Marketing automation templatesthat you can run this week
Free marketing automation templates for abandoned carts, welcome series, win-backs, trials and dunning. Apply one in a click and start sending with no setup.
Welcome & onboard new subscribers
Make a great first impression and turn brand-new signups into engaged, first-time buyers. Your starting point for every new contact.
Welcome series
Greet every new subscriber, tell your story, and earn the first purchase within a week.
- Person subscribes
- Welcome to Company 👋
- Wait 2 days
- The story behind Company
- Wait 3 days
- 2 more steps
- Made first purchase
New Shopify customer welcome
Greet first-time Shopify customers, introduce your brand, and nudge the next order.
- Customer created
- Welcome to Company 🛍️
- Wait 3 days
- Our most-loved products, just for you
- Add tag shopify-customer
- Placed first order
Lead magnet delivery & nurture
Deliver a downloadable instantly, then nurture toward a soft pitch over a week.
- Person subscribes
- Here's your free guide 📥
- Wait 2 days
- 3 quick wins to try this week
- Wait 3 days
- 2 more steps
Confirm your subscription
Ask new subscribers to confirm, then welcome the ones who do — a cleaner list and better deliverability from day one.
- Person subscribes
- Please confirm your subscription ✅
- Wait 3 days
- You're in — welcome to Company 👋
- Add tag confirmed
Free email course
Deliver a 5-day email course that teaches, builds trust, and warms subscribers toward a purchase — one lesson a day.
- Person subscribes
- Day 1: Welcome to the course 🎓
- Wait 1 day
- Day 2: The mistake almost everyone makes
- Wait 1 day
- 6 more steps
New account activation
Turn brand-new signups into active users. Fires the moment someone creates an account and walks them to their first win.
- User created
- Welcome to Company — let's get you set up 🚀
- Wait 1 day
- The one thing to do first
- Wait 3 days
- 2 more steps
Recover abandoned revenue
Win back shoppers who showed buying intent but didn't finish. The highest-ROI automations you can run.
Abandoned checkout recovery
The classic money-maker. Recover shoppers who reached checkout but didn't pay — typically the single highest-revenue automation.
- Abandoned checkout
- Wait 1 hour
- You left something behind 🛒
- Wait 23 hours
- Still thinking it over? Here's 10% off
- 3 more steps
- Completed the purchase
Added to cart, never checked out
Catch the in-between: items added to cart but no checkout started. Shows off conditional branching.
- Added to cart
- Wait 2 hours
- Your cart's waiting ⏳
- Add tag cart-no-checkout
- Wait 1 day
- 2 more steps
Browse abandonment
Re-engage shoppers who viewed a product but never added it to cart. Captures intent earlier than checkout abandonment.
- Product viewed
- Wait 4 hours
- Still thinking about what you saw?
- Wait 1 day
- Here's what other customers think
- 1 more step
Finish your signup nudge
Bring back people who started signing up but never finished — driven by a custom event you fire when a signup stalls.
- Custom event
- Wait 1 hour
- Finish setting up your Company account
- Wait 1 day
- Still need a hand getting started?
- 1 more step
Maximize post-purchase value
Turn one-time buyers into repeat customers. Thank, onboard, ask for reviews, and prompt the next order.
Replenishment / reorder reminder
For consumables — remind customers to reorder right as they run low, and pitch subscribe-and-save.
- Order paid
- Wait 1 month
- Running low? Time to restock
- Wait 1 week
- Never run out — subscribe & save 15%
Post-purchase thank-you & onboarding
Confirm the order, set expectations, and help customers get value — the foundation of repeat purchases.
- Order paid
- Thanks for your order! Here's what's next 📦
- Wait 5 days
- Getting the most out of your order
- Add tag customer
VIP / big-spender recognition
Automatically reward your highest-value customers with early access and perks the moment they cross a spend threshold.
- Person enters audience
- You're officially a VIP 🌟
- Add tag vip
Review request
Ask for a review once the product has likely arrived. Builds social proof that lifts future conversion.
- Order fulfilled
- Wait 7 days
- How's your order, {{first_name}}? ⭐
- Wait 5 days
- A quick favor 🙏
- 1 more step
Payment receipt & upsell
Confirm each successful payment, then follow up with a relevant add-on a few days later — a gentle, well-timed upsell.
- Payment succeeded
- Payment received — thank you 🙌
- Wait 5 days
- An easy add-on you might like
- Add tag paying
Refund follow-up
Turn a refund into a second chance. Acknowledge it gracefully and leave the door open to come back.
- Charge refunded
- Your refund is on its way
- Add tag refunded
Trial converted → welcome
Celebrate the moment a trial becomes a paid subscription and point new customers at the features that make it stick.
- Subscription activated
- You're all set — welcome to Company 🎉
- Wait 3 days
- Unlock the features you'll use most
- Add tag paid-customer
Retain subscribers & recover failed payments
Protect recurring revenue — onboard trials, rescue failed charges, and save cancellations before they happen.
Failed payment / dunning recovery
Recover involuntary churn from expired/declined cards — pure retained revenue with almost no downside.
- Payment failed
- Your payment didn't go through
- Wait 2 days
- Action needed: update your payment method
- Wait 3 days
- 2 more steps
Trial ending soon
Convert trials at the deadline by making the cost of inaction concrete.
