Email Funnel

Overview

Drip campaigns sent automatically to leads (signup) and customers (post-purchase). Pre-built sequences for new-trial onboarding, abandoned-cart recovery, dormant-customer reactivation.

Step-by-Step Guide

1

Open Email Funnel

Settings → Email Funnel.

2

Pick a Sequence

Pre-built: Trial Onboarding (Day 1, 3, 7, 14, 28), Abandoned Cart (1hr, 24hr, 72hr), Win-back (30, 60, 90 days inactive).

3

Customize Each Email

Subject + body per step. Defaults are reasonable; tune for your tone.

4

Activate

Toggle Active. New triggering events (signup / cart-abandon / N days inactive) enter the sequence automatically.

5

Monitor

Per-sequence stats: open rate, click rate, conversion. Iterate on subject lines first (highest leverage).

Tips & Best Practices

Tip: A 4-email trial-onboarding sequence typically lifts trial→paid conversion by 15-25% — the highest-ROI marketing automation any SaaS can run.