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Email Campaign Example — Free-Trial Nurture Sequence

Example document for Marketing Email Campaign. Use this as a reference when creating your own.

For Informational Purposes

This document template is provided for informational purposes. Customize it for your specific needs.

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.

KPITargetHow it's measured
Open rate45%Platform open tracking
Click-through rate12%Platform link tracking
Trial-to-paid conversion9%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.

AttributeThis segment
Lifecycle stageActive free trial
Trigger to enterTrial started (account created)
Estimated size~600 new trials / month
ExcludedUsers who upgrade to paid (auto-removed on conversion)

3. The email sequence

EmailTimingSubject lineGoalCTA
1Day 0 (sign-up)Welcome to Tideflow — here's your 2-minute first winGet the user to connect a data source and see value fastConnect your first source
2Day 2The report most teams build firstDrive the core "aha" by showing the flagship featureBuild your first report
3Day 5How Northwind cut reporting time by 70%Build belief with a relevant proof pointRead the case study
4Day 9You're halfway through your trialRe-engage and remind of the upgrade benefit, with light urgencySee plans & pricing
5Day 13Your trial ends tomorrow — keep your dashboardsConvert before access expiresUpgrade 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.

Complexity

moderate

Risk Level

low