Upgrade email templates

Upgrade emails are crucial for product-led SaaS businesses driven by both free trial and ‘freemium’ models. They help convince prospects to convert and upgrade from free to paid accounts and to higher premium plans. In fact, it’s one of the core goals of any SaaS business – and also one of the fundamental challenges, since a large number of SaaS customers never make the upgrade. Whether it’s converting from free trials to paid services or moving up from basic to premium plans, the following article provides some helpful tactics and ready-made upgrade email templates for you to use as examples when crafting your own upgrade emails. 

Bria upgrade email template
Counterpath Bria Teams upgrade email template

Quick tips for writing efficient upgrade emails

  • Add a touch of personalization by including the customer’s name and mentioning other relevant details in your upgrade email template (such as how much time is left in their trial period or other info based on their user activity)
  • Ensure your upgrade email template includes a clear CTA and link it directly to the actual upgrade screen rather than giving instructions on how to get there.
  • Contrast the outcomes of upgrading vs, not upgrading by specifying premium features users will gain access to and the benefits those features are going to bring.
  • Think of the best times to send upgrade emails taking into account both time-based and behavior-driven triggers (when the trial ends or sooner if the user has already experienced value.)

10 upgrade email templates

A free trial is about to expire


Hi [Name],

It looks like your free trial is expiring next week. Have you made a decision concerning [Product]? If so, our plans start at $** per month and by upgrading now, you’ll ensure you can take full advantage of these great premium features:

[Premium feature 1]
[Premium feature 2]
[Premium feature 3]
[Premium feature 4]

Select a Premium Plan

If not, let’s get in touch and talk about the roadblocks you’re facing.

Remember, after your trial expires, you won’t be able to access your account any longer. So, if you’re still considering whether [Product] is right for you, please give me a call to discuss your options before the week ends: [phone number].

As always, I look forward to speaking with you.

P.S. If you’re wondering why our $**/mo is the most popular plan, here’s an article on why our customers choose it: article link

Best,
[YOUR SIGNATURE]

Upgrade or extend the free trial


Hi [Name],

Thanks for giving [Product] a try! Your free trial is almost over (expires in 24 hours), and we hope you’ve enjoyed your experience. Unfortunately, the following premium features will soon be unavailable:

[Premium feature 1 – benefit 1]
[Premium feature 2 – benefit 2]
[Premium feature 3 – benefit 3]

Upgrade Now to Get Them Back

Upgrading only takes a minute.
Your progress and settings are still safe and sound.
Any people you invited will have access again after you upgrade.

Need extra time on your trial?
Just reply to this email or contact our support team to get an extra 10 days. Someone friendly will get
back to you ASAP.

Have questions about upgrading?
Our agents are always happy to help. We’re on call 24 hours a day, 7 days a week, and respond to all questions in under one hour.

Prefer to cancel instead?
No problem. If you’re not going to continue with [Product], you can either do nothing and let your trial expire, or you can cancel your account here.

Cheers,
[YOUR SIGNATURE]

The free trial has expired/ upgrade to continue


Hi [Name],

Your free trial has expired, but you can keep using [Product] with a paid subscription. If you’re still thinking about whether or not you want to commit, here’s a brief snapshot of what you’ll miss out on:

[Benefit #1]
[Benefit #2]
[Benefit #3]

Companies like [Company 1], [Company 2], and [Company 3] have made the leap to Premium plans. Based on your usage over the past two weeks, you should try the Basic plan – it’s a great place to start.

Choose a Premium Plan

Did [Product] not work for you?
We’d love to hear why. If you have any feedback you think would be useful, please take our brief, anonymous survey.

Have questions or need help?
Our customer care team is here to assist you in any way we can. Please visit our Support Center to get in touch.

Thanks for using [Product],
[YOUR SIGNATURE]

Upgrade or stay on a free plan


Hi [Name],

Your [Product] trial is coming to an end in 3 days, and your account will revert back to a Free Plan.

Hopefully, you’ve had a chance to explore some of our favorite premium features like [feature 1], [feature 2], and [feature 3]. If we’ve done our jobs right, you’ve gotten a good feel for what [Product] can do for your [sales/ marketing/ customer service, etc.]

If you decide you want to upgrade, we promise it’s totally painless and takes under 60 seconds. Our premium plans start at $**/month and includes [listing some key features].

Check Upgrade Options

Not ready to upgrade? That’s okay too! You can stay on the Free Plan forever and keep using [basic features].

Have any questions or feedback? Just hit reply to get in touch and we’ll gladly help.

Thank you for trying [Product]!
[YOUR SIGNATURE]

Reached free limit/upgrade


Hi [Name],

You used all of your free credits at [Product], well done!

