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Free trial email templates

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.

Email templates LA — Create customer email templates directly inside of LiveAgent

Email template customization — Create customer email templates directly inside of LiveAgent

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


Hi [Name],

Welcome to [Product]! I’m [Name] and I’m excited to guide you through your trial. 

Hopefully, you’ve had a chance to login and play around a little bit. If you haven’t, no worries. Take a look at our Getting Started Guide – it’ll 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, I’ll be sending you the best tips for using [Product].

In the meantime, if you have any questions at all, simply email me back and I’ll be happy to assist you!

Thank you so much,

[YOUR SIGNATURE]

Free trial proactive support email


Hi [Name],

Congratulations on starting your journey with [Product]. We’re excited you’re here and can’t wait to help you get started. Here’s 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 don’t 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]

Check-in email


Hi [Name],

It’s been [number] days since you signed up for [Product’s] trial. I just wanted to check in to see how things are going and make sure you’re getting the most out of [Product].

I noticed that you haven’t got a chance to [create/ upload/ set up, etc.]. This [video/ user guide/ webinar] will help you if you’re 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 I’ll get back to you ASAP. Also, our support center has a ton of FAQs you might find helpful. 

As always, I’m here to assist in any way so don’t be a stranger!

Regards,

[YOUR SIGNATURE]

The pitch email


Hi [Name],

You’ve [completed action with the product]. It looks like you’re 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, you’ll 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 you’re ready, take a look at our premium plans here. 

If you have any questions or need help choosing the right plan for your business, don’t hesitate to reach out – we’ll be happy to assist. Simply hit reply or join us on live chat during business hours.

Cheers,

[YOUR SIGNATURE]

Free trial expiration email


Hi [Name],

We hope you have been enjoying your free trial with [Product]. 

Unfortunately, we’re coming to the end of this journey, but we’d love to keep it going!

In order to [what they stand to lose by not upgrading], you’ll need to select one of our paid plans. Otherwise, your trial will end in [number of days left] and you won’t be able to access premium features any longer.

Choose your plan now

If you’re not sure which one is right for you, you should try the Basic plan – it’s a great place to start. 

Have any questions or need help? We’re only an email away – just hit reply and we’ll get right back to you.

[YOUR SIGNATURE]

Free trial extension email


Hi [Name],

Your [Product] free trial has expired! But don’t worry – your [data] has been saved and is still available.

We know how busy life gets — 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 we’ll gladly help.

Thanks for trying [Product]!

[YOUR SIGNATURE]

Discount/ special offer email


Hi [Name],

Unfortunately, your free trial has come to an end, but don’t worry – we’ve got you covered.

As a thank you for trying [Product], if you upgrade to an annual plan today, you’ll save 20% (that’s 2.4 months for free each year!) But here’s the catch. It’s only good for 24 hours.

If you’re serious about [pain point your product solves], then I strongly suggest grabbing this deal before it expires.

Get the deal here

Let’s take your business where you know it deserves to be!

Cheers,

[YOUR SIGNATURE]

Free trial feedback email


Hi [Name],

Your [Product] trial is over and you won’t 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]

Post-trial survey email (unconverted trial email)


Hi [Name],

Thanks so much for giving [Product] a try. 

We noticed you didn’t upgrade your [Product] account, but that’s totally fine. Even though you chose not to go with a paid plan, we’d love to hear about your experience with us. It’ll help us improve our product, so you’ll 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 you’d like to give [Product] another try, later on, we’ll be happy to help!

Best,

[YOUR SIGNATURE]

Post-trial follow-up email


Hi [Name],

It’s been a while since you signed up for [Product’s] trial. I just wanted to check back in to see how things are going. Did you end up going with another product?
If you’re still looking for a solution for [pain point], I wanted to give you a quick rundown of some of the new features we’ve added to [Product] recently:

[Feature #1][Feature #2][Feature #3]

If you’re interested in checking out the improved version of [Product], we’d be happy to offer you a new free trial. Let us know by replying to this email!
And even if you’re not interested, I’m still happy to help you out in any way we can.

Best,

[YOUR SIGNATURE]

Bonus: Converted trial email


Hi [Name],
Congratulations, you are now able to fully access [feature 1], [feature 2], and [feature 3] without any limitations.
We can’t 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 week’s customer training on how to [use case].

Ready to put your free trial email templates to use?

LiveAgent is the most reviewed and #1 rated ticketing software for small to medium-sized businesses. Try it today with our free 14-day trial. No credit card required.

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