Dunning & trial email copy

Email templates across two sequences. {{fields}} resolve from the tables below; text in "quotes" is literal email copy.

All of these ship on SES, the billing rail, sent from a named person rather than a marketing address.

Two acquisition variants (A/B). Group A is a free plan whose credits run out, then the user upgrades and is charged on the spot. Group B is a 7-day paid trial (card given upfront) charged at day 7. Both renew a year later, so both share the renewal sequence below.

Cadence follows the provider, not the calendar. Stripe and Paddle retry a failed charge a variable number of times (usually 3 or 4) over about a month, on their own algorithm. We can't number the retries ahead of time, but the provider does tell us which one is its final attempt. So we send one email on the first failure, one on each further retry, and one on the final retry it flags. Access pauses at a fixed 30 days from the first failure, whatever the retries do.

Message intent by stage

Every email is clear, easy to act on, and honest about what's at stake from the very first one. Urgency escalates across the retries; the tone stays calm and never punitive.

StageWhat the message should do
First attemptClear and prompt so it gets noticed, surface the specific fix by decline reason, and name what's at stake after the pause date. Keep it low-pressure: the account is fine for now and the fix is quick.
First re-attemptGentle nudge. We tried again and it's still pending. Name what's at stake, stay calm.
Nth re-attemptPersistent, not naggy. Reinforce the pause date and what they would lose. Reassure their work is safe.
Last re-attemptUrgency up. This is the final automatic try, so act before the pause date or the plan pauses.
Account pausedCalm and factual, never punitive. Say what is on hold, reassure decks are safe, make reactivation one click.

Plans

PlanAnnualCreditsTrial throttleNotes
Pro₹8,999 (~€240)5,000500Volume tier, can upsell to Gold
Gold₹1,07,700 (~€1,048)50,0001,000Top tier, no upsell
Teamper seat, annualper seatn/aBilled to one workspace owner; a lapse affects everyone
Free plann/a200n/aGroup A: freemium, credits run out then upgrade

Merge fields

{{first_name}}User's first name
{{plan_name}}Pro or Gold
{{amount}}₹8,999 (Pro) / ₹1,07,700 (Gold)
{{credits}}5,000 (Pro) / 50,000 (Gold)
{{deck_count}}Deck count (active-user block only)
{{workspace_name}}Team plans only: the workspace name
{{pause_date}}Date access pauses if still unpaid, after the final retry. Written as 21 Apr 2026
{{billing_url}}Per-user hosted link from the provider (Stripe / Paddle), generated at send time. Not a saved billing page
{{sender}}Placeholder: a real teammate's name + a named from-address

Annual renewal failed (both groups)

First failure · payment failed
Fires on the first failed charge · access continues until day 30
From{{sender}}, Presentations.AI <billing@…>
SubjAction needed: Your Presentations.AI payment failed
PrevA quick fix to keep your {{plan_name}} plan active.

Hi {{first_name}},

We tried to renew your {{plan_name}} plan, but the payment didn't go through.

Pick based on reason

expired_card "The card on file has expired." · "Update your card"

insufficient_funds "The charge didn't clear this time, which is usually easy to sort out." · "Try a different card"

issuer_declined "Your bank declined the charge, which is often temporary." · "Try another card or contact your bank"

lost_or_stolen "The card on file was reported lost or stolen, so we couldn't use it." · "Add a new card"

generic_decline "The charge was declined this time, but it's usually a quick fix." · "Update your card"

Your account stays active until {{pause_date}}. After that your decks become view-only, with no editing or exporting, until the payment clears. If you've already taken care of it, you can ignore this.

{{sender}}, Presentations.AI

Example · first email filled in
Pro · expired card · active user
FromAarav, Presentations.AI <billing@presentations.ai>
SubjAction needed: Your Presentations.AI payment failed
PrevA quick fix to keep your Pro plan active.

Hi Mani,

We tried to renew your Pro plan, but the payment didn't go through.

The card on file has expired.

Update your card

Your account stays active until 21 Apr 2026. After that your decks become view-only, with no editing or exporting, until the payment clears. If you've already taken care of it, you can ignore this.

