Send SaaS trial follow-up emails with MongoDB and Gmail

How it works This workflow runs on a daily schedule to monitor users currently on a trial plan. It fetches user data from MongoDB, calculates their trial stage, and assigns a trigger label such as Day 3, Day 7, Day 13, or Last Day. Based on this stage, the workflow sends a targeted email using Gmail. This ensures consistent engagement and improves trial-to-paid conversion without manual effort.

Step-by-step

- Fetch and filter trial users - Schedule Trigger – Runs the workflow daily at a fixed time. - Find documents – Retrieves users with an active trial plan from MongoDB. - Code in JavaScript – Calculates trial progress and assigns a trigger type (day3, day7, day13, lastday).

- Send stage-based emails - Loop Over Items – Iterates through each filtered user. - Switch – Routes users based on their trigger type. - Send day 3 email – Sends onboarding encouragement email. - Send day 7 mail – Sends mid-trial engagement email. - Send day 13 mail – Sends near-expiry reminder email. - Send Last day email – Sends final urgency email before trial ends. - Merge – Combines all branches and continues looping for remaining users.

Why use this?

- Automates user engagement throughout the trial lifecycle - Improves activation and feature adoption with timely nudges - Increases conversion rates with strategic email timing - Eliminates manual tracking of trial users - Scales easily for large SaaS user bases