Sales & Follow-up Templates

SaaS Trial Conversion Email Templates

Most trials end without a purchase. These emails change that.

Trial users who don't convert aren't saying no — they're saying 'not yet.' The right email at the right moment reminds them why they signed up, shows the value they'll lose, and makes upgrading easy. These templates cover the entire trial-to-paid journey.

Ready-to-Use Templates

Copy these templates and customize them for your needs. Each includes HTML and plain text versions.

Value Recap (Midpoint)
Halfway through trial — show value they've gotten so far
Mid-trial value reinforcement
Subject Line

Here's what you've accomplished with {{productName}} so far

Preview Text

Your trial stats are impressive.

Personalization Variables:
{{productName}}{{firstName}}{{statOne}}{{statTwo}}{{statThree}}{{daysLeft}}{{upgradeUrl}}{{companyAddress}}
Email Preview
Trial Ending Soon
3 days before expiration — gentle urgency
Creating urgency without being aggressive
Subject Line

Your {{productName}} trial ends in 3 days

Preview Text

Here's what happens when your trial ends.

Personalization Variables:
{{productName}}{{firstName}}{{expiryDate}}{{startingPrice}}{{lossOne}}{{lossTwo}}{{upgradeUrl}}{{companyAddress}}
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Last Day
Trial expires tomorrow — final push
Final conversion push before trial ends
Subject Line

Last day: your {{productName}} trial expires tomorrow

Preview Text

This is your last chance to keep everything.

Personalization Variables:
{{productName}}{{firstName}}{{keyFeature}}{{pricingUrl}}{{dataRetentionDays}}{{companyAddress}}
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Trial Expired — Come Back
1-3 days after trial expires for users who didn't convert
Post-trial recovery for unconverted users
Subject Line

Your trial ended — but your data is still here

Preview Text

Reactivate your account before we remove it.

Personalization Variables:
{{productName}}{{firstName}}{{dataRetentionDays}}{{upgradeUrl}}{{companyAddress}}
Email Preview

Best Practices

Use personalized usage data in your value recap — 'You sent 5 campaigns' beats generic feature lists.

Be clear about what happens when the trial ends — ambiguity causes anxiety, not upgrades.

Make pricing visible. Don't make users hunt for plan information.

Include a low-friction upgrade path — one click to pricing, one click to pay.

Don't threaten data deletion aggressively — offer a grace period to show goodwill.

Common Mistakes

Starting conversion emails too late — the last day is too late to change someone's mind.

Only using urgency without reinforcing value — 'your trial is ending' without 'here's what you'll lose.'

Hiding pricing or requiring a demo to see plans — this kills self-serve conversion.

Sending the same email to active and inactive trial users.

Subject Line Examples

Timing & Performance

Best Days
Tuesday, Wednesday, Thursday
Best Times
9:00 AM, 2:00 PM
Open Rate
25-35%
Click Rate
3-5%

Personalization Tips

Personalize With Usage Data

"You've sent 3 campaigns and added 500 subscribers" converts better than "Try our powerful email marketing platform." Personalized usage stats remind trial users of the value they've already invested — making it harder to walk away.

The 3-Day Window Is Critical

The last 3 days of a trial account for the majority of conversions. This is where clear urgency, transparent pricing, and easy upgrade paths matter most. Front-load your best conversion messaging here.

Post-Trial Isn't Game Over

25% of trial conversions happen after the trial ends. Keep the user's data safe, send one well-crafted "your data is still here" email, and make reactivation one click. The sunk cost of their setup is your strongest conversion lever.

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Frequently Asked Questions

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