You need to help your users get the most value from your product, or a specific part of your product. In most cases, these are users who are trying your product for free but who you hope that after two weeks, a month or a quarter will convert to paying customers. 

Below, we’ll show you how to to create a Series, that educates and inspires your customers at the right time, the right way, and in the right place. You’ll guide your customers from their first steps, right through to conversion. 

All you have to do is define your goal, choose who enters your series and write your messages. Then once it's live, we’ll automatically send the right messages to the right people at the right time. 

If you’d like to convert your trial users to paying customers, your goal will be something like ‘Paid is true.’ 

Pro tip: We recommend setting a goal for each individual message in your series too. That way you can see which messages are working and which need to be improved or paused. 

Add at least one entry rule block, and define the audience. Your onboarding audience would be something like ‘Signed up less than 30 days ago’ and ‘Paid is false.’ 

During onboarding, you’ll want to highlight more features and expose more value as customers dig deeper into your product. 

The types of messages you create and the times you choose to send them will depend on your customer’s needs. But here are some examples you can seek inspiration from: 

On day 1 customers should receive a warm welcome message. This should provide a clear next step to help them get started with your product. Your rule here would be ‘Web sessions is greater than 1.’ 

Here’s more tips for writing your welcome message. 

A few days after they’ve signed up, you should send your users a follow up message to let them know you’re there to help if they need anything. It’s a good idea to target users who ‘Entered your series 4 days ago’, for example. 

Check out these tips on how to write your follow up message. 

If you have a mobile app, you could send a push message to customers right after they upload their first project, for example. This message should guide users toward taking the next important step. Your rule here would be something like ‘Uploaded projects is greater than 0.’ 

There’s some powerful message engagement rules that let you target users who engage with your messages:

Pro tip: Target users who engage with your messages but don't perform your desired action and send them a gentle nudge. 😉  

After customers use your project feature for the third time, you could introduce them to your best practices on how to make the most of their projects. Your rules here would be something like ‘Created project count is 3’.

When customers don’t take an important first step you should send them an activation email to try and bring them back into your app. For example, if it’s important that your new users create a project, your rules could be, ‘Entered series more than 3 days ago’ and ‘Projects is 0.’ Your message should make it as easy as possible for users to take action and highlight the benefits of doing so. 

Here’s some more tips for writing your activation email.

2 days before their trial ends, unconverted customers should get a message with an incentive, like a discount. If your trial is 30 days, for example, you should target users who ‘Entered your series 28 days ago.’