By now, you should have a good idea of all that [Product] has to offer. So it’s time to make that critical decision to switch to a Pro plan. Upgrading to [Product] Pro will get you unlimited [whatever a Pro account provides].

Upgrade to a Pro Plan Now

If you have any questions about upgrading or using credits, don’t hesitate to get in touch with us by replying to this email or visiting our Help Center.

Regards,
[YOUR SIGNATURE]

Upgrade with a special offer


Hey [Name], kudos on your success with [Product]!

Since you started using [Product], you’ve [reached specific milestones].

I just wanted to give you a heads up that tomorrow your free trial will come to an end and we’ll sadly have to pause your account. Unless you upgrade to a paid plan, you’ll lose access to premium features like [feature 1], feature 2], and [feature 3]. But don’t worry – we’ve got you covered.

As a thank you for trying [Product], if you upgrade to any of our annual plans today, you’ll save 30%! Simply click below to grab this special deal.

Upgrade Now to Get 30% OFF Any Annual Plan

Not ready to upgrade just yet? No problem, while we will pause your account 24 hours from now, we’ll keep your data around so you can come back anytime you want and pick things up where you left.

If you have any questions, feel free to ask – I’d be very happy to help.

Have a great day,
[YOUR SIGNATURE]

Value-based upgrade 


Hi [Name],

By now you’ve had a chance to see how [Product] can help you [achieve customer’s goals].

Many of our customers regard [Product] as the thing that took their business to the next level. It makes it easier to [handle customers’ pain points and get specific results.] So why wait?

Upgrade Now

Keep in mind, we don’t just hand you the tools and walk away. We’re here to help you get the most out of them. By upgrading, you’ll get full access to:

The most passionate and dedicated customer support team (available via email and live chat.)
Extensive knowledge base documentation.
Countless walkthrough videos and guides for all of our features.
A leading industry blog with helpful tips and insights.
An incredible user community full of people like you sharing ideas.
An actively improving platform that your feedback helps shape.

Not ready to upgrade? You’ve got 24 hours left in your trial, and we sincerely hope you’ll keep using [Product]. If not, feel free to reply and let us know what’s holding you back.

Thanks so much for giving [Product] a try.
[YOUR SIGNATURE]

Upgrade to a higher plan


Hey [Name],

Thanks for using [Product]! We truly hope it’s helping you [achieve specific goals].

We’ve been hard at work building [Product] to ensure it brings maximum value to our customers and as a Basic user, you only see a portion of the features we’ve developed. As an active user, you may get even more out of [Product] with these Premium features:

UPGRADE TO PREMIUM

[Premium feature 1 – benefit 1]
[Premium feature 2 – benefit 2]
[Premium feature 3 – benefit 3]
[Premium feature 4 – benefit 4]

If you need any assistance, don’t hesitate to contact us anytime by visiting our Help Center.

Our best,
[YOUR SIGNATURE]

Upgrade to a higher plan with a special offer


Hey [Name],

You’ve been using [Product] for a few months now, and it looks like the two of you make a really great team. Why not take your relationship to the next level? For the next 2 days you can supercharge your [sales/ marketing/ customer service, etc.] with an upgrade to Premium with this amazing deal:

Get 30% OFF [Product] Premium
(Offer expires in 48 hours)

Take your [sales/ marketing/ customer service, etc.] to the next level with [Product] Premium. Here’s what you’ll get:

[Premium feature 1]
[Premium feature 2]
[Premium feature 3]
[Premium feature 4]

If you have any questions about any of these features, or what else you can do with [Product] Premium, simply reply back to this email and let me know.

Cheers,
[YOUR SIGNATURE]

Announcing a new premium feature = upgrade opportunity


Hi [Name],

If you’re a [sales person/marketer/customer success manager], you probably know that [explain their biggest pain-point]. Imagine [describe the perfect future for the user].

[New Premium feature name] can help you achieve just that. It’s been one of our most requested features for [Product], and today we’re excited to announce that it’s now available to all Pro users.

Unlock [Premium feature name] Now

By upgrading to Pro for just $**/month, you’ll gain access to our new [whatever the feature does] functionality, which allows you to [explain the benefits to the user].

Have questions or need help with anything? Just reply to this email and let me know.
Best,
[YOUR SIGNATURE]

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Frequently asked questions

What should an upgrade email include?

When reaching out to customers with an upgrade offer, make sure you start with a proper greeting. Try to make the email as personal as possible. Moreover, include information about new/additional features, how your customers can take advantage of them, and links with a call to action.

How to offer an upgrade to your customers?

A great way to offer an upgrade to your customers is via email. Email is still effective because it is the most used form of mass communication in the world. It’s also a more nuanced medium than sending a tweet or posting to Facebook.

What the ideal length of an upgrade email?

The ideal length of an upgrade email is between 75 to 100 words. Moreover, make sure to include relevant links with a call to action.

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