41 template of ready-made campaigns for online services (SaaS)

Website visitors are reluctant to share their contacts in massive lead forms. Users sign up for a free trial but churn when it’s over? Or maybe you have a sophisticated product that people struggle to master?

These signs are telling you it’s time to improve your website communication!

That’s why we collected the best ideas from our experts and Dashly customers into 41 templates of triggered pop-up, chatbot, and email campaigns for your website conversion growth.

There is a free PDF file with relevant examples of marketing copy and settings to automate the way you:

Collect leads on a website

For example, launch a chatbot about your solution’s advantages on a website page with a comparison of your product and competitors and earn +$22,414. Here is a marketing copy of the chatbot flow and settings you can use to launch it:

In the PDF file, you’ll find other lead gen scenarios with popups and social media for cases when visitors:

• scroll to a specific part of the page,
• try to exit your website.

All that you have to do is copy and paste the chosen scenario to the Dashly chatbot, popup, or email builder. No developer is needed! Register and test it 7-days free.

Wanna more?

Download 41 template of marketing copy and settings to launch popup, chatbot, and email campaigns for SaaS websites

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Convert visitors into sign-up or meeting

There are repeat visitors to your website who leaves it without sign-up or scheduling a meeting. Catch their attention with an exit-intent popup offering a special bonus, lead to the pricing page, or nurture them with email campaigns. Usually, this campaign brings Dashly clients +$8,709:

There are also chatbot, email, quiz, social media, and messenger integration scenarios for:

• first-time website visitors where the chatbot qualifies potential users and leads them to sign up;
• attendees of your webinar who need the last push (bonus or discount) to convert into customers;
• your email subscribers;
• visitors led to your site by specific keywords or Ad campaigns;
• those who try to leave your website without signing up;

Each template includes recommended triggers, time-outs, audience segments, and marketing copy. Everything to make scenarios set up a piece of cake for you. 

Grab the PDF with all 41 campaigns below 👇

Download 41 template of triggered campaigns for online services

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Activate users into product

Here is our fav scenario to help users master a SaaS product:

This automated onboarding email campaign brings Dashly clients $8,453 in revenue. Wanna see the rest of our ideas?

In the PDF file, we included two scenarios for onboarding and one for “Trial end” and lead qualification cases. Download it for free 👇

Download 41 template of triggered campaigns for online services

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Boost payments conversion rate

On the pricing page, you can launch a chatbot for users who signed up for a free trial but didn’t buy a product:

Among other methods to convert them into paying users are:

• chatbot asking a series of qualification questions leading to the meeting with a sales manager,
• popup or email with a payment reminder,
• email nurturing sequence.

Find them all in the free PDF below.

Download 41 template of triggered campaigns for online services

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Upselling scenarios to grow your website retention

For example, you launched a new feature. Engage existing customers to use (buy) it with a chatbot sharing this great update with a chosen segment of your website visitors:

There are also marketing copy and settings examples for:

• “Paid period ends” reminder,
• Selling add-on,
• Reactivation,
• Manual campaigns via WhatsApp.

Find them all in the free PDF below.

Collect user feedback

Chatbot can collect your users’ thoughts through a short NPS survey.

It also can be a question with a field for the text answer or an email follow-up for those who canceled the subscription to your service.

Download 41 template of chatbot, popup, and email campaigns for online services

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How to use the templates

1. Define the goal of your marketing campaign (lead capture, qualification, onboarding, etc.) and key metrics to track success;
2. Pick a relevant template (if you’ve never set up triggered campaigns before, you can start with the first one).
3. Edit the template according to your needs, match copy in messages with your tone of voice;
4. Create the campaign in Dashly visual builder, define the triggers, audience segment, and time-outs.

5. Make sure a new campaign doesn’t interrupt those that are already active on your website.

6. Test and launch the scenario on your website.

7. Track your key metrics and revenue growth. If the results aren’t as good as you expected, optimize the scenario: choose a different audience segment, and change the offer or time-outs. Analyze users’ interactions and gradually fix bottlenecks.

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