Beamprobe onboarding

4 emails over 7 days, counted from the day we signed up.

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Day 1First email
Email 1 · Activation nudgeAdd your first document to My first data roomAn empty room cannot be shared or tracked.
Day 43 days later
Email 2 · Trial ending3 days left on your Beamprobe Pro trialYour Pro trial ends on Friday 13 November.
Day 62 days later

What each email does

Day 1First emailActivation nudgeAdd your first document to My first data roomEncourages a new user to upload a first document so their data room is ready to share. It explains how to add files, highlights security options, and invites the recipient to reply if they need help.
Day 43 days laterTrial ending3 days left on your Beamprobe Pro trialWarns that the Pro trial is ending and explains what changes when the account moves to the Free plan. Offers a discounted three-month Pro option and a monthly plan.

Trial endingYour Beamprobe Pro trial ends tomorrowWarns that the Pro trial ends tomorrow and explains what changes when the account moves to the Free plan. Offers a one-time Pro package or a monthly plan.

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