Send trial-ended email and mark contact for follow-up
Send trial-ended email and mark contact for follow-up
Your self-service trial contacts sometimes expire without a follow-up email, leaving upgrade opportunities untracked. It sends the trial-ended email and flags the contact so follow-ups are visible same day.
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Overview
When trials lapse without outreach, upgrade opportunities go cold and campaign managers lack visibility into who was contacted. This flow emails expired trial users within hours and tags their CRM records so outreach status is clear to managers same day.