saas-trial

A B2B free trial end to end: welcome, activation, a team invite, notice before the trial ends, and the two ways it can close.

See the emails this blueprint sends

Automations

Automation	What it does
activated	Congratulates someone on their first project and says what is next.
activation-nudge	Helps a trial that has not created its first project yet.
invite-your-team	Asks someone working alone to bring their team in.
trial-converted	Welcomes a trial that became a paid subscription.
trial-ended	Tells someone their trial has ended and what happens now.
trial-ending	Gives three days’ notice before a trial ends.
trial-welcome	Opens a trial with the one thing to do first.

Events it needs

These are names your own app sends through track, not names Cowliss defines. Rename them in the copied files to whatever your app already sends.

Event	Named by
invite.sent	invite-your-team
project.created	activated-users, activation-nudge, unactivated
subscription.created	converted, trial-converted, trial-ended, trial-ending, trialing
trial.started	trial-converted, trial-ending, trial-welcome, trialing, unactivated

Traits it reads

These are traits your own app sends through identify, and the blueprint’s segments compare them. Until your app sends one, nobody matches.

Trait	Read by
trialEndsAt	trial-ended, trial-ending

trialEndsAt is the moment the trial ends, as an ISO 8601 date or epoch milliseconds. Send it on identify when the trial starts, and again whenever you extend one. The trial’s length lives in your app and nowhere in these files.

Segments

Segment	Who is in it
activated-users	Created at least one project.
converted	Subscribed to a paid plan.
trialing	In a trial: started one and has not subscribed.
unactivated	In a trial and has not created a project yet.

Copy it

cow init --blueprint saas-trial

Every file above lands in your repo, yours to edit. In a repo that already has a cow.json, add it with cow add blueprint saas-trial instead.