Automated Email Funnels for CorePay Solutions
Automated Email Funnels for CorePay Solutions
Industry: SaaS – Payment Processing
Service Focus: Email Marketing & Marketing Automation
Campaign Duration: 8 weeks
Background & Challenge:
CorePay Solutions, a mid-sized SaaS provider for payment processing, had successfully driven traffic to its free trial sign-up page. However, only a small fraction of users converted to paid plans. Many users did not complete onboarding, and follow-up efforts were manual, inconsistent, and difficult to scale. The company needed a smarter, automated approach to guide users through activation and subscription.
Digital Marketing Solution:
We designed a conversion-optimized email marketing funnel based on behavioral triggers and user segmentation.
Our work included:
Journey Mapping: Identified key drop-off points in the user experience and created specific touchpoints for re-engagement.
Segmentation Logic: Divided users based on trial usage patterns (e.g., inactive, semi-engaged, power users).
Email Series Development: Wrote and designed a sequence of 7 personalized emails with dynamic content blocks (product tips, testimonials, and offers).
A/B Testing: Ran tests for subject lines, CTA buttons, and personalization tokens to improve open and click rates.
CRM Integration: Connected email automation with HubSpot and integrated analytics to track engagement and conversions.
Impact & Results:
✔ 26% trial-to-paid conversion rate (up from 9%)
✔ Average open rate of 47%, with a CTR of 18.3%
✔ 22% of previously inactive users re-engaged via email
✔ Automation reduced manual follow-up time by 60+ hours/month
✔ Improved user onboarding experience led to lower churn post-subscription
Key Insight:
By delivering the right message at the right time, CorePay turned its email strategy into a growth engine—proving that automation, when done right, can drive real human engagement and revenue.
