Lifecycle & product marketing for SaaS
In SaaS the money is in the lifecycle — activation, conversion, expansion and retention. Climails ties into your product events and billing, so the right message fires the moment a user signs up, gets stuck, upgrades or is about to churn.
Every stage is a message that should already be sending
Signups that never activate, trials that quietly expire, and cancellations you only notice on the invoice — each is a lifecycle moment you can automate instead of losing.
- Onboarding that walks new users to their first win
- Trial nudges timed to the days left, not a guess
- Failed-payment recovery before an account lapses
- Churn signals turned into a save attempt automatically
Product and billing events drive the flows
Push events from your app or automation tool into Climails and pull in payment status from your processor. Activation, feature use, plan changes and renewals become triggers.
- Trigger on sign-up, activation and key feature use
- React to subscription, upgrade and renewal events
- Recover failed and expiring payments
- Segment by plan, usage and account lifecycle stage
Channels beyond the inbox
- Email for onboarding, changelogs and re-engagement
- Web push for in-the-moment activation nudges
- SMS and WhatsApp for critical account and billing alerts
- Telegram for developer communities and status updates
Retention is a segment away
With usage and billing data in one profile, you can spot at-risk accounts, reward power users and target expansion — then personalize with plan, seat count and the exact feature they haven't tried yet.
- Segment by activation status and product usage
- Target trials by days remaining and engagement
- Reach at-risk accounts before renewal
- Personalize with plan, workspace and feature data
Frequently asked questions
How do product events get into Climails?
Send them via a secure, signature-verified webhook or through an automation tool like Zapier or Make — every event becomes a trigger you can build flows on.
Can I trigger on payment status?
Yes. Connect your payment processor and subscription, renewal and failed-payment events become triggers for onboarding, dunning and win-back flows.
Is this just email?
No. Onboarding can run over email and web push, while billing and account alerts can go by SMS or WhatsApp — all from one automation.
Do I need engineers to set it up?
Minimal. Connecting events is a webhook or a no-code automation step; building the flows themselves is done in the visual editor.
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