templates SaaS Trial Expiration Email Templates
Trial expiration email should be clear, calm, and specific. The templates below avoid fake urgency and use product data where it helps the user decide whether to continue.
last updated 2026-05-07 4 templates
implementation note
Replace variables before sending, keep one primary action per email, and connect each template to a specific trigger rather than a generic drip schedule.
subject
Your trial ends in 3 days
preview
Keep access to your workspace and saved setup.
body
Hi {{first_name}},
Your {{product_name}} trial ends on {{trial_end_date}}.
So far, your workspace has {{usage_summary}}.
To keep access, choose a plan here: {{upgrade_link}}
Need more evaluation time? Request an extension here: {{extension_link}}
{{sender_name}} variables
{{first_name}}{{product_name}}{{trial_end_date}}{{usage_summary}}{{upgrade_link}}{{extension_link}}{{sender_name}}
mistakes to avoid
- ›No usage summary.
- ›Hiding the extension path.
- ›Using a fake countdown.
subject
Your trial converts on {{charge_date}}
preview
Billing details before the trial ends.
body
Hi {{first_name}},
Your {{product_name}} trial converts to {{plan_name}} on {{charge_date}}.
Amount: {{amount}}
Billing owner: {{billing_owner}}
Manage billing or cancel here: {{billing_portal_link}}
{{sender_name}} variables
{{first_name}}{{product_name}}{{plan_name}}{{charge_date}}{{amount}}{{billing_owner}}{{billing_portal_link}}{{sender_name}}
mistakes to avoid
- ›Hiding cancellation.
- ›Missing the amount.
- ›Using marketing copy in a billing notice.
subject
One setup step is still open
preview
Finish the step that unlocks the trial outcome.
body
Hi {{first_name}},
Your trial is active, but {{missing_step}} is still unfinished.
Finish it here: {{deep_link}}
If this step is blocked, reply with the blocker and support can route it.
{{sender_name}} variables
{{first_name}}{{missing_step}}{{deep_link}}{{sender_name}}
mistakes to avoid
- ›Sending a generic expiration reminder to inactive users.
- ›Not deep-linking to the missing step.
subject
Your trial has ended
preview
Keep access or request more evaluation time.
body
Hi {{first_name}},
Your {{product_name}} trial ended on {{trial_end_date}}.
Your workspace and data are retained until {{retention_date}}.
Upgrade here: {{upgrade_link}}
Request an extension here: {{extension_link}}
{{sender_name}} variables
{{first_name}}{{product_name}}{{trial_end_date}}{{retention_date}}{{upgrade_link}}{{extension_link}}{{sender_name}}
mistakes to avoid
- ›Deleting data without warning.
- ›Only offering one path when evaluation is incomplete.