Workflow templates
Lifecycle email templates for every moment Atlis can act on
Atlis watches for the moments that matter across the whole user journey, from a stalled signup to a failed payment to a cancellation-page visit, and sends the right email when each one happens.
30 triggers6 stages of the journeyReady-written emails
What is a lifecycle email trigger?
A trigger is a user behaviour or lifecycle event that starts an automated email in Atlis. Some are time-based, like inactivity and trial expiry, checked every hour. Others are events, like a failed payment, a cancel page visit or a finished onboarding, sent from your app, your server, Stripe, Paddle or your CRM.
Which moments can Atlis turn into an email?
Every trigger with a template page has the starter email, timing advice and tips.
Activation
Triggers that turn signups into active users7- Not Activated in 48hSent when users sign up but don't activate.
- Onboarding CompletedCelebrate finishing setup.
- First Project CreatedCongratulate the milestone.
- Integration ConnectedSignal they are getting set up.
- Profile CompletedAcknowledge profile completion.
- Trial StartedWelcome and guide new trial users.
- Team Member InvitedReinforce team usage.
Retention
Triggers that bring inactive users back5- Inactive 7 DaysNudge users who haven't logged in for a week.
- Inactive 14 DaysSecond nudge for disengaged users.
- Usage DroppedRegular users who suddenly use it much less.
- Data ExportedEarly churn signal check-in.
- Support Ticket OpenedReassure them help is coming.
Revenue
Triggers that convert and grow accounts7- Trial Expiring in 3 DaysPush to convert before trial ends.
- Trial ExpiredFinal push to convert.
- Payment Method AddedNudge to finish upgrading.
- Subscription ActivatedWelcome to the paid plan.
- Plan UpgradedAcknowledge the new tier.
- Switched to Annual PlanThank them for committing.
- Seats AddedHelp onboard new teammates.
Billing & churn
Triggers that recover payments and save cancellations7- Payment FailedRecover failed payments.
- Payment RecoveredConfirm account is healthy.
- Subscription CancelledWarm win-back email.
- Subscription ReactivatedWelcome back.
- Plan DowngradedAcknowledge change softly.
- Cancellation Page VisitedStep in before they leave.
- Downgrade Page VisitedReach out to understand why.
Growth
Triggers that referrals and social proof3Custom Events
Triggers that trigger on anything1- Custom EventTrigger on any custom tracked event.
How does a trigger become an email?
- 1
A signal happens
Time-based, sent from your app or server, or from Stripe, Paddle or your CRM.
- 2
Atlis matches it to a workflow
Each switched-on workflow has one trigger and up to 5 timed emails.
- 3
The email sends itself
To the right person at the right moment, and follow-ups stop once they act.
Workflow templates: questions and answers
Lifecycle workflows on every plan, including Free.
- Billing triggers need Stripe, Paddle, the Server API or a CRM mapping.
- Stripe, Paddle and Slack start on Starter.
01What triggers can Atlis act on?
Time-based signals like inactivity and trial expiry, plus event-based ones like failed payments, cancellation-page visits, completed onboarding, and more — across onboarding, billing, churn, and expansion.
02Do billing triggers require Stripe?
No. Connect Stripe or Paddle and Atlis records first payments, failed payments, recoveries and cancellations automatically; Stripe also reports upgrades and downgrades. Anything else, like switching to annual, you send from your app, the Server API or a CRM status mapping.
03How do event-based triggers get tracked?
Time-based triggers are checked automatically every hour. Event-based ones arrive from your app via the Atlis snippet, from your server via the API, from Stripe or Paddle, or from a CRM status mapping.
04Is this on the free plan?
Lifecycle automation is available on the free plan for up to 250 tracked users; some integrations like Stripe and Slack are on the Starter plan and up.
Turn every lifecycle moment into the right message.
Atlis acts on the signals your users are already sending.
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