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 (day_3, day_7, day_13, last_day).

• 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