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Email Lifecycle Flows

Five triggered flows with a goal each, plus suppression that stops the overlap.

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Read the skill at https://ai-skills-vault.pages.dev/skills/email-lifecycle-flows.md and install it as a skill in your agent. Follow it exactly, including its checklists. Then ask me the questions it requires and do the work.

A newsletter sent to a 20,000-person list earns a fraction of what 5 triggered emails earn, because a campaign is sent to everyone at the same time regardless of what each person just did. Lifecycle email is sent because of behaviour, and behaviour is what makes it worth opening.

This skill builds the five flows that do the work - welcome, activation, abandoned action, win-back, receipt - with an exact trigger, a send delay, one goal, a subject line rule, and the suppression logic that stops a user getting three emails on day one. You end with a spec a developer can implement and a copy deck a writer can fill.

When to use this skill

Do NOT use for: deliverability infrastructure (SPF, DKIM, warmup), cold outreach to purchased lists, or SMS and push strategy. It also does not cover campaign calendars - this is triggered mail only.

Stage 1 - Define the lifecycle states before writing copy

1.1 List the states a user can be in: signed up, activated, active, dormant, churned, paying. Five or six states is enough.

1.2 Define activation as an event, not a feeling: "created a project and invited one teammate" is activation; "engaged" is not.

1.3 Assign one email flow to each transition between states. Every email belongs to a transition; an email with no transition is a campaign.

1.4 Write the entry and exit condition for each flow. Exit on the goal event, not on the end of a sequence.

StateTransitionFlowGoal event
signed upto activatedwelcome + activationactivation event
activatedto activeusage nudge3 sessions in 7 days
activeto dormantwin-backany session
dormantto churnedlast callreply or return
payingto renewingreceipt + renewalrenewal

Gate: every flow maps to one transition and exits on one goal event.

Stage 2 - Design the welcome flow as three emails, not one

2.1 Email 1, immediate: confirm the account, deliver the thing they asked for, and state the one next action.

2.2 Email 2, day 2: the single most useful thing they can do in the product, with the exact steps, in under 120 words.

2.3 Email 3, day 5: a short proof - one customer story with a number - and the same next action again.

2.4 Stop the flow the moment activation happens. A user who activated on day 1 must not receive day-5 activation copy.

2.5 Keep the welcome flow out of the newsletter list until it ends. A promo email on day 1 undercuts the sequence.

EmailSend atLengthGoal
welcomeimmediately80 wordsconfirm and one action
how-to+2 days120 wordsfirst activation step
proof+5 days150 wordsrepeat the same action

Gate: three emails, one goal, and a hard stop on the goal event.

Stage 3 - Write the abandoned-action flow

3.1 Trigger on the abandonment event with a real timestamp - cart abandoned, form started but not submitted, trial ended without a payment method.

3.2 Wait 1-4 hours for the first email. Immediate abandonment emails read as surveillance and convert worse than a short delay.

3.3 Email 2 at 24 hours: remove friction, name the likely blocker, offer help. Do not add a discount yet.

3.4 Email 3 at 72 hours: one incentive, with an expiry. Only if margin allows; a permanent discount trains waiting.

3.5 Suppress anyone who completed the action, and anyone in the win-back flow.

trigger: cart_abandoned
wait: 2 hours
if not order_placed:
  send: cart-1 (friction removal, no discount)
wait: 22 hours
if not order_placed:
  send: cart-2 (objection answer)
wait: 48 hours
if not order_placed:
  send: cart-3 (one incentive, 72-hour expiry)
exit: order_placed

Gate: the flow exits on the goal event and cannot send twice for the same abandoned item.

Stage 4 - Build the receipt and renewal flow for trust

4.1 Receipt within 60 seconds of payment, with the amount, the last 4 digits, the date in dd/mm/yyyy, and a support path.

4.2 A receipt is not a marketing email: no upsell in the body, no tracking pixel in the payment details section.

4.3 Renewal reminders at 30, 7 and 1 day before, with the amount that will be charged. A surprise charge costs more in support than the reminder costs in churn.

4.4 Failed payment recovery: retry at 1, 3 and 7 days with a plain link to update the card, and stop all marketing mail until it is fixed.

EmailTimingMust contain
receiptunder 60 samount, date, last 4 digits, support
renewal 30 daysT-30amount, date, cancel path
renewal 7 daysT-7amount, date, cancel path
payment failed1, 3, 7 daysupdate-card link only

Gate: a receipt arrives within 60 seconds in a live test, and every renewal email names the amount.

Stage 5 - Design win-back with a real reason to return

5.1 Trigger on 30-45 days of no session for a weekly-use product, or 2 missed cycles for a monthly one. A fixed 30 days for every product is a guess.

5.2 Email 1: what changed since they left. Two specific product changes, no "we miss you".

5.3 Email 2: one offer with an expiry, or a human offer of a 15-minute call. For B2B, the call outperforms the discount.

5.4 Email 3: the goodbye, with a one-click unsubscribe and a single question about why they left. This email produces the most useful feedback of the five flows.

5.5 Stop after 3 emails. A fourth is a spam complaint waiting to happen.

DayEmailContent
0what changed2 specific improvements
4offerexpiry-dated, one only
9goodbyeone question, one-click out

Gate: three emails maximum, and the goodbye email records the answer in a field, not in a reply inbox nobody reads.

