Automation compounds results. Build a strong welcome series, then layer behavioral flows (onboarding, activation, upsell, churn save). Keep each email focused on a single job and a single CTA.

Core Workflows

Welcome (1–3): value, proof, CTA → ask for a quick reply to boost engagement.
Onboarding: tips + milestones; compress time-to-value inside 7 days.
Activation Nudge: trigger if key action not completed by day 3–5.
Upsell: suggest the next plan/feature based on usage role and intensity.
Churn Save: detect inactivity; offer help, pause, or a lightweight plan.

Timing & Triggers

Use event triggers (signup, feature used, threshold hit) plus sensible delays. Respect local send windows and cap total automated touchpoints per week to prevent fatigue.

Templates You Can Copy

Subject: Welcome to {{product}} — start here

Hi {{first_name}},

Here’s your 3-step quick start:
1) Do {{aha_step}} — takes 60 seconds.
2) Import {{data}} — guided wizard.
3) Book a 10-min setup call (optional).

Reply “help” and we’ll jump in.

Segmentation Rules

Role/persona + plan tier.
Feature usage (last 7/30 days) and “aha” completion.
Lifecycle stage (new, active, slipping, dormant).

KPIs to Watch

Welcome open rate (45–65%).
Onboarding CTA CTR (8–15%).
Free→Paid conversion and time-to-value.

Explore Automation features or review pricing: plans.