- Subscription trial will end
- Your trial ends in 3 days — here's what you'll lose
- Wait 2 days
- Last chance to keep your access
- Add tag trial-ending
Trial onboarding → convert
Drive trial users to their 'aha' moment and convert them to paid before the trial ends.
- Subscription trial started
- Welcome aboard — let's get you set up
- Wait 3 days
- The feature most people miss
- Wait 3 days
- 2 more steps
Subscription past-due heads-up
Catch subscriptions the moment they slip past due and nudge a fix before the account lapses — softer and earlier than dunning.
- Subscription past due
- Heads up — your subscription is past due
- Wait 2 days
- Let's keep your account active
- Add tag past-due
Re-engage & win back
Revive dormant subscribers and lapsed customers with a timely nudge before you lose them for good.
Cancelled subscription win-back
Give churned subscribers a reason — and an offer — to come back.
- Subscription canceled
- Wait 3 days
- Sorry to see you go — here's 30% to come back
- Wait 1 week
- Look what's new since you left
- 1 more step
Dormant subscriber re-engagement
Wake up subscribers who've gone quiet, and let the disengaged self-select out to protect deliverability.
- Person enters audience
- We miss you 👋 here's what's new
- Wait 4 days
- Still want to hear from us?
- Wait 4 days
- 3 more steps
Lapsed customer win-back
Re-activate buyers who haven't ordered in a while, before they're gone for good.
- Person enters audience
- It's been a while — here's 15% off
- Wait 5 days
- Back in stock & new arrivals
- Add tag winback
Sunset / list cleaning
Give long-inactive subscribers one last chance to stay, then let the silent ones go — protecting your sender reputation.
- Person enters audience
- Should we say goodbye? 👋
- Wait 4 days
- Last chance to keep hearing from us
- Wait 4 days
- 4 more steps
Nurture, segment & convert leads
Educate and qualify leads automatically, and let your own product or site events drive personalized journeys.
Long-form lead nurture
A 4-email educational drip that warms cold leads toward a buying decision on autopilot.
- Person enters audience
- The real reason you're not seeing results
- Wait 4 days
- A better way to get results
- Wait 4 days
- 4 more steps
Webinar / event sequence
Confirm registrants, remind them, and follow up with a replay + offer — driven by your own event.
- Custom event
- You're registered ✅ (save the date)
- Wait 1 day
- Starting soon — here's your link
- Wait 1 day
- 1 more step
Birthday gift
Send a birthday treat on the day, every year — automatically, from a Birthday date field.
- Date reached
- Happy birthday 🎂 a little gift from Company
- Add tag birthday-club
Signup anniversary thank-you
Celebrate one year together. Fires on each subscriber's signup anniversary — a natural moment to thank, showcase what's new, or nudge a repeat purchase.
- Date reached
- It's been a year 🎉 thanks for being here
- Wait 3 days
- A little anniversary gift, before it expires
Holiday countdown
Warm up your list ahead of a big date. Starts 7 days before the holiday for everyone (or one audience), every year.
- Date reached
- The countdown is on 🎁 our holiday picks
- Wait 4 days
- Last call for holiday delivery
- Wait 3 days
- 1 more step
Feedback / NPS survey
Ask every customer how you're doing a few weeks in, then tag by response — automatic, ongoing voice-of-customer.
- Date reached
- How are we doing, {{first_name}}?
- Wait 5 days
- A quick 1-minute favor 🙏
- Add tag feedback-requested
Sales-ready lead handoff
When a lead becomes sales-ready, greet them and notify your CRM or team via webhook — bridging marketing and sales automatically.
- Person enters audience
- Thanks for your interest — let's talk
- Add tag sales-ready
- Send webhook
New publication welcome
Welcome people the moment they subscribe to one of your publications and set expectations for what's coming.
- Person subscribes to publication
- You're subscribed — here's what to expect
- Wait 3 days
- A favorite to get you started
- Add tag publication-welcome
From template to live automation, in one sitting
Pick an automation
Browse by what you are trying to fix: recover abandoned carts, onboard trials, win back lapsed customers.
Apply it in one click
The whole flow copies into your workspace: every email, wait, condition and goal, with the copy already written.
Point it at your trigger and turn it on
Choose what starts it (a Shopify event, a Stripe subscription, an audience, a date field), then activate. It arrives paused, so nothing sends before you are ready.
Common questions
Are these automation templates free?
Yes. Every automation in the gallery is included on every plan, free ones included. There is no per-template charge and nothing to buy.
What exactly gets copied into my account?
The entire flow: the trigger, every email with its subject line and written content, the wait times between them, any conditional branches, the tags it applies, and the conversion goal. You get a working automation, not a blank canvas.
Will it start emailing people straight away?
No. Every applied automation arrives paused, and you choose its trigger before activating it. Nothing sends until you turn it on.
Can I change the emails and the timing?
Yes, all of it. The copied emails open in the same visual editor as any other email, and every wait, branch and condition is editable. Most people use the template as a starting structure and rewrite the copy in their own voice.
Do I need Shopify or Stripe to use these?
Only the ones triggered by store or billing events. Plenty are triggered by things every account has: a new subscriber, entering an audience, or a date field like a birthday or signup anniversary.
How is this different from a workflow builder?
It is the same builder, pre-filled. Audienceful automations are visual flows you can edit freely; these templates are just proven starting points so you are not designing an abandoned cart sequence from scratch.
