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Trial conversion emails that stop when they pay.

Starts with the trial, recaps value near the end, and exits the moment someone subscribes. Timed for a 14-day trial by default.

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Automation path
Trial conversion

Context decides the send

Trial ending in 3 days

Audience

01

Plan is Pro

Condition

02

Renewal reminder

Message

03

Run recorded

Evidence

04
One recipient per dispatch

[ 01 / 05 ]The emails

What's in the trial conversion automation?

Two emails near the end of the trial, and an exit that fires the moment they pay.

01

Starts on trial_started

Your app sends the event when the trial begins.

02

Day 11, value recap

Remind them what they've done and what's left to try.

03

Day 13, last-day offer

A clear reason to decide before the trial ends.

04

Exits on subscription_started

The moment they pay, they leave the automation. No urgency emails after purchase.

What you can change

  • The trial length and delays
  • The offer, or no offer at all
  • Product data in each email
  • The exit event

[ 02 / 05 ]Example prompts

How do I build trial emails with my agent?

Your agent installs the automation paused and adapts it to your trial.

  • Install

    “Install the trial conversion automation for my project, paused, and show me both emails.”

  • Timing

    “Our trial is 7 days. Move the emails so they land on days 5 and 6.”

  • Personalise

    “Use the projects_created attribute to recap what each trial user has built so far.”

  • Check the exit

    “Confirm the automation exits on subscription_started, then send me a test of each email.”

[ 03 / 05 ]Events

Which events does my app send?

Two events. One starts the automation, the other ends it.

Use the event that proves payment, not a pricing-page click.

Terminal
# When the trial starts
curl -X POST https://sendandretain.com/api/v1/events \
  -H "Authorization: Bearer $AEM_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "email": "[email protected]", "name": "trial_started" }'

# When they pay (this ends the automation)
curl -X POST https://sendandretain.com/api/v1/events \
  -H "Authorization: Bearer $AEM_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "email": "[email protected]", "name": "subscription_started" }'

[ 04 / 05 ]Progress, not countdowns

Why segment trials by progress, not days left?

Trigger

Countdown trial email

An imported expiry date

Product-aware trial automation

The trial_started event, with account context

Message

Countdown trial email

The same countdown for everyone

Product-aware trial automation

Based on what they've done and what's left

Exit

Countdown trial email

Runs to the end of its schedule

Product-aware trial automation

Stops the moment they subscribe

Measure

Countdown trial email

Opens and clicks

Product-aware trial automation

Conversions and activation events

Questions people ask us

Make every trial email match real progress.

Send two events, let your agent build the automation, and turn it on when it's right.