Growth marketing playbook: 40+ templates for successful experiments

Your website visitors are reluctant to provide their contact information in your complicated lead forms? Do users sign up for free trials only to leave when it’s over? Or perhaps your website is intricate and offers a big choice, causing users to struggle with making a purchase?
In these cases, enhancing your website communication is crucial!
For this reason, we’ve compiled top-notch suggestions from our experts and Dashly clients into a growth marketing playbook with 41 templates for triggered pop-ups, chatbots, and email campaigns aimed at boosting your website’s conversion rates.
We’re offering a free PDF file containing pertinent examples of marketing copy and settings and predicted results. Every to change the way you:
Capture leads on a website
For instance, set up a chatbot helping visitors pick a product or discussing your solution’s benefits on a webpage that compares your product with competitors, and gain +$22,414.
Here’s a sample chatbot flow and settings that you can use for deployment:

Inside the growth hacking playbook PDF, you’ll discover additional lead generation scenarios featuring pop-ups and campaigns for social media. For instance, when visitors:
- navigate to a specific section of the page,
- attempt to leave your site.
All you need to do is copy and paste the preferred scenario into the Dashly chatbot, pop-up, or email builder. No need for a developer! Sign up and enjoy a 7-day free trial.
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Lead visitors to signup or demo
There are recurring visitors to your site who leave not finishing the registration or arranging a meeting.
Capture their interest using an exit-intent pop-up with an exclusive bonus, directing them to the pricing page, or engaging them with email campaigns. Typically, this strategy generates +$8,709 for Dashly clients:

Additionally, there are chatbot, email, quiz, social media, and messenger integration scenarios included in the growth hacking playbook for:
- First-time site visitors, where the chatbot identifies potential users or buyers and guides them to the targeted action;
- Those who require a final push (bonus or discount) to convert into customers;
- Your email subscribers;
- Visitors brought to your site by specific keywords or ad campaigns;
- Those attempting to leave your site without signing up or making a purchase.
Each template comes with suggested triggers, time-outs, audience segments, and marketing copy to simplify the setup process for you 👇
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Activate site visitors
Here’s our favorite strategy for helping users become proficient with your website:

This automated onboarding email campaign typically generates $8,453 in revenue for Dashly clients. Curious to explore more of our ideas?
In the growth marketer’s playbook PDF file, we’ve incorporated two onboarding scenarios: for “Trial end” and lead qualification situations. Download it for free 👇
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Enhance payment conversion rates
On the pricing page, you can activate a chatbot for users who left their contacts but didn’t purchase anything:

Other methods to convert them into paying customers include:
- chatbot asking qualification questions that lead to a meeting with a sales manager,
- pop-up or email with a payment/abandoned cart reminder,
- nurturing sequence via email.
Discover them all in the free growth marketer’s playbook below.
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Increase your website retention with upselling strategies
For instance, you’ve introduced a new feature, product, course, etc. Encourage existing customers to utilize (purchase) it with a chatbot that shares this exciting update with a selected segment of your site visitors:

Additionally, you’ll find marketing copy and settings examples for:
- “Paid period ends” reminders,
- Add-on sales,
- Reactivation,
- Manual campaigns via WhatsApp.
Get them all with a free growth hacking playbook below.
Gather user feedback
A chatbot can survey from your users by conducting a simple NPS poll
Alternatively, it can present a question with a text response field or send an email follow-up to those who have cancelled their subscription to your service or didn’t make any purchases for a long time.

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How to use the templates in the playbook to their full potential
- Determine the objective of your marketing campaign (lead capture, qualification, onboarding, etc.) and the key metrics for measuring success.
- Choose a suitable template (if you’re new to setting up triggered campaigns, test the first one).
- Customize the template to suit your requirements, ensuring message copy aligns with your brand’s tone of voice.
- Design the campaign in Dashly’s visual builder, specifying triggers, audience segments, and time-outs.
5. Ensure that the new campaign doesn’t disrupt any existing active campaigns on your website.
6. Test and deploy the scenario on your site.
7. Monitor key metrics and revenue growth. If the results don’t meet your expectations, optimize the scenario by adjusting the audience segment, offer, or time-outs. Analyze user interactions and progressively address any bottlenecks.
Test growth hypotheses quickly and without developers in Dashly

Read more about growth marketing:
- The ultimate guide to growth marketing explained by a growth hacker;
- Product-Led-Growth: guide to hacking your product growth;
- Building growth team: 3 rules and 5 must-have roles;
- How to generate growth hypotheses that go into sprint, not the backlog;
- How to carry out a growth marketing test and analyze results;
- Guide to creating marketing growth strategy [6 real-life examples];
- 9 steps to master the growth hacking canvas strategy for your business [free template];
- Growth marketing metrics to track your campaigns’ performance;
- 15 growth marketing tips that will boost your campaigns performance;
- Secret collection of 10 growth hacking tools from Dashly experts;
- 13 growth hacking examples to inspire your team;
- 25 growth hacking books to skyrocket success;
- B2B growth marketing: accelerating business success;
- 14 B2B growth hacking strategies;
- 10 SaaS growth hacks to elevate customer communication;
- 6 growth marketing services to transform your marketing strategy.