Use this template to offer a discount to people who&#39;s insurance is about to expire to get them to renew.

Insurance renewal reminder

Use this template to introduce a feature to your (trial) customers using your SaaS platform. It&#39;s good practice to include a clear CTA to the feature and some links to potential help documents, such as a video tutorial or guide on your website.

Introducing SaaS feature

Welcome new customers to your community and make them part of your brand ambassadors with this email.

Join the community

Offer gated content (ebooks, templates, webinars, guides) in exchange for emails.

Lead Magnet / Download Page

This chart shows the number of submitted lead ad forms from Google by week.

Leads from Google lead ads by week

You may use this bold looking template to promote a limited-time offer for a discount to your subscription service, app or SaaS product.

Limited discount offer

Use this template to write long-form newsletters to your audience to share interesting news, articles and more.

Long form newsletter

This newsletter template gives you a simple layout for stories and a strong call-to-action in the footer. Change the background color to easily adapt this template to your requirements.

Minimal newsletter

Ideal to send out for upcoming Mother&#39;s day for shops that sell jewellery such as rings, earrings and necklaces.

Mother's day gifts

Use this email template to promote and request support for research into fields to better humanity.

NFP research support request

NPS trend report

This chart shows total new Chargebee trials per day. 

New Chargebee trials by day

This pie chart shows the total number of new deals in Hubspot CRM created by owner over a given period of time.

New Hubspot deals created by owner

This metric shows the total amount of deals created for a given period. You can set a goal for your team and close the goal rainbow each month.

New Hubspot deals metric

This chart shows the total new meetings booked over a given time period. It&#39;s useful for tracking how many meetings your team is booking in Hubspot.

New Hubspot meetings by week

This metric shows new leads added to Salesforce for a given period. It also compares the month over month performance and allows you to set a target goal.

New Salesforce leads

This metric shows you the total amount of new opportunities created in Salesforce over a given time period. By default the metric will show the previous period comparison and has a goal set to 100.

New Salesforce opportunities

This chart shows new opportunities created by day over a given period of time. It&#39;s helpful for observing trends around opportunity creation.

New Salesforce opportunities by day

This pie chart breaks down opportunity creation in Salesforce by owner. See which people are creating the most opportunities in Salesforce for a given period.

New Salesforce opportunities by owner

This metric shows the total number of new Stripe trials over a given time period. A goal can be set to track your progress.

New Stripe trials

This report shows the total number of new Stripe trials per month for a given time period.

New Stripe trials by month

This report shows the total amount of Zendesk tickets created by day. It&#39;s helpful for observing trends over time.

New Zendesk tickets created by day

This metric shows new conversations that are open over a given period of time.

New conversations

Use this free, customizable email template to communicate new feature releases, updates or bug fixes with your customers.Keeping SaaS customers abreast of any platform changes can help to drive product activation and retention. When customers know their requests and bug reports are listened to and acted upon and understand the benefits of new features or updates, they are more likely to use your product regularly and stay loyal to your brand.Our new feature release email template is designed to quickly and clearly communicate these essential updates with HTML tags that identify updates, releases, and bug fixes. Each update includes an image, description, or bulleted list to create a digestible and visually appealing email.All of Ortto’s email templates include a footer template with essential links including preference center and unsubscribe options. As an Ortto customer, you can apply your brand book styling to the template to instantly update colors, fonts, headers, and footers to match your brand. Our intuitive email editor makes copy and image updates easy, and our AI subject line writer will help you craft a high-performing subject line. With all your customer data integrated from apps like HubSpot, Salesforce and Pipedrive, you can personalize content and create highly-targeted audience segments as needed.To access our fully-optimized new feature releases email template, sign up or sign in and select the template. You’ll also get access to a library of marketing templates including our smart app promotion email template, 14-day SaaS trial journey, and SaaS product onboarding playbook. 

New feature releases email template

Use this template to share your latest published podcast episode to your audience of subscribers.

New podcast episode

Show a subscribe bar for people who are not known encouraging them to become a subscriber.

Newsletter subscribe bar

This email template is perfect for not-for-profits (NFPs) looking for inspiration for campaign design. This template is inspired by the random acts of kindness campaign.

Not for profit kindness campaign

This widget will help you collect push notification permission from your website visitors.

Notification opt-in

This template can be used to nudge people to take a particular action such as calculating their insurance premium.

Nudge action insurance

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

Notify users when they reach an important onboarding milestone in your web, Android or iOS app.

Onboarding

Use this template to offer an onboarding / set-up call to your new trial users. This template is especially useful in combination with specific sales routing based on qualification criteria. Thereby, it&#39;s generally good practice to get your new users set-up correctly for them to achieve success and understand the value of your platform.

Onboarding call request

Cumulative line chart of open and closed conversations over time with comparison to the previous period.Great for comparing open and close volume to the previous period.

Opened Vs Closed Conversation Trendlines

Expand your reach and accelerate sales with the help of partners. This Partner application form template collects contact details and company information.

Partner program application

Sometimes a simple email with a personal touch is the most effective way to reach your audience. Use Ortto’s personal email signature template to send messages at scale that feel like they’re coming from an individual.This template has been designed with best practices in mind so you can get your first email campaign out the door quickly. It’s ideal for when you need to target a large audience with simple but polished text-based emails that include a personal touch.Scenarios when this template is most often used include:Welcome messages “from” your founder or CEOSales messages “from” an account executive to automate follow-up with demo requests or new trial usersProduct usage limits or overages “from” your finance or product teamThe signature includes space to add:Your imageYour full nameYour job titleAnd it’s easy to add other details such as contact information or social links if you want to.Sign up today and get access to our template library, which includes other emails and simple SaaS messages as well. It’s free to access!

Personalised signature email templates

Promote a cause for supporters to engage with and sign up for updates.

OrttoTemplates

Templates by the Ortto team

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