Email: free trial to paid monthly Keap

Workflow explanation

1. Start the campaign when a trial tag is applied or when the trial signup form is submitted.
2. Send the welcome/login email immediately and schedule an activation checklist on Day 1.
3. Branch logic:
   • Activated users get value emails and a mid-trial upgrade prompt.
   • Non-activated users get a rescue sequence (help, walkthroughs, and support options).
4. When an upgrade happens, apply a Paid monthly tag and remove the contact from the trial sequences.
5. If they do not upgrade, run a short urgency sequence near the end of the trial and re-check upgrade status.