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 notification will alert your customers to your sale and help drive them into your store,

Sale notification

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.

Sales email with Salesforce lead signature

This Salesforce journey is an example of where you have the possibility of multiple people being in the same journey in relation to different Salesforce object values.The example demonstrates from a &#34;loan application&#34; object, where there is the potential a person could apply for more than a single loan at a time. The journey tracks the entry and exit based on the Salesforce object ID as opposed to the person. For example, if as loan application for a home loan is denied, and the person has also applied for a car loan. The persons journey in relation to the home loan but not the car loan.

Salesforce dynamic object value example

This metric sums the total Salesforce opportunity amount for new opportunities created over a given period. It also compares the previous period by default.

Salesforce opportunities created by amount

Use this template to confirm your upcoming service order with your clients. 

Service order confirmation

Use this template to guide users to your guides, knowledge base and more. It&#39;s generally good practice to share onboarding guides with new users.

Share onboarding guides

This metric shows the total amount of potential revenue from abandoned carts in your Shopify store who didn&#39;t start the checkout process.

Shopify abandoned cart revenue

This report shows the total number of abandoned carts and abaonded checkouts in your Shopify store by week. It&#39;s helpful for trend analysis as you work on campaigns to improve your cart recovery rate.

Shopify abandoned carts and checkouts by week

This metric shows the total potential revenue from abandoned checkouts in your Shopify store.

Shopify abandoned checkout revenue

This metric shows the average number of items per order. This is useful to track and compare to previous time periods in order to increase the amount of total items customers are purchasing.Set a goal using this metric to improve your average items ordered for your Shopify store.

Shopify average items per order

This metrics calculates the average order value in your Shopify store for a given time period. Set a goal to increase your average order value.

Shopify average order value

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

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

Shopify back in stock reminder

This area chart shows the cumulative (total) revenue from your Shopify store over a given period of time from all orders. It compares to the previous period using a trend line so you can see if you are tracking above or below the trend line.

Shopify cumulative revenue trend

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

This metric helps you measure and track the total lost revenue from orders refunded from your Shopify store.

Shopify lost revenue from refunds

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

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

This chart shows the total amount of orders from your Shopify store by week for a given time period.

Shopify orders by week

This template displays the total number of orders placed in your Shopify store over a given period of time.

Shopify orders metric

This metric shows the total number of Shopify orders that were refunded over a given period.

Shopify orders refunded

This metric calculates the total number of refunds divided by the total number of order placed over a given period to calculate your Shopify store refund rate. This report answers the question of &#34;How many of my Shopify orders are being returned?&#34;

Shopify refund rate

This metric shows the total revenue from all orders placed over a given period in your Shopify store.Edit the report to set a revenue goal for your store and pin it to a dashboard to track your progress.

Shopify total revenue

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 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

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

Shopify welcome new customers

This template can be used to solicit responses for a short survey.

Short survey invite

This email template gives the appearance of an email sent from Outlook or Gmail with a photo signature for a personal touch.

Simple email with signature

This email template is a simple message with a call-to-action button. It&#39;s great for SaaS onboarding or nudges to help support product activation.

Simple message with button

This simple personal email template looks like a standard text email when delivered to an email client. This is highly recommended for sales touches, personalized welcome series and re-engagement.

Simple personal email

This simple personalized welcome email template allows you to send a message to customers from a person on your team while staying on brand. This template is great for SaaS marketing when you want to send personalized welcome, onboarding and update messages.

Simple personalized welcome

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 email template has a simple design with a primary call to action. It can be used as a building block for an email template.

OrttoTemplates

Templates by the Ortto team

SaaS product onboarding

Playbook template

SaaS thank new customers

Playbook template

Sale notification

Push template

Sales email with Salesforce lead signature

Email template

Salesforce dynamic object value example

Journey template

Salesforce opportunities created by amount

Report template

Service order confirmation

Email template

Share onboarding guides

Email template

Shopify abandoned cart revenue

Report template

Shopify abandoned carts and checkouts by week

Report template

Shopify abandoned checkout revenue

Report template

Shopify average items per order

Report template

Shopify average order value

Report template

Shopify back in stock notification

Playbook template

Shopify back in stock reminder

Capture template

Shopify cumulative revenue trend

Report template

Shopify happy birthday promotion

Playbook template

Shopify lost revenue from refunds

Report template

Shopify new subscriber welcome

Playbook template

Shopify nudge to second order

Playbook template

Shopify order confirmation

Playbook template

Shopify orders by week

Report template

Shopify orders metric

Report template

Shopify orders refunded

Report template

Shopify refund rate

Report template

Shopify total revenue

Report template

Shopify turn browsers into buyers

Playbook template

Shopify waiting on stock notification

Playbook template

Shopify welcome new customers

Playbook template

Short survey invite

Email template

Simple email with signature

Email template

Simple message with button

Email template

Simple personal email

Email template

Simple personalized welcome

Email template

Simple trial onboarding

Playbook template

Simple with button

Email template

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