Stage 6 - Set the suppression rules that stop the overlap

6.1 One priority order: transactional > payment failure > lifecycle flow > campaign. A lower priority never overrides a higher one.

6.2 Maximum one marketing email per 24 hours and three per week per person, regardless of how many flows they qualify for.

6.3 A user in the welcome flow is excluded from win-back and campaigns.

6.4 A user with a failed payment is excluded from everything except payment recovery.

6.5 Store the last send timestamp per person and check it at send time, not at schedule time.

-- eligibility check at send time
SELECT u.id
FROM users u
WHERE NOT EXISTS (
  SELECT 1 FROM sends s
  WHERE s.user_id = u.id AND s.sent_at > now() - interval '24 hours'
)
AND NOT EXISTS (
  SELECT 1 FROM flow_state f
  WHERE f.user_id = u.id AND f.blocking = true
);

Gate: a test user qualifying for 3 flows receives at most 1 email in 24 hours.

Stage 7 - Write subject lines to a rule, not a mood

7.1 Under 45 characters, so a phone shows the whole line.

7.2 No false urgency, no "Re:" or "Fwd:" fakery, no all caps, and at most one emoji or none.

7.3 The preview text continues the subject; it does not repeat it. 40-90 characters of preview is what most clients show.

7.4 Test one variable at a time on the same flow, with at least 1,000 recipients per variant before reading a result.

RuleTargetWhy
subject lengthunder 45 charsmobile truncation
preview length40-90 charscontinues the subject
emoji0 or 1spam and rendering risk
variants1 change at a timereadable result
sample1,000+ per variantnoise below that

Gate: every subject in the deck passes the length and fakery checks.

Stage 8 - Instrument the five flows before launch

8.1 Per email: sent, delivered, opened (with the caveat that opens are unreliable since privacy protection), clicked, goal completed, unsubscribed.

8.2 Per flow: goal completion rate, time to goal, and revenue or retention attributed to the flow.

8.3 Attribution: last non-direct click within 7 days, stated plainly in the report so nobody over-reads it.

8.4 A control group of 5-10% held out per flow, where volume allows. Without it, you are measuring the season, not the email.

MetricHealthy rangeRed flag
welcome goal rate15-40%under 8%
cart abandonment recovery5-15%under 2%
win-back return rate3-10%under 1%
unsubscribe per sendunder 0.4%over 1%
spam complaintunder 0.05%over 0.1%

Gate: all five flows have a goal event tracked, and one flow has a held-out control group.

Stage 9 - Review monthly and prune

9.1 Monthly: goal rate per flow, unsubscribe rate, and complaint rate. A flow below half the healthy range gets rewritten or retired.

9.2 Retire a flow that has not moved its goal in 3 months. A dead flow still costs sends and reputation.

9.3 Refresh copy every 6 months; the audience sees the same words repeatedly and the open rate decays.

9.4 Keep the spec and the copy deck in the same repo as the product, versioned, so the flow that ships matches the flow that was approved.

Gate: a monthly review with 3 numbers per flow, and one documented change from it.

Worked example

A subscription tool with 12,000 signups a month and no triggered mail.

FlowEmailsGoal rateRevenue effect
welcome334% activation+1,900 activations/month
abandoned checkout39% recovery+₹4,10,000/month
receipt and renewal40.3% failed payment₹90,000 recovered
win-back36% return+640 returning users
payment recovery341% recovered₹2,20,000/month

The biggest gain came from suppression, not copy: before the priority order existed, 22% of users got 3 emails in 2 days and unsubscribed at 1.4%. After, the unsubscribe rate fell to 0.3% and total sends dropped 18%.

Quality checklist

Failure modes

SymptomReal causeFix
User gets 3 emails in a dayNo priority order or send-time checkOne per 24 hours, checked at send
Welcome flow continues after activationExit condition is sequence end, not goalExit on the goal event
Abandonment email feels creepySent within minutes of the eventWait 2 hours minimum
Discounts train waitingPermanent incentive, no expiryOne incentive with a 72-hour expiry
Surprise charge complaintsRenewal email missing the amountName amount and date at T-30, T-7, T-1
Unsubscribe rate climbingToo many flows targeting the same personSuppression rules plus a frequency cap
Win-back emails read as guilt"We miss you" copyTwo specific product changes instead
Opens look great, clicks do notPrivacy-protected opens inflating the metricJudge on goal completion, not opens
Nobody can tell if a flow worksNo control group, no goal eventHold out 5-10% and track the goal
Flows multiply and nobody owns themNo owner per flowOne owner and one review date per flow

Copy-ready agent prompt

Read the skill at the URL above and design my lifecycle email flows. Ask me: what my product is, how I define activation, my signup volume, my average order value, and which tool sends my mail. Then give me the five flows with the exact trigger, the delay before each email, one goal event per flow, the copy deck with subject under 45 characters and preview text that continues it, the suppression priority order with a one-per-24-hours cap checked at send time, the receipt and renewal timings, and the instrumentation table with a healthy range per metric. Include the 5-10% control group and the monthly review. Tell me which flows would fire for a user who activates on day one, and confirm they would receive exactly one email.
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