Trial Automation is one type of automation where emails can be sent out at fixed time slots to customers during their trial period so that they get to know of your product fully before the trial ends
Let’s setup Trial automation using Mailboat
Automation Trigger conditions are solely responsible for deciding if to trigger an automation based on incoming request.
Select the Audience for which you’d like to setup Retry trial automation
“If any condition” means that the automation will be triggered if any of the below given conditions match while “Only if all conditions” ensures automation is triggered only if all condition matches
Here we start the automation if a new contact is entered with the key “trial_start” and since it’s usually a date field, we want to trigger the automation if trial_start has any value
Create 3 Automation Emails with content spread out over 7 days (in case it’s 7 day free trial)
Note that the time delay is calculated from the first message and not after each message
In the above sequence, the first email is sent immediately once the contact with ‘trial_start’ is newly inserted or updated via API
The second email is sent 2 days after the insert/update operation happened while the third email is sent 4 days after the insert/update operation happened