Revenue email template
Switched to annual plan email
A switched to annual email thanks a customer for committing for a year. It's a good moment to offer onboarding for their team or a check-in call, because they now plan to be around.
Event-based, sent the moment it happens
Each time it happens
The email template
This is the starter email Atlis fills in when you add the Switched to Annual Plan trigger.
Subject
Thanks for going annual
Hi {{displayName}},
You've switched to annual billing for {{productName}}. Thank you for the vote of confidence.
We're here all year if you need anything.
Open {{productName}}
Best,
The {{productName}} team
When it sends in Atlis
You track switched_to_annual. Stripe and Paddle don't send this one.
Goal: Reward the commitment and set up a successful year.
Tips for this email
- Thank them and confirm the new billing terms.
- Offer something useful for the year ahead, such as a setup call.
- Note the renewal date so it's never a surprise.
Send it automatically in three steps
- 1
Connect your app
Install the Atlis snippet or send users and events with the Server API.
- 2
Add the Switched to Annual Plan trigger
In Workflows, add the Switched to Annual Plan trigger. The email below is filled in for you.
- 3
Edit and switch it on
Adjust the wording, optionally add up to 4 follow-ups, and switch the workflow on.
Questions
Do Stripe or Paddle send this?
No. Track switched_to_annual yourself when a customer changes to annual billing.
Can it repeat?
Yes, each time the event is tracked.