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Automated sequence · email playbook

Trial-expiry and upgrade nudges

A trial-expiry and upgrade nudges playbook for SaaS & Startups, built automated sequence. Starting from a trial nears its end, Mailable designs every on-brand email in the flow and ships it through billing and the tools you already use - inbox-ready in every client.

Automated sequenceBuild mode: Runs automatically on triggers

Trigger

A trial nears its end

SaaS & Startups

Design engine

Mailable

Mailable

prompt → on-brand email

Brand kit

colors · fonts · voice

Who runs it

Build mode

Runs automatically on triggers

Growth & lifecycle

team

Product teams

team

Founders

team

Integrations

Synced via API & MCP

segment
salesforce
zapier
webhook

Sends to

Billing

Product events

CRM

How the flow works

Trigger: A trial nears its end

  1. 1

    Mailable designs a clear, friendly upgrade prompt with the value recap

  2. 2

    A reminder follows as the deadline approaches

  3. 3

    Converted users drop out of the flow automatically

  4. 4

    Renewal and dunning emails reuse the same brand kit

Who runs it

  • Growth & lifecycle
  • Product teams
  • Founders

Integrations

segment
salesforce
zapier
webhook

Synced from your stack; designs stay on-brand by default.

Build mode & destinations

Runs automatically on triggers

Billing

Product events

CRM

What keeps it on-brand & on-track

  • Timed to the trial deadline
  • One clear CTA to upgrade
  • Billing email that finally looks like your product

Automated sequence

Triggered by events from your stack - signup, purchase, inactivity - Mailable designs and sends every step automatically, with timing and branching you control.

Describe it. Ship beautiful email.

Start free, or talk to us about designing email at scale through the editor and the headless API.