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Free-to-paid upgrade email automation

Show free-plan users what they’re missing, share proof, then offer a discount to upgrade. Convert more freemium users into paying customers.

Use this workflow free

How it works

Starts when the tag “free-plan” is added. 3 emails over 17 days.

  1. Wait 7 days
  2. Day 7: send “Unlock more with Pro”
    Design: New feature release template
  3. Wait 5 days
  4. Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  5. Day 12: send “How teams like yours use Pro”
    Design: Customer success story template
  6. Wait 5 days
  7. Only continue if the contact doesn’t have the tag “paid” (for example, hasn’t bought yet)
    Everyone else leaves the sequence here.
  8. Day 17: send “20% off your first 3 months of Pro”
    Design: Sale / discount code template

Frequently asked questions

What is a free-to-paid upgrade automation?

Show free-plan users what they’re missing, share proof, then offer a discount to upgrade. Convert more freemium users into paying customers.

How does the free-to-paid upgrade sequence start?

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

How many emails are in the free-to-paid upgrade sequence?

It contains 3 emails over 17 days. You can add, remove or reorder steps, change the waiting times and edit every email.

How do I set up this free-to-paid upgrade automation?

Create a free ENB Technologies account, go to Automations › New automation and choose “Free-to-paid upgrade”. It is created with every email designed in your brand. Review it, then click Activate.

Also searched as: freemium upgrade email, saas upsell sequence, upgrade to pro email, free plan conversion automation

At a glance

  • Goal: Convert more freemium users into paying customers.
  • Trigger: Tag added
  • Length: 3 emails over 17 days
  • Smart rules: skips people who unsubscribe; waits for double opt-in confirmation

Use this workflow free

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