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Question

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


ande06

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? 

 

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5 replies

Troy Tessalone
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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?

ande06
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  • 2 replies
  • August 8, 2023

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. 


Troy Tessalone
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@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.

 


ande06
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  • New
  • 2 replies
  • August 8, 2023

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?

 


Troy Tessalone
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@ande06 

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