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).