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 โ a low conversion rate can really hurt your bottom line. However, according to aย surveyย 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.
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.ย
Hi [Name],
Welcome to [Product]! Iโm [Name] and Iโm excited to guide you through your trial.
Hopefully, youโve had a chance to login and play around a little bit. If you havenโt, no worries. Take a look at our Getting Started Guide โ itโll walk you through how to set up your account and introduce the basics of [Product].
What happens next?
Keep an eye on your inbox as over the next [length of trial] days, Iโll be sending you the best tips for using [Product].
In the meantime, if you have any questions at all, simply email me back and Iโll be happy to assist you!
Thank you so much,
[YOUR SIGNATURE]
Hi [Name],
Congratulations on starting your journey with [Product]. Weโre excited youโre here and canโt wait to help you get started. Hereโs what you should do first off to get the most value out of your free trial:
[Step 1:]
[Step 2:]
[Step 3:]
To help you get up to speed, here are the top three questions our customers usually have on the first day, answered right in front of you, so you donโt have to hunt around for the answers:
[Question 1:]
[Question 2:]
[Question 3:]
If you need any assistance, simply reply to this email. We will check in with you shortly to see how things are going. Until then, enjoy your free trial!
Best,
[YOUR SIGNATURE]
Hi [Name],
Itโs been [number] days since you signed up for [Productโs] trial. I just wanted to check in to see how things are going and make sure youโre getting the most out of [Product].
I noticed that you havenโt got a chance to [create/ upload/ set up, etc.]. This [video/ user guide/ webinar] will help you if youโre stuck or unsure about where to start:
How to [action] [result] in [Product]
If you still have any questions, simply reply back to this email and Iโll get back to you ASAP. Also, our support center has a ton of FAQs you might find helpful.
As always, Iโm here to assist in any way so donโt be a stranger!
Regards,
[YOUR SIGNATURE]
Hi [Name],
Youโve [completed action with the product]. It looks like youโre already starting to get results!
This is a great time to consider taking a look at our different plans so you can take full advantage of [Product].
On average, our customers see [data-driven benefit]. Plus, if you upgrade your account, youโll get:
[Premium feature 1] that helps you with [benefit 1].
[Premium feature 2] that allows you to [benefit 2].
[Premium feature 3] that enables you to [benefit 3].
If youโre ready, take a look at our premium plans here.
If you have any questions or need help choosing the right plan for your business, donโt hesitate to reach out โ weโll be happy to assist. Simply hit reply or join us on live chat during business hours.
Cheers,
[YOUR SIGNATURE]
Hi [Name],
We hope you have been enjoying your free trial with [Product].
Unfortunately, weโre coming to the end of this journey, but weโd love to keep it going!
In order to [what they stand to lose by not upgrading], youโll need to select one of our paid plans. Otherwise, your trial will end in [number of days left] and you wonโt be able to access premium features any longer.
Choose your plan now
If youโre not sure which one is right for you, you should try the Basic plan โ itโs a great place to start.
Have any questions or need help? Weโre only an email away โ just hit reply and weโll get right back to you.
[YOUR SIGNATURE]
Hi [Name],
Your [Product] free trial has expired! But donโt worry โ your [data] has been saved and is still available.
We know how busy life gets โ and thought you might need some extra time to check out [Product].
Just reply to this email or click to get an extra 10 days:
Extend my free trial
If you enjoyed [Product], take one minute to upgrade. Our subscription plans start at [price] a month and all include [list of premium features].
Upgrade now to keep using [Product]
Have any questions or feedback? Let us know and weโll gladly help.
Thanks for trying [Product]!
[YOUR SIGNATURE]
Hi [Name],
Unfortunately, your free trial has come to an end, but donโt worry โ weโve got you covered.
As a thank you for trying [Product], if you upgrade to an annual plan today, youโll save 20% (thatโs 2.4 months for free each year!) But hereโs the catch. Itโs only good for 24 hours.
If youโre serious about [pain point your product solves], then I strongly suggest grabbing this deal before it expires.
Get the deal here
Letโs take your business where you know it deserves to be!
Cheers,
[YOUR SIGNATURE]
Hi [Name],
Your [Product] trial is over and you wonโt be able to use premium features until you purchase one of our paid plans.
Monthly plans start from only [price], you can take a look at all the options here: link to upgrade
Though it will hurt us to see you go, if you choose not to continue with a paid subscription, we respect your decision. You will do us a great HELP if you could let us know your feedback on why you choose not to upgrade to a paid plan.
Looking forward to having you as a customer!
Regards,
[YOUR SIGNATURE]
Hi [Name],
Thanks so much for giving [Product] a try.
We noticed you didnโt upgrade your [Product] account, but thatโs totally fine. Even though you chose not to go with a paid plan, weโd love to hear about your experience with us. Itโll help us improve our product, so youโll be doing us a huge favor.
If you have a minute, could you please fill out our quick survey here (takes less than a minute!)? It would be much appreciated.
We are sad to see you go, but we hope to see you again in the future. If youโd like to give [Product] another try, later on, weโll be happy to help!
Best,
[YOUR SIGNATURE]
Hi [Name],
Itโs been a while since you signed up for [Productโs] trial. I just wanted to check back in to see how things are going. Did you end up going with another product?
If youโre still looking for a solution for [pain point], I wanted to give you a quick rundown of some of the new features weโve added to [Product] recently:
[Feature #1][Feature #2][Feature #3]
If youโre interested in checking out the improved version of [Product], weโd be happy to offer you a new free trial. Let us know by replying to this email!
And even if youโre not interested, Iโm still happy to help you out in any way we can.
Best,
[YOUR SIGNATURE]
Hi [Name],
Congratulations, you are now able to fully access [feature 1], [feature 2], and [feature 3] without any limitations.
We canโt wait to see how [Product] will benefit your business.
Thank you so much![YOUR SIGNATURE]
P.S. If you want to double down and get your whole team immersed into [Product] faster, jump on our next weekโs customer training on how to [use case].
Ready to put your free trial email templates to use?
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Upgrade emails are crucial for SaaS businesses to convince prospects to upgrade from free to paid accounts or higher premium plans. The article provides helpful tactics and ready-made upgrade email templates to use as examples when crafting your own upgrade emails. Tips include personalization, a clear call-to-action, contrasting upgrade outcomes, and timing based on triggers like trial ending or user activity. Ten upgrade email templates are provided for different scenarios, such as free trial expirations, reaching free limits, and value-based upgrades. Special offers and benefits for upgrading to a higher plan are also highlighted.
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