Trial conversion: email + WhatsApp automation

Welcome trial users by email, send a WhatsApp getting-started tip, share tutorials and remind them before the trial ends. Get trial users to their first success fast, and convert more of them.

Use this workflow free

How it works

Starts when the tag “trial-started” is added. 4 emails + 1 WhatsApp over 14 days.

Day 0: send “Welcome to your free trial”
Design: Welcome template
Wait 1 day
Day 1: send the WhatsApp message “Getting started tips”
Template: Getting started tips WhatsApp template
Wait 4 days
Day 5: send “3 tips to get results fast”
Design: How-to / product tutorial template
Wait 6 days
Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
Everyone else leaves the sequence here.
Day 11: send “Your free trial ends in 3 days”
Design: Free trial ending template
Wait 3 days
Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
Everyone else leaves the sequence here.
Day 14: send “Last day: keep everything you’ve set up”
Design: Last chance / sale ends tonight template

Frequently asked questions

What is a trial conversion: email + whatsapp automation?

Welcome trial users by email, send a WhatsApp getting-started tip, share tutorials and remind them before the trial ends. Get trial users to their first success fast, and convert more of them.

How does the trial conversion: email + whatsapp sequence start?

Starts when the tag “trial-started” is added. Each contact then moves through the steps on their own schedule.

How many messages are in the trial conversion: email + whatsapp sequence?

It contains 4 emails + 1 WhatsApp over 14 days. You can add, remove or reorder steps, change the waiting times and edit every message. WhatsApp steps use Meta-approved message templates, sent from your own WhatsApp Business number.

How do I set up this trial conversion: email + whatsapp automation?

Create a free ENB Technologies account, connect your WhatsApp Business number, then go to Automations › New automation and choose “Trial conversion: email + WhatsApp”. Review the messages, then click Activate.

Also searched as: saas trial whatsapp onboarding, trial conversion sequence, free trial email and whatsapp, product activation flow

At a glance

Goal: Get trial users to their first success fast, and convert more of them.
Trigger: Tag added
Length: 4 emails + 1 WhatsApp over 14 days
Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

Trial conversion: email + WhatsApp automation

How it works

Frequently asked questions

At a glance

Related workflows