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

Simple with button

Are you gearing up for the grand launch of a new mobile app? Look no further – we&#39;ve got your promotional strategy covered with our free, fully-responsive email template, tailor-made to spotlight your app&#39;s standout features and drive downloads.This pre-built email template has been designed based on best practices and optimized for conversions to take your app promotion to the next level. This template features:Showcase hero: A visually captivating hero section to instantly convey your app&#39;s uniqueness and appeal.Compelling CTAs: Strategically placed call-to-action buttons guiding users to download your app from the App Store and Google Play.Feature emphasis: Three dedicated sections to spotlight key features, ensuring users understand the app&#39;s value proposition at a glance.Responsive design: Seamlessly adapts to various screen sizes, ensuring a consistent and appealing user experience across devices.Use this email template as a starting point for your app promotion and customize it with an intuitive drag-and-drop editor that lets you personalize every element without needing coding skills. Easily duplicate rows to showcase multiple app features and functionalities.Ready to get started with our free app promotion email template? Simply log into your Ortto account (or sign up for free now) to use this template and set your promotional wheels in motion. Plus, you’ll get access to a treasure trove of free email marketing templates, and hundreds of other free marketing templates, including SMS templates, customizable marketing dashboard templates, and pre-built marketing journeys – all designed to fuel the success of your marketing strategy.

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Templates by the Ortto team

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