Customer email journeys

FLOW

How it works

Connect Your Data

Easily pull in user events from PostHog or Mixpanel so you can use real-time behavioral data for targeted campaigns.

Set Up Behavior-Based Triggers

Define Engagement Points - Automate emails based on real-time user interactions—like sign-ups, product usage milestones, or inactivity periods.

Incorporate Sales and SDK Events - Leverage sales funnel triggers (e.g., trial expiry or demo requested) and custom SDK events to launch personalized drip sequences.

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Leverage Pre-Built or Custom Campaigns

Start with Best-Practice Templates - Quickly deploy onboarding, upsell, cross-sell, or re-engagement campaigns tailored for SaaS.

Customize or Build from Scratch - Adjust visuals, copy, and branding in a simple drag-and-drop editor. Add conditional branching to adapt emails based on user actions.

Optimize with A/B Testing & Analytics

Test & Tweak: Experiment with subject lines, copy variations, send times, and CTA placements.
Track User Actions: Subscribe to specific in-product events to confirm users actually perform the targeted action after the campaign is saved.
Optimize with Analytics: Monitor open rates, clicks, and conversions to refine your approach and improve results over time.

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Campaign example

Let's look at real world drip email-campaign setup

Load & Segment Your Data

Create an “Onboarding” Segment - Automatically tag or segment contacts who’ve just signed up, ensuring all newcomers receive targeted onboarding emails.

Set Up Behavior-Based Triggers

Identify Key Onboarding Milestones - For example: account creation, first login, completion of a setup task, or a period of inactivity.

Configure Automated Workflows - In your drip campaign builder, create triggers that send an email when users hit these milestones or time-based events (e.g., 3 days of inactivity).

Choose or Customize an Onboarding Campaign

Select a Pre-Built Template - If available, start with a tried-and-tested SaaS onboarding template. This often includes welcome emails, product tours, and follow-up messages.

Personalize Content - Use a drag-and-drop editor to tailor subject lines, add personalized greetings, or embed product screenshots. Ensure messaging speaks directly to the user’s onboarding journey.

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Launch & Optimize with Analytics

A/B Test Key Elements - Experiment with subject lines, send times, or CTA designs to find the most effective variations.
Monitor Performance Metrics - Track open rates, click-through rates, and conversions. Use this data to refine content and timing, ensuring continuous improvement in the onboarding experience.

USE-cases

Optimize Every Stage of the SaaS Customer Lifecycle

Converting Free to Paid Users

Turn free-tier users into paying customers with automated upsell campaigns. Highlight premium benefits based on user activity or milestone achievements.

Gather Actionable Insights from your customers

Use email journeys to request feedback at critical moments, such as after achieving a milestone or completing a major project within your platform.

Re-engage Inactive Users

Automatically re-engage inactive users with personalized emails showcasing new features, success stories, or special offers. Revive interest, reduce churn, and reactivate fading relationships effectively.

Upselling and Cross-Selling

Identify opportunities to expand customer value. Offer relevant upgrades, add-ons, or complementary products automatically to boost revenue.

Drive Feature Engagement

Boost feature adoption with targeted customer journeys triggered by user actions. Provide educational content and walkthroughs to enhance product use, satisfaction, and retention.

Seamless Onboarding Experience

Guide new users with personalized email workflows, tutorials, and reminders. Help them discover value quickly to boost activation rates and set the stage for long-term engagement.

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Features

Cutting-Edge Features Tailored for your SaaS Success

Predict churn with early warning indicators like inactivity or declining usage—powered by our front-end SDK, which tracks real-time user behavior across your product

Group users based on behavior, intent, or demographics. Create hyper-targeted campaigns for upsells, renewals, or re-engagement, ensuring relevant communication.

Create personalized email workflows in minutes using an intuitive, visual editor. Design drip campaigns for onboarding, upselling, retention, and more—no coding required.

Gain actionable insights with detailed metrics on engagement, drop-off rates, and churn patterns. Use data to continuously optimize customer journeys and drive results.

