💬 Send SaaS trial follow-up emails with MongoDB and Gmail
⚡ 61 views · 💬 Lead Nurturing & AI Sales Agents
Description
How it works
This workflow runs on a daily schedule to monitor users currently on a trial plan. It fetches user data from MongoDB, calculates their trial stage, and assigns a trigger label such as Day 3, Day 7, Day 13, or Last Day. Based on this stage, the workflow sends a targeted email using Gmail. This ensures consistent engagement and improves trial-to-paid conversion without manual effort.
Step-by-step
-
Fetch and filter trial users
- Schedule Trigger – Runs the workflow daily at a fixed time.
- Find documents – Retrieves users with an active trial plan from MongoDB.
- Code in JavaScript – Calculates trial progress and assigns a trigger type (day_3, day_7, day_13, last_day).
-
Send stage-based emails
- Loop Over Items – Iterates through each filtered user.
- Switch – Routes users based on their trigger type.
- Send day 3 email – Sends onboarding encouragement email.
- Send day 7 mail – Sends mid-trial engagement email.
- Send day 13 mail – Sends near-expiry reminder email.
- Send Last day email – Sends final urgency email before trial ends.
- Merge – Combines all branches and continues looping for remaining users.
Why use this?
- Automates user engagement throughout the trial lifecycle
- Improves activation and feature adoption with timely nudges
- Increases conversion rates with strategic email timing
- Eliminates manual tracking of trial users
- Scales easily for large SaaS user bases
🔗 Nodes Used
MongoDB, Gmail, Schedule Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File