升级邮件模板

升级邮件对于由免费试用和“免费”模式驱动的以产品为导向的SaaS业务至关重要。它们可以帮助将潜在的客户进行转化，并从免费用户升级为付费用户或是更高级的付费计划。事实上，这也是任何SaaS业务的核心目标之一——这也是根本性的挑战之一，因为大量的SaaS客户从未进行过升级。无论是从免费试用转到付费服务，还是从基本的方案转到付费方案，下面的文章提供了一些有用的策略和现成的升级邮件模板，供您在制作自己的升级电子邮件时使用。

撰写高效升级邮件的快速技巧

通过在升级邮件模板中涵盖客户的姓名和其他的细节（比如他们的试用期还剩多少时间或者基于他们的用户活动的其他信息）来强化个性化。

确保您的升级邮件模板包含一个清晰的CTA，并将其直接链接到实际的升级界面，而不是做出如何前往该页面的说明。

对比升级的结果，而不是突出用户将获得的高级功能以及这些功能将带来的好处来让客户升级。

让用户对升级有疑问或是需要帮助时更容易与您/您的客户支持团队取得联系。

基于时间和行为的触发因素，考虑发送升级邮件的最佳时间。（当试用结束或用户已经体验了价值后。）

10个升级邮件模板

免费试用即将到期

Hi [Name],

It looks like your free trial is expiring next week. Have you made a decision concerning [Product]? If so, our plans start at $** per month and by upgrading now, you’ll ensure you can take full advantage of these great premium features:

[Premium feature 1]
[Premium feature 2]
[Premium feature 3]
[Premium feature 4]

Select a Premium Plan

If not, let’s get in touch and talk about the roadblocks you’re facing. 

Remember, after your trial expires, you won’t be able to access your account any longer. So, if you’re still considering whether [Product] is right for you, please give me a call to discuss your options before the week ends: [phone number]. 

As always, I look forward to speaking with you.

P.S. If you’re wondering why our $**/mo is the most popular plan, here’s an article on why our customers choose it: article link

Best,
[YOUR SIGNATURE]

升级或延长免费试用

Hi [Name],

Thanks for giving [Product] a try! Your free trial is almost over (expires in 24 hours), and we hope you’ve enjoyed your experience. Unfortunately, the following premium features will soon be unavailable:

[Premium feature 1 – benefit 1]
[Premium feature 2 – benefit 2]
[Premium feature 3 – benefit 3]

Upgrade Now to Get Them Back

Upgrading only takes a minute.
Your progress and settings are still safe and sound.
Any people you invited will have access again after you upgrade.

Need extra time on your trial?
Just reply to this email or contact our support team to get an extra 10 days. Someone friendly will get
 back to you ASAP.

Have questions about upgrading?
Our agents are always happy to help. We’re on call 24 hours a day, 7 days a week, and respond to all questions in under one hour. 

Prefer to cancel instead?
No problem. If you’re not going to continue with [Product], you can either do nothing and let your trial expire, or you can cancel your account here. 

Cheers,
[YOUR SIGNATURE]

免费试用已过期/继续升级

Hi [Name],

Your free trial has expired, but you can keep using [Product] with a paid subscription. If you’re still thinking about whether or not you want to commit, here’s a brief snapshot of what you’ll miss out on:

[Benefit #1]
[Benefit #2]
[Benefit #3]

Companies like [Company 1], [Company 2], and [Company 3] have made the leap to Premium plans. Based on your usage over the past two weeks, you should try the Basic plan – it’s a great place to start.

Choose a Premium Plan

Did [Product] not work for you?
We’d love to hear why. If you have any feedback you think would be useful, please take our brief, anonymous survey.

Have questions or need help?
Our customer care team is here to assist you in any way we can. Please visit our Support Center to get in touch.

Thanks for using [Product],
[YOUR SIGNATURE]

升级或保留免费计划

Hi [Name],

Your [Product] trial is coming to an end in 3 days, and your account will revert back to a Free Plan.

Hopefully, you’ve had a chance to explore some of our favorite premium features like [feature 1], [feature 2], and [feature 3]. If we’ve done our jobs right, you’ve gotten a good feel for what [Product] can do for your [sales/ marketing/ customer service, etc.]

If you decide you want to upgrade, we promise it’s totally painless and takes under 60 seconds. Our premium plans start at $**/month and includes [listing some key features].

Check Upgrade Options

Not ready to upgrade? That’s okay too! You can stay on the Free Plan forever and keep using [basic features].

