InvoiceEase – Converting Free Trial Users with Email Automation

Overview

InvoiceEase, a SaaS platform offering invoicing and expense tracking tools for freelancers and small businesses, was struggling to convert free trial users into paying customers. Their onboarding emails were generic, lacked product education, and failed to effectively nurture leads.

They partnered with Glorywebs to create a result-driven email marketing strategy that guided users from sign-up to subscription through smart segmentation, behavior-based automation, and user-focused content.

Industry

Finance SaaS

Region

United States

Technology Used:

Services

Email Marketing

Challenges & Solutions

Challenge: The biggest challenge was a steep drop-off in signups after the free trial. Users either didn't fully explore the product or forgot to return it. Their one-size-fits-all email approach lacked personalization, timely nudges, and reinforcement of product value.

Solution: Glorywebs built a multi-touch onboarding and nurture sequence tailored to where users dropped off in the funnel. The emails included personalized setup tips, success stories, feature highlights, limited-time upgrade offers, and usage-based nudges (e.g., "You’ve created your first invoice—here’s what’s next"). We also set up re-engagement flows for dormant users and A/B tested subject lines and CTAs to optimize open and click-through rates.