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

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

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 post-purchase SMS template with coupon allows you to stay on customers&#39; radar after they&#39;ve already shopped with you. Use a limited-time offer as a powerful driver of repeat purchases.

Post-purchase SMS with coupon

This notification will let people request to be notified when an item is back in stock.

PrestaShop Back in stock reminder

This is a simple product catalogue email template for a skin care brand that can be customize to suit your health and beauty business.

Product catalogue for skin care

New product feature? Tell your users in your app. This product release notification template will allow them to give you feedback as well!

Product release notification

Use this template to promote your new or updates app and it&#39;s features. 

Promote new app features

You may use this template to promote your professional services such as legal, accounting, etc to your audience.

Promote professional services

Promote your upcoming hackathon, whether it&#39;s for your business, community or school.

Promote your hackathon

Use this template to promote your latest podcast episode.

Promote your podcast

This dashboard is designed to work with Recurly. It shows a summary of key SaaS metrics including:New business MRRExpansion MRRContraction MRRChurn MRRReactivatuon MRRSummary of MRR activity by monthAverage sale price (ASP) by weekSubscription movement ledgerIt helps you understand your SaaS metrics in the context of all of your customer data.

Recurly SaaS metric dashboard

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.

Recurring reminder

Use this template to refer a friend to your companies services or product. You may link the button to your referral page or replace it with their unique referral link (using an Ortto custom field).

Refer-a-friend campaign

Use this template to request contributions for a project or not-for-profit / charity.

Request donation or contribution

This SMS marketing campaign enables all merchants running a sale during the four-day weekend from Black Friday to Cyber Monday to make the most of the year&#39;s biggest sales event.The template creates the coupon in Shopify and automatically applies it when the customer clicks the link in the SMS message. 

SMS Black Friday sale

This SMS marketing campaign enables all merchants running a sale during the four-day weekend from Black Friday to Cyber Monday to make the most of the year&#39;s biggest sales event. Convert more people into buyers by personalizing the text message with products they have recently viewed.

SMS Cyber Monday sale with coupon

Send an SMS VIP sale coupon template notifying customers of a time limited sale. This template creates the coupon in Shopify and automatically applies it when the customer clicks the link in the SMS message.

SMS VIP sale coupon

Win back customers with SMS Abandoned cart alerts. An attached coupon will help to bring customers over the line and get them to complete the purchase.

SMS abandoned cart recovery with coupon

Increase the number of on-time arrivals and reduce no-shows by using this SMS appointment reminder. Your customers will receive SMS appointment notifications on any device regardless of internet coverage.

SMS appointment reminder

Send this SMS when an item is back in stock and direct users straight to the product page.We also recommend using this sms as an alternative to the email notification within the Back in stock reminder journey. 

SMS back in stock notification

Collecting customer feedback is key to improving customer satisfaction.Find out what your customers think about your service or product with this simple SMS survey.

SMS customer satisfaction survey

Boost your sales during the holiday season by offering free shipping coupons to your customers. People in shopping mode will appreciate it if brands give them something free, which may encourage them to buy even more!

SMS free holiday shipping

Send a thank you message and offer a 1-month free subscription to one of your services or products to show a customer you value them. This template contains a Chargebee coupon.

SMS loyal customers thank you

Send this SMS to remind people about the forthcoming meeting and ask them to confirm their attendance. If the person replies &#39;yes&#39; they will get more meeting details, and if they reply &#39;no&#39; they will see a URL to reschedule a call.This SMS template uses Calendly data, such as Meeting name, Meeting time, Meeting Join URL and Rescheduling URL. 

SMS meeting reminder

This SMS template helps you confirm attendance before a meetup. If the person replies yes using the landing page they are shown a map and more details about the meetup as a reminder.This SMS template helps increase attendance at your events.

SMS meetup confirmation

Help onboard new customers to the product when they subscribe to a free trial. This SMS template allows new customers to choose if they want to book a demo session or if they prefer to learn about product features with the help docs.

SMS new trial notification

This popup is designed as a B2B lead magnent to drive new SMS subscribers. When the visitor opts-in to SMS they are given a link to schedule a review.

SMS opt-in popup for B2B

Discover how your customers feel about purchasing your product with this SMS post-purchase feedback template. Your customers don&#39;t have to type a response - after clicking the survey link in the text message, they will be sent to the survey landing page.

SMS post-purchase feedback

We all need rest to be at our best! Improve customers&#39; overall experience and encourage them to return for their next trip with this SMS travel coupon template. Send special offers and travel packages directly to your customer&#39;s phones.

SMS travel coupon

Convert expiring trials into paying customers with this SMS template. This trial notification will help create a sense of urgency and let a person know that you value them as a customer. You can also configure default message responses when they reply to your message.

SMS trial expiration notification

Take customer experience with your product or service to the next level by sending this SMS and offering a coupon to upgrade.

SMS upsell

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

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 email template demonstrates how to personalize the email signature of an email with Salesforce profile data of the assigned lead owner. The same format can be adopted for opportunity owner.Before you send this email or add it to a journey verify you have:Checked from name and email values and set fallbacksChecked the fallback values of merge tags in the email and test the emailTo change the owner values click on your user profile in Salesforce and edit your profile settings.

OrttoTemplates

Templates by the Ortto team

Onboarding call request

Email template

Partner program application

Capture template

Post trial re-engagement

Playbook template

Post-purchase SMS with coupon

SMS template

PrestaShop Back in stock reminder

Capture template

Product catalogue for skin care

Email template

Product release notification

Capture template

Promote new app features

Email template

Promote professional services

Email template

Promote your hackathon

Email template

Promote your podcast

Email template

Recurly SaaS metric dashboard

Dashboard template

Recurring reminder

Playbook template

Refer-a-friend campaign

Email template

Request donation or contribution

Email template

SMS Black Friday sale

SMS template

SMS Cyber Monday sale with coupon

SMS template

SMS VIP sale coupon

SMS template

SMS abandoned cart recovery with coupon

SMS template

SMS appointment reminder

SMS template

SMS back in stock notification

SMS template

SMS customer satisfaction survey

SMS template

SMS free holiday shipping

SMS template

SMS loyal customers thank you

SMS template

SMS meeting reminder

SMS template

SMS meetup confirmation

SMS template

SMS new trial notification

SMS template

SMS opt-in popup for B2B

Capture template

SMS post-purchase feedback

SMS template

SMS travel coupon

SMS template

SMS trial expiration notification

SMS template

SMS upsell

SMS template

SMS win-back series for B2C SaaS

Journey template

SaaS product onboarding

Playbook template

SaaS thank new customers

Playbook template

Sales email with Salesforce lead signature

Email template

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