Playbook templates

SaaS onboarding templates

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[Day 1] Trial: Welcome - Get started video

{{ people.first-name }}, welcome to Chipmunk! Let's get started.

[Day 3] Trial: Create your first invoice

Create your first invoice and get paid {{ people.first-name }}

[Day 5] Trial: Recording expenses is easy

Recording expenses is as simple as 1, 2, 3!

[Day 7] Trial: Reports for everyone

{{ people.first-name }}, get all the insights you need from Chipmunk reports!

[Day 9] Self-onboarding guides

Hi {{ people.first-name }}, you're almost a master at this!

[Day 11] You're trial is expiring soon

Hi {{ people.first-name }}, your trial for Chipmunk is expiring soon. 🐿

[Day 14] Your trial has expired. Subscribe now.

{{ people.first-name }}, your Chipmunk trial is over.

[Time-Based] Trial onboarding

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:

 that is set-up to indicate a trial started. People in this playbook will be automatically removed when the "Subscribed to plan" activity occurs.

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

Simple trial onboarding

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Ortto

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