Guide new trial users toward activation, branch by product usage, and send the upgrade CTA only when the account has seen enough value.
Signup → welcome → upgrade Flow → conversion stack. Trial-to-paid without leaving chat.
Templates, branches, and the setup for this workflow, in one playbook.
Get the playbookMarketing templates guiding trial users through upgrade Flow and confirmation stack.
Welcome {{first_name}} 🚀 Your Pro trial is live — {{trial_days_left}} days to explore everything.
Need help getting set up? Tap below anytime.
Hi {{first_name}} — keep your workflows and data. Choose a plan — billing starts after trial.
Plan
Billing
Powered by Flowella · Stripe
{{first_name}}, your trial ends tomorrow. Upgrade now to avoid losing automations.
Payment confirmed — you're on Pro until {{renewal_date}}. Thanks for choosing us 🎉
Trial welcome — image header with days remaining.
Upgrade Flow — plan chips, billing cycle, terms checkbox.
Conversion stack — last-day urgency plus success confirmation.
Most trials fail quietly. WhatsApp creates a direct path from signup to activation, help, and upgrade.
Users sign up with intent but lose momentum before they reach the product moment that proves value. Behavior-based nudges recover that momentum.
Add product event triggers, PQL scoring, team-invite branches, account owner routing, and Stripe payment-success suppression.
Do not message every login, suppress paid accounts instantly, avoid hard-sell copy before activation, and respect quiet hours by user locale.
The point: trials convert when users reach value before the clock runs out.
Once the messages matched product usage, the upgrade CTA stopped feeling early.
Filter by platform, category, or industry to find the play that fits.
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