# Digimetrics.ai — Retention Email Series **Prepared 2026-08-27 · for implementation directly in the platform.digimetrics.ai codebase (no ESP)** Researched live against the actual product (account: albert@mediaone.co, "Expert" plan, project: Furnituresg.com.sg) — every product noun, route, credit number, and mechanic below is real, not assumed. Where something is genuinely unconfirmed, it's flagged in **Open Questions** at the end rather than guessed. --- ## 0. How to use this document This covers four sequences, each solving a different retention problem: | Sequence | Problem it solves | Emails | Who it targets | |---|---|---|---| | **TRIAL** | Trial → paid conversion | 7 | Signed up, on free credits, not yet subscribed | | **ACTIVATE** | Early churn (first 90 days) | 5 | Converted to paid, still within first 90 days | | **REVIVE** | Credit/usage revival | 4 | Paying, but usage has gone quiet | | **WINBACK** | Lapsed / cancelled | 4 | Trial expired unconverted, or subscription cancelled | Each email spec has: **Trigger**, **Timing**, **Exit condition**, **Subject**, **Preview text**, **Body copy** (word-for-word), **CTA**, and **Data needed**. Section 5 lists every backend event/field this whole series depends on, in one place, for whoever wires it up. **Category assignment** (see Account & billing → Email preferences, which splits "Account emails" — always sent — from "Product updates & announcements" — user-togglable): trial-ending and cancellation-confirmation emails should be **Account emails** (they're status-of-your-account, not marketing). Everything else in this doc — digests, nudges, win-back — should respect the **Product updates & announcements** opt-out. This is called out per-email below. **Frequency cap:** no user should receive more than one email from this whole system in a 48-hour window, except TRIAL-05 (trial ending, time-critical) and WINBACK-01 (cancellation confirmation, always sends). If two sequences would fire on the same day, TRIAL and WINBACK outrank ACTIVATE and REVIVE. --- ## 0.5 — Implementation guide (read this before opening any `.html` file) **This is a handoff package, not just a spec.** Every email below has a matching, ready-to-wire HTML template already built. This section is what to do with them. ### File map ``` digimetrics-retention-emails/ ├── RETENTION-EMAIL-PLAN.md ← this file ├── 01-trial/ (7 templates — trial-01, trial-02, trial-02b, trial-03 through trial-06) ├── 02-activate/ (5 templates — activate-01 through activate-05) ├── 03-revive/ (4 templates — revive-01 through revive-04) └── 04-winback/ (4 templates — winback-01 through winback-04) ``` Every `.html` file starts with an HTML comment block stating its **Trigger, Timing, Category, Subject, Preview text, and every `{{token}}` it uses** — that comment is the fastest way to understand one email without cross-referencing this doc. The comment block is also where any *conditional* content in that email is documented — see below. ### Template structure (identical across all 19 files) Every email is: `