Email Campaign Example — Free-Trial Nurture Sequence
Example document for Marketing Email Campaign. Use this as a reference when creating your own.
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Document: Marketing Email Campaign
Example Document
Last updated 6/4/2026
Email Campaign Plan — Free-Trial Nurture for Tideflow Analytics
Campaign name: Free-Trial Nurture — Tideflow Analytics Owner: Priya Desai, Lifecycle Marketing Date: 4 June 2026 Send window: Trigger-based over each user's 14-day trial
1. Objective & KPIs
Primary objective: Convert 9 percent of new free-trial users to a paid plan within their 14-day trial.
| KPI | Target | How it's measured |
|---|---|---|
| Open rate | 45% | Platform open tracking |
| Click-through rate | 12% | Platform link tracking |
| Trial-to-paid conversion | 9% | Billing system attribution |
| Unsubscribe rate | < 0.5% | Platform unsubscribe tracking |
2. Audience & segment
Who receives this campaign: Users who started a free trial of Tideflow's Pro plan and have not yet upgraded.
| Attribute | This segment |
|---|---|
| Lifecycle stage | Active free trial |
| Trigger to enter | Trial started (account created) |
| Estimated size | ~600 new trials / month |
| Excluded | Users who upgrade to paid (auto-removed on conversion) |
3. The email sequence
| Timing | Subject line | Goal | CTA | |
|---|---|---|---|---|
| 1 | Day 0 (sign-up) | Welcome to Tideflow — here's your 2-minute first win | Get the user to connect a data source and see value fast | Connect your first source |
| 2 | Day 2 | The report most teams build first | Drive the core "aha" by showing the flagship feature | Build your first report |
| 3 | Day 5 | How Northwind cut reporting time by 70% | Build belief with a relevant proof point | Read the case study |
| 4 | Day 9 | You're halfway through your trial | Re-engage and remind of the upgrade benefit, with light urgency | See plans & pricing |
| 5 | Day 13 | Your trial ends tomorrow — keep your dashboards | Convert before access expires | Upgrade to Pro |
Exit conditions: A user is removed from the sequence the moment they upgrade to a paid plan, reply to any email, or unsubscribe.
4. Success metrics
- Headline metric: Trial-to-paid conversion rate (target 9 percent within the trial window).
- Review date: 30 days after launch, reviewing the full cohort's sequence performance, not single emails.
- Benchmark / comparison: The previous flat single-email "your trial is ending" approach, which converted ~5 percent.
5. Deliverability checklist
- Sending domain (mail.tideflow.com) authenticated with SPF, DKIM, and DMARC
- All recipients opted in by starting a trial and accepting the terms
- List excludes hard bounces; trial accounts inactive 90+ days suppressed
- Unsubscribe link present in every email
- Plain-text version generated alongside each HTML email
- Subjects and copy reviewed against spam-trigger checklist
- From-name "Priya at Tideflow" consistent across the sequence
- Test sends reviewed on iOS, Android, and desktop before launch
Notes
A worked example for a fictional SaaS; the company, numbers, and copy are illustrative.
About this Example
Part of the Marketing Email Campaign document collection
Document Type
Marketing Email Campaign
A planned sequence of emails with goals, audience, messaging, and a sending schedule.