Activation email template
Trial welcome email
A trial welcome email goes out as soon as a trial starts. It tells the user how long they have, what to try first, and where to get help, so the trial is spent getting value instead of exploring.
Event-based, sent the moment it happens
Once per user
The email template
This is the starter email Atlis fills in when you add the Trial Started trigger.
Subject
Welcome to your {{productName}} trial
Hi {{displayName}},
Your trial has started. To get the most from it, begin with the one thing you came to {{productName}} to do.
Questions along the way? Just reply to this email.
Start exploring
Best,
The {{productName}} team
When it sends in Atlis
You track trial_started. Also send trialExpiresAt in identify so the trial reminder works.
Goal: Get trial users to their first result quickly.
Tips for this email
- State the trial length and end date plainly.
- Recommend the single most important thing to try in the first session.
- Send trialExpiresAt to Atlis as well, so the trial-ending reminder goes out on time.
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 Trial Started trigger
In Workflows, add the Trial Started 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 does Atlis know a trial started?
Track trial_started from your app or server, or map a CRM status such as Trial to Trial Started in CRM status mapping.
Can I remind users before the trial ends?
Yes. Send trialExpiresAt in identify and turn on the Trial expiring in 3 days workflow.