Aarav, Presentations.AI

Further retry · still unpaid
Fires on each further failed retry, however many the provider makes · access continues
From{{sender}}, Presentations.AI
SubjYour {{plan_name}} plan is still unpaid
PrevYour decks stay exactly where they are.

Hi {{first_name}},

We tried again and still couldn't renew your {{plan_name}} plan. Your account stays active until {{pause_date}}. After that your decks become view-only, with no editing or exporting, until the payment clears.

Active user

You've built {{deck_count}} decks in Presentations.AI. They stay right where they are, along with your AI assets and {{credits}} credits. One card update keeps everything running.

Dormant user

Your {{plan_name}} plan and your decks are all still here. Update the card to keep them, and everything picks up exactly where you left off.

Update payment method

{{sender}}, Presentations.AI

Active vs dormant. A user is active if they created or edited a deck in the last 30 days, or created more than 10 decks in the last 365 days, or have any published link or export. Otherwise they're dormant, and when it's borderline, default to active. The deck count shown in the active version is their whole library (the work that goes view-only), not just the last 30 days.

Final retry · last attempt
Fires on the retry the provider flags as its last · access continues until day 30
From{{sender}}, Presentations.AI
SubjYour {{plan_name}} plan pauses on {{pause_date}}
PrevOne step to avoid an interruption.

Hi {{first_name}},

We've tried your card a few times now, and that was the last automatic attempt. On {{pause_date}} your {{plan_name}} plan pauses and your decks become view-only. You can't edit or export them until the payment clears.

Updating your card now is the surest way to avoid the interruption.

Update payment method

Nothing is deleted either way.

{{sender}}, Presentations.AI

Day 30 · account paused
Fires at day 30 when the grace period ends · account paused
From{{sender}}, Presentations.AI
SubjYour Presentations.AI account is now paused
PrevReactivate in one click. Your decks are safe.

Hi {{first_name}},

Your {{plan_name}} plan is now paused because the renewal didn't go through within 30 days. Here's exactly where things stand:

• No editing or creating new decks
• No exporting to PPT or PDF
• Published links are offline
• Your decks and files are safe, but view-only until you reactivate

Everything comes back the moment your plan is active. No re-setup, no lost work.

Reactivate my plan

{{sender}}, Presentations.AI

Win-back
About a month after pausing · exits on repurchase
From{{sender}}, Presentations.AI
SubjYour decks are still here, {{first_name}}
PrevPick up right where you left off.

Hi {{first_name}},

It's been about a month since your Presentations.AI plan lapsed. Your work hasn't gone anywhere. Your decks, your AI assets, all of it is still in your account.

If the timing wasn't right before, coming back is easy. Your {{plan_name}} plan reactivates in a click. Everything's exactly as you left it.

Pro only, optional

If your projects have grown, Gold steps up to 50,000 credits and room for heavier work. Either way, Pro is one click away.

Gold

Omit the upsell block. Gold has nowhere to go, so lead only with the work waiting for them.

Come back to Presentations.AI

{{sender}}, Presentations.AI

Paid-trial charge failed (Group B)

Same 3-retry cadence. The trial has already ended, so the user is on the free tier while the retries run. The whole sequence depends on a Paddle/Stripe webhook that doesn't exist yet.

First failure · charge failed
Fires on the first failed charge · trial ended, on free tier meanwhile
From{{sender}}, Presentations.AI
SubjPayment failed: Your {{plan_name}} plan didn't start
PrevYour trial ended. One step to keep going.

Hi {{first_name}},

Your 7-day {{plan_name}} trial has ended, but the payment to start your plan didn't go through.

Pick based on reason (same buckets as the renewal email)

expired_card "The card on file has expired." · "Update your card"

insufficient_funds "The charge didn't clear this time, which is usually easy to sort out." · "Try a different card"

issuer_declined "Your bank declined the charge, which is often temporary." · "Try another card or contact your bank"

lost_or_stolen "The card on file was reported lost or stolen, so we couldn't use it." · "Add a new card"

generic_decline "The charge was declined this time, but it's usually a quick fix." · "Update your card"

Your trial decks are saved. Add a working card and your {{plan_name}} plan starts right away, with all {{credits}} credits.

