How to Set Up Trial Expiration Email Sequences for SaaS

Your trial expiration emails are the highest-stakes emails your SaaS sends. A user has been trying your product for days or weeks. They've invested time. They know what you offer. Now they need to decide: pay or leave.
Most SaaS companies approach this moment badly. They send a single "your trial is ending" email on the last day, hoping urgency alone will convert users. It doesn't work. Users who weren't planning to convert ignore it. Users who were planning to convert might have already done so.
A proper trial expiration sequence starts earlier, addresses objections, and creates conversion opportunities throughout the final stretch of the trial. Here's how to build one.
Understanding the Trial Expiration Window
Before building emails, understand the psychology of trial expiration. Users don't make purchase decisions on the last day of their trial. They make them earlier, usually around the midpoint or in the final third.
By the time a trial actually expires, most users have already decided. Some will pay. Some have already left mentally, even if their trial is technically still active. Your job is to influence the decision earlier, not to create last-minute panic.
This means your trial expiration sequence should start 5-7 days before expiration for a 14-day trial, or 3-5 days before for a 7-day trial. Starting earlier gives you time to address objections, remind users of value, and make the conversion process easy.
The sequence typically includes 3-5 emails. More than that feels like harassment. Fewer than that misses opportunities to catch users at the right moment.
Email 1: The Value Reminder (5-7 Days Before)
The first email in your sequence isn't about the trial ending. It's about the value the user has gotten (or could still get) from your product.
Start by acknowledging where they are. "You've been using [Product] for about a week" or "You're halfway through your trial" orients them. Then remind them of what they've accomplished. If you track usage data, reference it specifically. "You've created 3 automations that have sent 247 emails" is more powerful than "You've been using our automation features."
If the user hasn't been very active, take a different approach. Highlight what they could accomplish in the remaining time. "You still have a week left to try [key feature]" gives them a reason to re-engage.
Don't mention pricing in this email. Don't ask them to upgrade. The goal is to reinforce value, not to sell. Users who feel they've gotten value are more likely to convert. Users who feel pressured are more likely to bounce.
Include a soft CTA like "Need help getting more out of your trial? Reply to this email and I'll help you out." This opens a conversation that can lead to conversion.
Email 2: The Objection Handler (3-4 Days Before)
By this point, users who are considering your product have questions or concerns. They might be wondering about pricing, comparing you to competitors, or unsure if your product fits their needs.
This email addresses common objections directly. Pick the 2-3 most common concerns and answer them.
Pricing is almost always a concern. Don't just tell them to check the pricing page. Explain why your pricing makes sense. "For less than the cost of [comparison], you get [benefit]." If you have a money-back guarantee, mention it here. If you offer annual discounts, mention those too.
Integration or switching concerns are common. "Worried about switching from your current tool? Our import makes it easy, and our support team will help you migrate." Address the friction of change.
Fit concerns matter for complex products. "Not sure if [Product] is right for your use case? Here are some examples of how similar companies use it." Case studies or testimonials work well here.
The CTA for this email can be more direct. "Start your subscription" or "See pricing options" is appropriate because you're now in the conversion window.
Email 3: The Urgency Email (1-2 Days Before)
Now it's time to create urgency. The user's trial is genuinely ending soon, and they need to make a decision.
Be direct about the timeline. "Your trial ends in 2 days" is clear. Don't be coy or bury this information.
Summarize the value proposition one more time, but briefly. This isn't the time for a long explanation. Users know what your product does by now. A quick reminder is enough.
Address the "what happens next" question. If they don't convert, do they lose their data? Can they export it? Can they come back later? Being transparent about what happens when the trial ends actually increases conversion because it removes uncertainty.
If you offer a trial extension, this is the place to offer it. "Need more time? Reply to this email and I'll extend your trial for another week." Some users genuinely need more time, and an extension is better than losing them entirely.
Make the upgrade process as easy as possible. Include a direct link to the checkout page. Remind them of the plan that makes the most sense for their usage. Remove any friction between reading this email and becoming a customer.
Email 4: The Final Day Email
On the last day, send a clear "this is it" email. Some users need the deadline to take action. Procrastinators are real, and some of them will convert at the last minute if you remind them.
Keep this email short. "Your trial ends today" as the opening line. A brief reminder of what they'll lose access to. A button to upgrade. That's it.
This isn't the time to introduce new information or make long arguments. Users have received your other emails. They know the value proposition. They just need a nudge to act before time runs out.
