Question

How do I automate email notification to user about trial ending soon using Zapier?

  • 8 August 2023
  • 5 replies
  • 39 views

My users are joining an app and starting trial. On start trial a stonly guide is launched. 

On the 11th day of free trial, if the user has not yet subscribed, I want to automate an email being sent to him notifying that the trial is ending soon. 

How can I accomplish this? 

 


This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

Userlevel 7
Badge +14

Hi @ande06 

Good question.

That will depend on what apps you are using.

  • What app are the users joining?
  • What app is being used to send the email?

Thank you for getting back to me. 

The app is our saas product a browser based platform. The status of a user i can only get from chartmogul where i have the real-time status - if user is in trial or if he subscribed . And i send emails via sendgrid but i also have the option to send with mailchimp. 

Userlevel 7
Badge +14

@ande06 

You may have to log the data in an Airtable.

Then update the records when they subscribed.

Airtable has Views, which are segments of data. (sort, filter, etc.)

Airtable Views can be used to trigger Zaps.

 

Thank you Troy, I will look into it. 

I would also be interested to connect to you for the possibility of working together to set all this up. 

How can we connect?

 

Userlevel 7
Badge +14

@ande06 

If you are interested in working with a Certified Zapier Expert, leads can be submitted here: https://zapier.com/experts/automation-ace