Revenue email template
Payment method added email
A payment method added email confirms the card was saved and guides the user to finish upgrading or start using paid features. It removes doubt at a moment when people are close to paying.
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 Payment Method Added trigger.
Subject
You're one step away
Hi {{displayName}},
Thanks for adding a payment method to {{productName}}.
When you're ready, finish upgrading to unlock everything.
Finish upgrading
Best,
The {{productName}} team
When it sends in Atlis
You track payment_method_added.
Goal: Turn a saved card into a completed upgrade.
Tips for this email
- Confirm what happens next: when they'll be charged and for what.
- If they haven't picked a plan yet, link straight to that step.
- Keep billing emails plain and factual.
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 Payment Method Added trigger
In Workflows, add the Payment Method Added 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 automatically?
No. Track payment_method_added from your app or server when a card is saved.
Can it repeat?
Yes, each time the event is tracked.