Billing & churn email template
Downgrade page save email
A downgrade page email goes to customers who open your downgrade or plan-change page. It's a chance to remind them of value they may not be using, or help them pick the right plan.
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 Downgrade Page Visited trigger.
Subject
Is your plan still right for you?
Hi {{displayName}},
We saw you looking at changing your {{productName}} plan.
If you're not getting enough out of it, reply and tell us what you need. We may be able to help you get more from your current plan.
See your plan
Best,
The {{productName}} team
When it sends in Atlis
You track downgrade_page_visited when the user opens your downgrade page.
Goal: Prevent unnecessary downgrades.
Tips for this email
- Show which paid features they actually use.
- Offer to help them get more from their current plan.
- If a smaller plan fits better, say so. Trust keeps customers longer.
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 Downgrade Page Visited trigger
In Workflows, add the Downgrade Page Visited 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
How do I track it?
Track downgrade_page_visited when the page opens. It also counts as a risk signal in Atlis.
Can it repeat?
Yes, each visit can trigger it. A delay and a single follow-up usually work best.