Be careful with tone. Urgency is fine. Desperation is not. "Your trial ends today" is urgency. "Don't miss out! This is your LAST CHANCE!" is desperation. The first works. The second damages your brand.
Email 5: The Trial Ended Email (Optional)
After the trial actually ends, you have one more opportunity. A "your trial has ended" email can convert users who intended to subscribe but forgot, or who want to subscribe but need a reminder about how.
This email acknowledges that the trial has ended and offers a path back. "Your trial ended, but your data is still here. Upgrade within the next 7 days and pick up right where you left off."
Some companies include a discount in this email as a final push. That's a judgment call. Discounts can hurt perceived value and train users to wait for offers. But they also convert users who would otherwise be lost. Know your economics and decide accordingly.
If you don't want to offer a discount, offer value instead. "Your trial ended, but I'd love to give you a quick demo to show you what you might have missed." A personal touch can work where discounts feel too salesy.
Timing and Automation Setup
The technical setup requires tracking trial end dates and triggering emails relative to that date.
For each user, you need to know when their trial ends. This is usually stored as a date field on the user record. Your automation triggers based on days until that date. "5 days before trial_end_date" triggers the first email. "1 day before trial_end_date" triggers the urgency email.
Make sure to handle timezones appropriately. If a user's trial ends on January 15th, you want the "trial ends tomorrow" email to arrive on January 14th in their timezone, not yours.
Build in suppression logic. If a user converts mid-sequence, stop sending trial expiration emails immediately. Nothing looks worse than asking someone to upgrade right after they already did.
Also suppress users who have completely disengaged. If someone hasn't logged in for the last 10 days of their trial, they're not converting. Sending them four expiration emails is just annoying. Instead, move them to a different sequence focused on re-engagement.
Personalization That Actually Works
Generic trial expiration emails underperform. Personalized ones convert better because they feel relevant.
At minimum, use the user's name and reference their specific trial end date. "Sarah, your trial ends on Friday" is more compelling than "Your trial is ending soon."
Better personalization references their usage. "You've built 5 email campaigns in your trial" shows you're paying attention. If they haven't used a key feature, reference that: "You haven't tried our automation feature yet. It's one of the things customers love most."
Best personalization adapts the email content based on user behavior. Power users who've been very active get emails focused on ensuring continuity. Inactive users get emails focused on showing them what they're missing. Different messages for different situations.
Measuring and Optimizing
Track these metrics for your trial expiration sequence:
Open rates for each email tell you if your subject lines are working and if users are still engaged. Expect decreasing open rates through the sequence, but anything below 30% for later emails suggests disengagement.
Click rates tell you if your CTAs are compelling. Good trial expiration emails see 10-20% click rates.
Conversion rate is what matters most. What percentage of users who enter the trial expiration sequence end up converting? Track this overall and by email (which email drove the conversion).
Also track opt-outs and spam complaints. If your sequence is too aggressive, you'll see elevated unsubscribe rates. That's a signal to pull back.
Test different approaches. Try different subject lines, different email timing, different levels of urgency. Small improvements in trial conversion compound into significant revenue over time.
Common Mistakes
Starting too late is the most common mistake. If your first expiration email goes out on the last day of the trial, you've missed the window when users are actually making decisions.
Being too aggressive is almost as common. Four emails in two days, each more desperate than the last, hurts your brand and annoys users. Space your emails appropriately and maintain a professional tone.
Ignoring segmentation wastes the opportunity to personalize. Users who've been very active need different messaging than users who signed up and never came back. Build different sequences for different user states.
Not having a clear CTA in each email leaves users without a path to convert. Every email should include an obvious, easy way to start a subscription.
Forgetting mobile optimization means your emails look broken for the 50%+ of users who read on their phones. Check every email on mobile before sending.
The Sequence in Action
Put it all together and your trial expiration sequence looks like this:
Day 7 before expiration: Value reminder email highlighting what they've accomplished and what they could still explore.
Day 4 before expiration: Objection handler addressing pricing, switching concerns, and fit questions.
Day 2 before expiration: Urgency email with clear timeline and easy path to conversion.
Day 0 (trial end day): Final reminder with short, direct message.
Day 1 after expiration (optional): Trial ended email with path back.
This sequence respects the user's intelligence, provides value at each step, and creates multiple opportunities to convert. It's the foundation of trial conversion for SaaS, and getting it right has an outsized impact on your revenue growth.