers.

Simple message

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

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

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

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 template to promote a new feature or updates to your app. 

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

Abandoned cart email

Promote upgrades to annual plans with this email template. Customize the screenshot, colors and key points and you&#39;re ready to switch monthly subscribers in annuals.

App annual subscription offer

Promote your restaurant menu and nudge people to order through an app with this Cinco de Mayo themed email template.

App order menu

This pie chart shows attributed revenue based on your attribution model by campaign for the given time period. See which campaigns contribute the most revenue.

This metric shows the click rate from all of the emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

Autopilot click rate

This report shows Sent, Open, Click and Unsubscribes for all email metrics from Autopilot.

Autopilot email metric summary

This pie chart shows the total amount of people being added to Autopilot lists.

Autopilot list breakdown

This metric shows the open rate across all emails sent from Autopilot journeys.It&#39;s design for OG users of Autopilot.

OrttoTemplates

Templates by the Ortto team

14 day SaaS trial

Journey template

Simple message

Email template

Nudge for action

Email template

Feature announcement

Capture template

Upgrade in-app message

Capture template

Subscribe to VIP list popup

Capture template

Gated eBook takeover

Capture template

Welcome and setup

Capture template

Artsy subscribe banner

Capture template

New user welcome

Capture template

Event registration popup

Capture template

Subscribe for free shipping

Capture template

Shopify abandoned checkout recovery with SMS

Journey template

New feature feedback

Capture template

Share useful content

Email template

Welcome new customers

Email template

Highlight insurance benefits

Email template

By the data

Email template

Feature announcement

Email template

Recurring reminder

Email template

Subscribe for coupon pop-up

Capture template

Book a sales demo

Capture template

Cart recovery with exit intent

Capture template

Open rate metric

Report template

Referral offer

Email template

Attributed revenue by campaign

Report template

Total attributed revenue

Report template

Getting started with app

Email template

Abandoned cart email

Email template

App annual subscription offer

Email template

App order menu

Email template

Attributed revenue by campaign

Report template

Autopilot click rate

Report template

Autopilot email metric summary

Report template

Autopilot list breakdown

Report template

Autopilot open rate

Report template

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