Recovery · SaaS

Maqetin reminds a trial that ends in three days.

For a 14-day trial that has not upgraded. It says what the account keeps by paying. A journey sends it on day 11.

The email.

A sample to adapt: change the names, the product and the button to yours.

FromShelfwise <hello@mail.shelfwise.app>SubjectYour trial ends in 3 daysPreviewKeep your invoices and customers.

Hi Sarah,

Your Shelfwise trial ends on Friday. Choose a plan to keep your 3 shops, 41 products and every invoice you sent.

Choose a plan
Shelfwise, Austin

Sample workspace: Shelfwise, stock and invoicing software for independent shops, based in Austin.

How it is sent.

The journey starts when your app sends trial.started. It waits 11 days, then checks whether plan.upgraded arrived since the person entered. If it did, they leave and no email goes. If not, the email goes.

Trigger
Trial started
trial.started
Wait
Wait 11 days
Condition
Upgraded yet?
plan.upgradedsince entering
Yes
Exit
Exit
No
Send email
Send the trial reminder
Exit
Exit

Events to send.

Your app sends two events for the same person.

trial.started
Starts the journey. Send the end date with it, and the email can print it.
plan.upgraded
Ends the journey early. Nobody who paid gets the email.

Check before you send.

  • Count the wait from the start. The wait runs from the first event. For a 14-day trial, 11 days leaves three days; change it when the trial length changes.
  • Print the date the trial ends. Send it in the properties of the first event.
  • Reach the person who pays. Save the payer's user id as a trait of the person on the trial. The payer needs a profile with an email address. Set the email step to send to that trait.

More recovery templates.

Remind every trial before it ends.