A collection of data, marketing and analytics templates to help you grow your SaaS business faster.

A collection of SaaS email, in-app messages, dashboards and report templates to help you grow your SaaS business faster. Includes helpful videos guides.

Growth Templates for SaaS Startups | Ortto 

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 template helps you generate reviews from NPS surveys and improve overall retention by better understanding detractor feedback.The journeys begins when a user submits an NPS survey. An activity represents the NPS survey response and contains a score and comment attribute used within the journey.The journey automatically sends a personalized response after a user submits the NPS survey.If the NPS result makes them a detractor and no comment is left, a follow up email is sent to request more detailed feedback to help you learn and improve.If the NPS result is a promotor (9 or 10), a personalized email is sent requesting them to review you on popular review sites like G2Crowd and TrustRadius. A split shape is used to funnel reviews between the two review websites. You can add additional splits to add more review sites like Capterra and SoftwareReviews.You can use popular NPS products like Typeform using a data source or a capture template for NPS. You can also integrate the NPS service you&#39;re using to a custom activity with Zapier. 

Generate reviews after an NPS survey

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

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 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

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

Promote new app features

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

Use this template to remind users on a trial that it&#39;s almost ending and nudge them to subscribe to a paid plan or reach out if they need additional time or have questions regarding your software.

Trial expiration reminder

Use this webinar invite template to invite subscribers &amp; users to a webinar and highlight what they will be learning during this webinar.

Webinar invite

This dashboard gives you a birds eye view of your Stripe SaaS metrics including:New business MRRExpansion MRRContraction MRRChurn MRRReactivation MRRNew trialsNet MRRMRR summaryNew trials by monthNet MRR by monthMRR by product revenueNew business revenue by region

Templates for SaaS startups

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