Add payment method

{{sender}}, Presentations.AI

Further retry · still unpaid
Fires on each further failed retry, however many the provider makes · still on the free tier
From{{sender}}, Presentations.AI
SubjStill can't start your {{plan_name}} plan
PrevYour trial decks are safe either way.

Hi {{first_name}},

We tried again and the charge to start your {{plan_name}} plan still didn't clear, so you're on the free tier for now. Your trial decks are safe.

Updating your card is the quickest way to pick up where you left off, with all your credits and features.

Add payment method

{{sender}}, Presentations.AI

Final retry · last attempt
Fires on the retry the provider flags as its last · still on the free tier
From{{sender}}, Presentations.AI
SubjLast automatic try to start your {{plan_name}} plan
PrevYour trial decks are safe either way.

Hi {{first_name}},

We tried your card a final time and the charge to start your {{plan_name}} plan still didn't clear. That was the last automatic attempt, so your plan won't start unless you update your card.

Adding a working card starts your plan right away, with all your credits and features.

Add payment method

Your trial decks are safe either way.

{{sender}}, Presentations.AI

Day 30 · plan not started
Fires after the 30-day retry window · stays on the free plan
From{{sender}}, Presentations.AI
SubjWe couldn't start your {{plan_name}} plan
PrevAdd a card anytime to pick up where you left off.

Hi {{first_name}},

After 30 days of retries, we still couldn't start your {{plan_name}} plan, so your account stays on the free plan. Your trial decks are safe.

Whenever you're ready, adding a working card starts the plan with all your credits and features.

Add payment method

{{sender}}, Presentations.AI

Team plan variants

Team plans are billed per seat to one workspace owner, so a failed charge affects the whole workspace. These go to the billing owner (the only person who can fix payment), and the copy shifts from "you / your decks" to "your team / your workspace." The retry cadence, the 30-day pause, and the reason block are all identical to the individual sequence above.

Individual copyTeam copy
your {{plan_name}} planyour team's plan on {{workspace_name}}
your account stays activeyour workspace stays active
your decks become view-onlyevery member's decks become view-only
your published linksyour team's published links
Reactivate my planReactivate our plan
Team · first failure
To the workspace owner · access continues until day 30
From{{sender}}, Presentations.AI <billing@…>
SubjAction needed: Your team's Presentations.AI payment failed
PrevA quick fix to keep your team's plan active.

Hi {{first_name}},

We tried to renew your team's plan on {{workspace_name}}, but the payment didn't go through.

Pick based on reason (same buckets as the individual emails)

expired_card "The card on file has expired." · "Update your card"

insufficient_funds "The charge didn't clear this time, which is usually easy to sort out." · "Try a different card"

issuer_declined "Your bank declined the charge, which is often temporary." · "Try another card or contact your bank"

lost_or_stolen "The card on file was reported lost or stolen, so we couldn't use it." · "Add a new card"

generic_decline "The charge was declined this time, but it's usually a quick fix." · "Update your card"

Your workspace stays active until {{pause_date}}. After that everyone's decks become view-only, with no editing or exporting, until the payment clears. If you've already taken care of it, you can ignore this.

{{sender}}, Presentations.AI

Team · Day 30 · workspace paused
To the workspace owner · fires at day 30 · workspace paused
From{{sender}}, Presentations.AI
SubjYour team's Presentations.AI workspace is now paused
PrevReactivate in one click. Your team's work is safe.

Hi {{first_name}},

Your team's plan on {{workspace_name}} is now paused because the renewal didn't go through within 30 days. Here's where things stand for everyone on the workspace:

• No editing or creating new decks
• No exporting to PPT or PDF
• Published links are offline
• Your team's decks are safe, but view-only until you reactivate

Everything comes back for the whole team the moment the plan is active. No re-setup, no lost work.

Reactivate our plan

{{sender}}, Presentations.AI