Templates
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User Activity
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2FA Confirmation
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Reset Password
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Service Disruption Notice
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Magic Link
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Encourage Use
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Invite to Upgrade
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Upgrade After Trial
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Account Usage
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Double Tap
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Onboarding Drip
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Alpha Launch
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Monthly Update
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Welcome
How to send these templates
Use a Workflow for lifecycle messages triggered by product activity, transactional email for messages that complete an action, such as a password reset or receipt, and marketing email for broader announcements.
SaaS email templates by lifecycle stage
Welcome: confirm signup and point to the first action. Compare the welcome email examples before choosing your copy.
Onboarding Drip: help users finish setup. Use the onboarding sequence examples to choose steps and exit rules.
Encourage Use: introduce a useful next action after activation.
Upgrade After Trial: explain the actual trial deadline and what changes at expiry.
Plan how those messages connect in the lifecycle email guide. For required billing messages, use its invoice-based payment recovery guidance.
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