Ready-to-Use Templates
Copy these templates and customize them for your needs. Each includes HTML and plain text versions.
You'd save {{annualSavings}} by switching to annual
Based on your {{currentPlan}} plan, here's what annual billing would save you.
This week only: Extra {{bonusDiscount}} off annual plans
Switch to annual by {{deadline}} and save even more than usual.
Your year with {{productName}}: {{topMetric}}
It's been a year. Here's what {{productName}} did for you - and why annual makes sense.
Prices are going up - lock in your current rate
Switch to annual before {{increaseDate}} and keep your current pricing forever.
{{percentSwitched}}% of {{currentPlan}} users chose annual
They're saving an average of {{avgSavings}}/year. Here's what they said.
3 months in - here's a way to save {{annualSavings}}
You've been using {{productName}} for 3 months. Time to talk about paying less.
Your team of {{seatCount}} could save {{teamSavings}}/year
Annual billing saves {{savingsPerSeat}}/seat. With {{seatCount}} seats, that adds up fast.
Your annual discount expires tomorrow
Just a heads up - the {{bonusDiscount}} annual deal ends {{deadline}}.
A personal note (and a deal for loyal customers)
From {{founderName}}: You've been with us {{monthsActive}} months. I wanted to say thanks.
Make next year's budget simpler (and cheaper)
One predictable line item instead of 12. Plus you save {{annualSavings}}.
Annual billing questions? Here are the honest answers
What happens if you cancel, how proration works, and whether it's actually worth it.
Switch to annual, get a {{bonusValue}} bonus
Annual billing saves you money. This month, we're adding a {{bonusValue}} bonus on top.
Monthly vs annual: here's what you're missing
Beyond the savings, annual subscribers get a few extras you might not know about.
Best Practices
Personalize savings with the subscriber's actual plan and pricing
Time annual offers after the subscriber has proven value (3+ months)
Make switching frictionless - explain proration and that nothing changes
Use year-in-review data to show the value they've received
Combine annual offers with price increase announcements for maximum conversion
Common Mistakes
Pushing annual plans before users have proven value (too early)
Not showing the actual dollar savings for their specific plan
Creating fear about being locked in - emphasize that features stay the same
Fake urgency with deadlines that aren't real
Not explaining how proration works when switching mid-cycle
Subject Line Examples
Timing & Performance
Personalization Tips
Annual billing is your best retention tool
Monthly billing gives subscribers 12 chances per year to cancel. Annual billing gives them one. The math is simple: annual subscribers retain at 3-5x the rate of monthly subscribers. Every monthly subscriber you convert to annual is revenue you're much more likely to keep.
But you can't just hope they notice the annual option. You need to proactively show them the savings at the right time.
Personalized savings convert better than generic offers
"Save 20% with annual billing" is fine. "You'd save $118 per year on your Pro plan" is much better. Pull the subscriber's actual plan and pricing into the email so the savings feel real and specific. When someone sees the exact dollar amount they'd save, the decision becomes about math, not commitment.
Price increases are your best annual conversion event
When you raise prices, give existing subscribers a window to lock in their current rate by switching to annual. This turns a potentially negative event (price increase) into a positive one (savings opportunity). It's the highest-converting annual plan campaign you can run.
Build Beautiful Email Sequences for Your SaaS
Sequenzy helps SaaS founders create automated email sequences that convert. From onboarding to retention - all in one platform.
Frequently Asked Questions
Related Templates
SaaS Upgrade & Upsell Email Templates
Expand revenue from existing customers with upgrade and upsell emails that feel helpful, not pushy.
Promotional Email Templates
Drive sales and conversions with promotional emails that get opened, read, and clicked.
Email Templates for Stripe Users
Automate payment emails for Stripe-powered products - receipts, dunning, trial conversions, refunds, and subscription updates triggered by Stripe events.