Convert to Paid plan
An automation template to use when you are looking to convert your free plan user to a paid plan
Use this template when a user is nearing the Free plan limits and could potentially benefit from upgrading. A discount in the follow-up email makes it an easy decision.
In your candymail.automation.json :
{
"workflows": [
{
"name": "pro-plan",
"description": "convert user to pro plan",
"trigger_name": "pro",
"emails": [
{
"trigger": "time",
"sendDelay": 24,
"subject": "Your DopeSMS Usage Report",
"body": "<div style=\"text-align:center\"><h1>55 SMS sent!</h1><p>Hey Miles, you have sent 55 SMS yesterday yesterday (22nd Jan 2023) and that's awesome!</p><p>Just to let you know, we do offer a paid plan for $9.99/month that comes with additional features like reporting and analytics.</p><a href=\"https://candymail.saasbase.dev\">Click here to upgrade</a></p></div>",
},
{
"trigger": "time",
"sendDelay": 50,
"subject": "Limited time offer: Upgrade to PRO for $10/month",
"body": "<div style="text-align:center"><h1>Upgrade to PRO</h1><p>You're doing great work with DopeSMS. We're happy to bump up your daily SMS sending quota and add other PRO features.</p><p>That's right - upgrade within 1 day and you can get on the DopeSMS PRO plan for $10/month instead of $20/month.</p><a href="https://candymail.saasbase.dev">Click here to upgrade</a></p></div>",
}
]
}
]
}

Email 1 - When the user is getting close to free plan limits

Email 1

Email 2 - Giving an enticing timed offer for upgrade

Email 2
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Email 1 - When the user is getting close to free plan limits
Email 2 - Giving an enticing timed offer for upgrade