Examples

Lifecycle flows you can ship in an afternoon.

Real, end-to-end examples of behavior-triggered email, from the event you track in your product to the message that lands in the user's inbox. Each one is a working pattern, not a hypothetical.

Onboarding

Welcome → first project nudge → activation celebration.

The day-zero sequence every SaaS needs. A static welcome on sign-up, then a behavior-aware follow-up that only fires if the user hasn't created a project after 3 days.

user_signed_upwelcomewait 3d / project_createdfirst-project nudge
3 emails 1 branch 3-day window
Activation

Stalled at step 2 of setup → contextual help email.

Track each step of your onboarding checklist. If a user gets stuck on the same step for more than 24h, send a how-to email that's specific to that step, not a generic "need help?".

setup_step_completed (n=2)wait 24h / step_completed (n=3)step-2 help guide
1 email per-step segment 24h timeout
Trial

Trial ending in 3 days → branch on engagement.

A user finishing trial gets one of two emails: highly-engaged users see a "ready to upgrade" message; low-engagement users see a "let us extend it" save offer.

trial_ends_in: 3dif events_30d > 50upgrade now/extend trial
2 emails 1 branch revenue path
Retention

Power-feature drop-off → personal check-in.

Identify your "habit-forming" event (e.g. report_exported). When a previously-active user goes 14 days without it, send a check-in from the founder, not a marketing template.

report_exported (12 wk avg)14d silencefounder check-in
1 email from founder 14-day window
Win-back

Cancelled subscription → 30-day win-back sequence.

A 3-email sequence after cancellation: ask why (week 1), share what shipped since (week 2), offer a discount or comeback path (week 4). Exits if the user re-subscribes.

subscription_cancelledwhy-did-you-leavewhat's newcome back offer
3 emails exit on resubscribe 30 days
Transactional

Receipt + post-purchase activation in one flow.

Send the receipt immediately on order_placed. Then wait 7 days; if the customer hasn't returned to the app, send a post-purchase nudge with their order context inline.

order_placedreceiptwait 7d / app_visitedcome-back-and-use-it
2 emails instant + delayed order context
Onboarding

Team invite waiting → solo-user nudge.

You signed up but haven't invited a teammate after 5 days. For B2B products this is one of the strongest activation predictors; a small in-context nudge does the work.

user_signed_up5d / teammate_invitedinvite-your-team
1 email B2B activation 5-day window
Retention

Pricing page revisit → upgrade nudge with the plan they viewed.

If a paid user views a higher-tier pricing page twice in a week, send an upgrade email tailored to that exact tier: pre-filled CTA, plan-specific features.

pricing_viewed (tier=team) ≥ 2trait: plan = "starter"team-tier upgrade
1 email revenue path tier-specific
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