Free Trial Email Templates

Anyone running a SaaS company knows that free trial users are some of the best leads a business can get. Those are the prospects that have already decided to try your product, so if you fail to convert them into paying customers – a low conversion rate can really hurt your bottom line. However, according to a survey of over 300 SaaS professionals, on average, only 20% of free trial users upgrade to a paid plan. Below are some tips on creating efficient emails for your free trial email marketing campaigns along with 10 powerful follow-up email templates you can use to improve your free trial conversion rates.

Free Trial Email Best Practices

  • Include a CTA that encourages the next steps and drives new users back to the product.
  • Create a sense of urgency and remind users of how much longer their free trial has to run.
  • Include a link to your best self-help resources (quick start guide, video tutorial, FAQs, etc.).
  • Sell benefits, not features (show users what those features can do to solve their pain points).
  • Emphasize what users will miss out on by not upgrading to a paid plan.
  • Personalize your follow up emails as much as possible to establish trust with users.
  • Segment your email list (active, semi-active, inactive trial users) and adjust your email campaigns accordingly.
  • Employ split testing to create more effective onboarding content for new users.
  • Consider sending triggered emails based on user behavior.
  • Shorten your trial period (it’s recommended to keep it 14 days for B2B SaaS products).
  • Offer incentives to improve the success of your free trial marketing strategy (additional discount, bonus, trial extension, etc.). 

10 Free Trial Email Template Examples

Though most free trial users never become customers, even a slight increase in your conversion rate can result in a considerable revenue boost. In many cases, a simple, well-timed follow-up email is enough to nudge prospects to upgrade to a paid plan. Here are 10 basic free trial email template examples you can use as a starting point for creating your own free trial email flow and converting more free users into paying customers. 

Free trial onboarding email

Free trial proactive support email

Check-in email

The pitch email

Free trial expiration email

Free trial extension email 

Discount/ special offer email

Free trial feedback email

Post-trial survey email (unconverted trial email)

Post-trial follow-up email 

Bonus: Converted trial email

Ready to put your free trial email templates to use?

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