Fine-tune your customer journey to perfection with our A/B Testing feature. Experiment with different email elements—subject lines, content, images, and call-to-actions—to see what resonates best with your audience

Automatically trigger workflows from events like trial expirations, billing changes, or customer milestones. Integrate with Stripe or Paddle for timely responses, or use our custom front-end SDK to capture unique in-app events.

Components

Building blocks of Customer email journeys

Our Customer Email Journeys feature is designed to help small to mid-size SaaS companies effectively manage and automate their email marketing strategies. Here’s a detailed breakdown of the three core components of our customer journeys: Rules, Triggers, and Actions.

Trigger

Triggers are events that start or progress an email journey. They activate specific actions based on user actions or predefined criteria.

Rule

Rules are conditions set within the email journey that determine the path users take based on their interactions and status. They help tailor the journey to individual user needs and behaviors, enhancing personalization and effectiveness.

Action

Actions are the tasks executed at various points in the email journey in response to triggers and as dictated by the rules.

Component

Comprehensive Analytics

Our Customer Email Journeys feature is equipped with robust analytics capabilities that allow you to track and measure the effectiveness of each stage in your email journeys.

Available metrics for each stage

Click-Through Rate (CTR)

CTR measures the percentage and absolute number of recipients who click on links within an email or survey. This includes clicks on CTAs, links to blog posts, product pages, or promotional offers.

Open Email Rate

This metric indicates the percentage and absolute number of recipients who open an email or survey at a specific stage of their journey. It is crucial for assessing the initial appeal of your emails and the effectiveness of your subject lines.

Conversion Rate

The conversion rate measures the percentage and absolute number of recipients who successfully complete a specific stage within the journey.

TEMPLATeS

Ready-to-Use Drip Email Campaigns Templates

Simplify your customer engagement with pre-built templates focused on reducing churn and boosting retention.

Billing and Subscription Campaigns

Seamlessly manage billing-related touchpoints.

Trial Expiration Reminders: Nudge free users to convert to paid plans.
Failed Payment Alerts: Recover revenue with automated dunning emails.
Renewal Reminders: Encourage renewals with timely notifications.

Re-engagement and Win-Back Series

Prevent churn by re-engaging at-risk customers.

Inactivity Alerts: Send reminders after periods of inactivity.
Reduced Engagement Workflows: Reconnect with users showing declining usage.
Win-Back Campaigns: Offer incentives or discounts to lapsed customers.

User Feedback and Advocacy Campaigns

Gather insights and turn satisfied users into promoters.

Feedback Requests: Collect input to improve your product.
Referral Campaigns: Reward users for inviting others.
Review Requests: Encourage positive reviews to build trust.

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Upsell and Cross-Sell Campaigns

Maximize revenue from existing customers.

Plan Upgrade Prompts: Encourage upgrades with feature-focused messaging.
Add-On Recommendations: Highlight complementary features or services.
Success Stories: Showcase how others benefited from premium plans.

Onboarding Series

Kickstart user engagement and ensure activation.

Welcome Series: Guide users through account setup and key features.
Feature Highlights: Encourage exploration of underused features.
First Milestone Celebration: Build excitement by recognizing early achievements.

Optimize your SaaS: Reduce Churn with Automated Email Drip Campaigns Built for SaaS

How it works

Connect Your Data

Set Up Behavior-Based Triggers

Leverage Pre-Built or Custom Campaigns

Optimize with A/B Testing & Analytics

Let's look at real world drip email-campaign setup

Optimize Every Stage of the SaaS Customer Lifecycle

Converting Free to Paid Users

Gather Actionable Insights from your customers

Re-engage Inactive Users

Upselling and Cross-Selling

Drive Feature Engagement

Seamless Onboarding Experience

Cutting-Edge Features Tailored for your SaaS Success

Churn Prevention Toolkit

Dynamic audience segmentation

Intuitive Drip Campaigns Builder

Advanced Metrics & Analytics

A/B testing

Event-Based Automation

Building blocks of Customer email journeys

Trigger

Rule

Action

Comprehensive Analytics

Available metrics for each stage

Ready-to-Use Drip Email Campaigns Templates

Join waitlist