Revenue email template
Plan upgrade confirmation email
A plan upgrade email confirms the change and highlights what's newly available. It reinforces the decision to spend more and makes sure the new features actually get used.
Event-based, sent the moment it happens
Each time it happens
Stripe
The email template
This is the starter email Atlis fills in when you add the Plan Upgraded trigger.
Subject
Your upgrade is live
Hi {{displayName}},
Thanks for upgrading your {{productName}} plan. Everything in your new plan is ready to use now.
Want a quick tour of what's new for you? Just reply.
Explore your new features
Best,
The {{productName}} team
When it sends in Atlis
Stripe reports a subscription change to a higher price, or you track plan_upgraded. Paddle doesn't report upgrades, so track it yourself with Paddle.
Goal: Make sure upgraded customers use what they paid for.
Tips for this email
- Name the specific features the new plan unlocks.
- Link to a quick guide for the most valuable one.
- Thank them, briefly. Upgrades are a vote of confidence.
Send it automatically in three steps
- 1
Connect your app
Install the Atlis snippet and connect Stripe or Paddle in Settings → Integrations.
- 2
Add the Plan Upgraded trigger
In Workflows, add the Plan Upgraded 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
Does Atlis detect upgrades?
With Stripe, yes: a subscription change to a higher price records plan_upgraded. Paddle doesn't report upgrades, so track it yourself when using Paddle.
Can a CRM trigger it?
Yes. Map a CRM status value to Plan Upgraded in CRM status mapping.