Simple 30 day trial nurture

Activate and convert leads into customers during a 30 day SaaS trial.

About this template

This journey is designed to target all trial users of your product during a 30 day period with relevant communications everyone needs to receive. It's not designed to: - nudge users to take certain actions or behaviors; or - assign sales leads and schedule appointments. That doesn't mean you can't or shouldn't do these things, but as a best practice I like to separate them into 3 journeys: "Welcome", "Activation" and "Sales Communications". Each serves a different purpose and goal of your automated onboarding system. This journey is specifically designed for mission critical communications at key stages of the trial.
Tags: Customer Acquisition, Customer Onboarding, Software as a Service (SaaS), B2B Marketing, and Lead Nurturing
Integrations: Facebook, Headsup

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey


Form Submitted
Add a contact to a journey when they submit a form.
Smart Segment Trigger
Add contacts on a smart segment to a journey.


Send Email
Send a contact a personalized marketing or transactional email.
Show Headsup Message
Show a contact a personalized message on a website, landing page, blog or inside an app.
Add to Facebook Custom Audience
Add a contact to a Facebook Custom Audience.
Remove From Facebook Custom Audience
Remove a contact from a Facebook Custom Audience.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

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What’s Autopilot? Watch this video to learn more.