Have any questions or feedback? Just hit reply to get in touch and we’ll gladly help.

Thank you for trying [Product]!
[YOUR SIGNATURE]

达到免费的限制/升级

Hi [Name],

You used all of your free credits at [Product], well done!

By now, you should have a good idea of all that [Product] has to offer. So it’s time to make that critical decision to switch to a Pro plan. Upgrading to [Product] Pro will get you unlimited [whatever a Pro account provides].

Upgrade to a Pro Plan Now

If you have any questions about upgrading or using credits, don’t hesitate to get in touch with us by replying to this email or visiting our Help Center.

Regards,
[YOUR SIGNATURE]

以特别优惠的价格进行升级

Hey [Name], kudos on your success with [Product]!

Since you started using [Product], you’ve [reached specific milestones].

I just wanted to give you a heads up that tomorrow your free trial will come to an end and we’ll sadly have to pause your account. Unless you upgrade to a paid plan, you’ll lose access to premium features like [feature 1], feature 2], and [feature 3]. But don’t worry – we’ve got you covered.

As a thank you for trying [Product], if you upgrade to any of our annual plans today, you’ll save 30%! Simply click below to grab this special deal.

Upgrade Now to Get 30% OFF Any Annual Plan

Not ready to upgrade just yet? No problem, while we will pause your account 24 hours from now, we’ll keep your data around so you can come back anytime you want and pick things up where you left. 

If you have any questions, feel free to ask – I’d be very happy to help.

Have a great day,
[YOUR SIGNATURE]

基于价值的升级

Hi [Name],

By now you’ve had a chance to see how [Product] can help you [achieve customer’s goals].

Many of our customers regard [Product] as the thing that took their business to the next level. It makes it easier to [handle customers’ pain points and get specific results.] So why wait?

Upgrade Now

Keep in mind, we don’t just hand you the tools and walk away. We’re here to help you get the most out of them. By upgrading, you’ll get full access to:

The most passionate and dedicated customer support team (available via email and live chat.)
Extensive knowledge base documentation.
Countless walkthrough videos and guides for all of our features.
A leading industry blog with helpful tips and insights.
An incredible user community full of people like you sharing ideas.
An actively improving platform that your feedback helps shape.

Not ready to upgrade? You’ve got 24 hours left in your trial, and we sincerely hope you’ll keep using [Product]. If not, feel free to reply and let us know what’s holding you back. 

Thanks so much for giving [Product] a try.
[YOUR SIGNATURE]

升级到更高级的方案

Hey [Name],

Thanks for using [Product]! We truly hope it’s helping you [achieve specific goals].

We’ve been hard at work building [Product] to ensure it brings maximum value to our customers and as a Basic user, you only see a portion of the features we’ve developed. As an active user, you may get even more out of [Product] with these Premium features:

UPGRADE TO PREMIUM

[Premium feature 1 – benefit 1]
[Premium feature 2 – benefit 2]
[Premium feature 3 – benefit 3]
[Premium feature 4 – benefit 4]

If you need any assistance, don’t hesitate to contact us anytime by visiting our Help Center.

Our best,
[YOUR SIGNATURE]

以一个特别的优惠升级到更高级的方案

Hey [Name],

You’ve been using [Product] for a few months now, and it looks like the two of you make a really great team. Why not take your relationship to the next level? For the next 2 days you can supercharge your [sales/ marketing/ customer service, etc.] with an upgrade to Premium with this amazing deal: 

Get 30% OFF [Product] Premium
(Offer expires in 48 hours)

Take your [sales/ marketing/ customer service, etc.] to the next level with [Product] Premium. Here’s what you’ll get:

[Premium feature 1]
[Premium feature 2]
[Premium feature 3]
[Premium feature 4]

If you have any questions about any of these features, or what else you can do with [Product] Premium, simply reply back to this email and let me know.

Cheers,
[YOUR SIGNATURE]

宣布一个新的高级功能 = 升级的机会

Hi [Name],

If you’re a [sales person/marketer/customer success manager], you probably know that [explain their biggest pain-point]. Imagine [describe the perfect future for the user].

[New Premium feature name] can help you achieve just that. It’s been one of our most requested features for [Product], and today we’re excited to announce that it’s now available to all Pro users.

Unlock [Premium feature name] Now

By upgrading to Pro for just $**/month, you’ll gain access to our new [whatever the feature does] functionality, which allows you to [explain the benefits to the user].

Have questions or need help with anything? Just reply to this email and let me know.
Best,
[YOUR SIGNATURE]

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