Tips & Tricks

Owned by Ethan Presberg (Unlicensed)
Last updated: Dec 22, 2016
2 min read

The inspiration for this campaign came from me trying out Podio, a product that does not directly compete with us but that is in the same general industry.

Below are the emails that were sent to me by Podio that provided the inspiration.


Podio Campaign

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ProcessMaker - eTrial Campaign

Day 1Day 2Day 4Day 7Day 10Day 14Day 19Day 25Day 30

Intro email

  • Thank them for evaluating our software
  • Tutorials
  • Webinars
  • Case studies
  • Whitepapers

Describe the main ProcessMaker menu items

  • Home
  • Designer
  • Dashboards
  • KPIs
  • Admin

Describe some of the key features in the information tab

  • Process Map
  • Case History
  • Change Log
  • Message History
  • Case Notes
Process DesignerDynaforms

Describe our reporting capabilities

  • Data reporting tools
  • Dashboards
  • KPIs
  • SLA

Describe email notifications

  • Actions by email
  • Email events (intermediate & end events)
  • PMFSendMessage
  • Task properties
Business Rules

Summary email

  • Thank them for evaluating our solution
  • Highlight the features in the campaign in bullet points
  • Ask them if they want to buy our software