Templates for SaaS

Whether you’re leveraging enterprise sales or product-led growth, email and marketing automations ensure delivery of the right message to the right person at the right time. Use these SaaS email flow templates to nurture leads, drive conversion, optimize trials, and retain customers.
View search results:
We're sorry, something went wrong. Please try again.
14-Day Free Trial Email Flow Diagram
14-Day Free Trial
Ensure 14-day trial users experience the value of your product in order to convert them to paying customers.
30-Day Free Trial Email Flow Diagram
30-Day Free Trial
Ensure 30-day trial users experience the value of your product in order to convert them to paying customers.
7-Day Free Trial Email Flow Diagram
7-Day Free Trial
Ensure 7-day trial users experience the value of your product in order to convert them to paying customers.
Milestone Celebrations Email Flow Diagram
Birthday / Milestones
Show your customers you care by celebrating them on their special days.
Browse Abandon Email Flow Diagram
Browse Abandon
Re-engage shoppers who viewed your products but didn't start checkout.
Cart Abandon Email Flow Diagram
Cart Abandon
Recover high-intent shoppers who added an item to their cart, but didn't complete the purchase.
Churn Risk Email Flow Diagram
Churn Risk
Prevent churn by identifying and reengaging lapsed or inactive customers.
Event Sequence Email Flow Diagram
Event Sequence
Leverage lead-generation events or conferences to follow-up with, engage, and acquire new customers.
NPS Survey Email Flow Diagram
NPS Survey
Measure customer satisfaction and collect user feedback.
Order Confirmation Email Flow Diagram
Order Confirmation
Notify customers that their order was placed.
Post Purchase Series Email Flow Diagram
Post Purchase Series
Guide customers through product how-tos or other useful information after they make a purchase.
Referral Activation Email Flow Diagram
Referral Activation
Prompt your customers' referrals to make their first purchase.
Referral Campaign Email Flow Diagram
Referral Campaign
Encourage sharing by implementing a referral program among your most engaged customers.
Sunset Email Flow Diagram
Sunset Flow
Phase out customers who no longer engage with your brand to ensure a clean list.
Webinar Sequence Email Flow Diagram
Webinar Sequence
Leverage lead-generation webinars to follow-up with, engage, and acquire new customers.
Welcome Series Email Flow Diagram for B2B
Welcome Series (B2B)
Offer a warm welcome to new list subscribers and introduce them to your products.
Winback Series Email Flow Diagram
Winback (B2B)
Recoup lost revenue by reengaging customers who recently canceled their subscription.

Explore other categories