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[Membership Email Swipe Template] How to Nudge your Monthly Members to Switch to Annual

Two Email Templates you can customize to encourage your monthly members to switch to annual payments

Hannah Harris avatar
Written by Hannah Harris
Updated over a week ago

Option 1: Customize and set the following email up to trigger when your members have been in your membership for a couple of months:

SUBJECT: Lock in a year of support (and save 🎉)

Hi {FirstName},

I just wanted to pause and say how glad I am that you’ve been part of [Membership Name] for the past couple of months. It’s been wonderful to have you in the community, and I can’t wait to see what the next stretch brings for you.

Since you’ve already gotten a taste of what it’s like inside, I wanted to let you know about a little upgrade secret:

👉 You can switch to our annual membership at any time and instantly save compared to paying month-to-month.

Here’s what you’ll love about going annual:

  • Save [X% or $X] over the year (keep more in your pocket!)

  • One payment, done → no more monthly invoices

  • Stay focused knowing you’re committed for the year ahead

If you’re planning to stick around (and I hope you are!), this is the best way to make it official and reward yourself for committing to your growth.

[Upgrade to Annual Here]

Thanks again for being part of [Membership Name]. You’re a big part of what makes this space so special.

Cheering you on,

[Your Name]

Option 2: Use this version to send occasional nudges to monthly people, with a little urgency added in.

SUBJECT: Don’t miss this: annual savings + extra perk

Hi {FirstName},

I hope you’ve been enjoying everything inside [Membership Name] — the resources, the community, and the momentum that comes from having support at your fingertips. 💛

I wanted to let you know about a little bonus available right now:

✨ When you switch to our annual plan by [DATE], you’ll save [X% or $X] and lock in a whole year of access without worrying about monthly invoices. Just use coupon code [COUPONCODE] at checkout.

Here’s why members love going annual:

  • You save money compared to paying month-to-month

  • You can relax knowing your spot is set for the year ahead

  • You get to fully dive into [Membership Name] without interruptions

👉 [Upgrade to Annual Here] (coupon applies at checkout)

This upgrade coupon is only around until [DATE], so if you’ve been thinking of sticking with us long-term, this is the perfect time to make it official and treat yourself to the savings.

Cheering you on,

[Your Name]


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Questions? Reach out to us at hello@membervault.co, within our Facebook group, The MV Collaborative, or via chat support within your admin account (not sure how to log in? look up your account here).

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