A simple step-by-step guide to help you drive more revenue with targeted email campaigns.
Email is the highest-ROI channel for membership businesses — especially in December.
These done-for-you templates help you:
Your only job is to choose the right template, customize it, and send it to the right audience.
Use the templates provided in this playbook:
Pick just one to start — simplicity wins. Our recommendation is to target the biggest segment available to you.
To check which of your segments is the largest:
To find $0 LTV Leads: Filter by user type → Lead, then click "more filters," under "Lifetime amount" place a 0 in the "$ max" field. The top left of the table shows the total number in that segment.
To find Churned Customers: Filter by user type → Member, then filter by status → Churned.
To find Monthly Subscribers: Go to the Subscription Tab and find your monthly plans.
This is the most important step. After setting up the Details and Email Design, click Recipients to choose who to send to. Regardless of segment, you'll start by clicking "Add Group".
💡 Tip: Use the "Matching All" option above the filters to make sure only the correct segment receives the email.
💡 Best Practice: Send mid-morning or early afternoon for high engagement.
✔ Use a strong, clear offer
Pick one main offer type (don't stack three ideas at once): 30% off your first 3 months (great for getting new people in the door) or 20–30% off your annual plan (great for upgrading existing monthly members).
Add real urgency by making it time-bound and/or limited: run it for 2–5 days max with a clear deadline, or cap it: "Available for the first 25 people who join/upgrade." If you say the offer ends Sunday, it ends Sunday.
✔ Send more than once
People miss emails. Sending a reminder 48–72 hours later increases conversions significantly.
✔ Use buttons for your CTA
Buttons outperform text links.
✔ Personalize the intro
Adding variables like {{user.first_name}} meaningfully boosts engagement. When editing a text block in your emails, find a handy list under the { } icon.
✔ Auto-apply coupon codes to checkout links
✔ Add a Deadline (2–5 Days)
Your email sequences will perform dramatically better if your offer has a clear expiration date. Deadlines reduce procrastination, boost email engagement, turn reminders into powerful "last chance" nudges, and make your offer feel special. Choose a 2–5 day window and state it clearly in each email. Always send a final reminder email on the last day.
EMAIL #1 — "Exclusive Offer"
Subject: This is your sign to start [topic].
Preview text: What if you didn't wait for January?
Hi {{user.first_name}}, Every year, people say the same thing: "I'll start in January." But the people who actually see results? They're the ones who start before the rush. That's why I put together something special just for new members this month:
👉 Insert exclusive offer — e.g., 25% off annual, bonus program, etc.
Here's what you'll get the moment you join: Immediate access to [key benefits] / A simple plan you can start today / A preview of what's coming in January / Support + community so you're not doing it alone
Insert 1–2 sentence story about why December matters. If you've been waiting for a sign, this is it. Start today and give yourself momentum going into the new year.
👉 Join now
[Customer testimonial] / See you inside, [Creator Name]
EMAIL #2 — "January Preview"
Subject: Want a sneak peek at what's coming?
Preview text: Ready for something new?
Hey {{user.first_name}}, If you've been thinking about joining [Membership Name], here's a little preview of what's coming in January: New challenge/program / Weekly schedule or plan / Special event/workshop
This is the kind of momentum-builder that helps people start the new year already ahead. And if you join this month, you'll still get:
👉 Insert exclusive December offer again
Your future self will thank you for starting early. 👉 Join here
EMAIL #3 — "Last Call"
Subject: Last chance: your December offer ends tonight.
Preview text: Will you start now or wait again?
Hi {{user.first_name}}, Quick reminder that your exclusive new-member offer ends tonight:
👉 Insert offer
If you want to step into January already moving forward instead of starting over, now is the perfect moment. 👉 Join before it expires
See you inside, [Creator Name]
EMAIL #1 — "Here's the New Content You Haven't Seen Yet"
Subject: You haven't seen any of this yet…
Preview text: New programs to help you achieve [goal]
Hey {{user.first_name}}, Since you left, we've released a ton of new content inside [Membership Name] designed to help you stay consistent, level up your skills, and enjoy fresh guidance each week.
Here's some of what's waiting for you:
📘 New programs: Insert new program #1 / Insert new program #2
🎥 New series: Insert series #1 / Insert series #2
🔥 New live sessions: Insert recurring live schedule or special events
📅 Upcoming January launch: Tease a challenge, program, or themed month
If you've been wanting structure, this is it. Your offer is still available:
👉 Insert winback offer
See you soon, [Creator Name]
EMAIL #2 — "Here's What's New Since You Left"
Subject: A lot has changed inside [Membership Name]…
Preview text: Want to see what's new?
Hi {{user.first_name}}, It's been a bit since you were part of [Membership Name], and we've made some meaningful improvements to make your experience smoother, more interactive, and more motivating than ever.
Here's what's new:
✨ Cleaner, easier-to-use mobile experience — A refreshed design that makes finding content, managing your favorites, and staying on track much simpler.
✨ Video Notes — You can now take personal, timestamped notes while watching videos.
✨ Better progress tracking — Our improved calendar tools help you stay consistent, see your streaks, and track what you've completed.
And since you were part of the community before, I'd love to welcome you back with an exclusive winback offer:
👉 Insert aggressive offer — e.g., 50% off your first month, 30% off first 3 months, 30% off annual, etc.
Hope to see you back inside, [Creator Name]
EMAIL #3 — "The Story & The Moment"
Subject: What if this was your fresh start?
Preview text: What's one small step you could take today?
Hi {{user.first_name}}, I've been thinking about something lately… the moment when someone decides they're ready to begin again. It's rarely dramatic. It's usually a small spark: "I want to feel like myself again." "I miss the structure." "I was doing better when I was part of that community."
If any part of that feels true for you, this is your invitation to restart — gently, with support, structure, and a clean slate. Inside [Membership Name]: fresh content, an upgraded app experience, upcoming January programs, a community ready to support you.
And your exclusive return offer ends tonight:
👉 Insert winback offer
I'd love to support your next chapter, [Creator Name]
EMAIL #1 — The Announcement (Day 1, morning)
Subject: Our Biggest Annual Membership Deal of the Year Starts NOW 🎉
Preview text: Ready to lock in your lowest price for the next 12 months?
Hi {{user.first_name}}, If you've ever considered switching from monthly to an Annual Membership, this week is the best time to do it. For a limited time, we're offering [Discount_Amount] off your Annual Membership — our biggest savings of the entire year. Upgrading today brings your membership down to just [Daily_Price] per day.
How to upgrade (takes 60 seconds): Log into your account → Go to Manage Subscription → Click Change Plan → Select Annual Membership → Enter code CODE at checkout. Any remaining time from your current monthly cycle rolls over automatically.
This offer is only available for X days, and once it's gone, it's gone.
[Creator_Name]
EMAIL #2 — The Reminder (Day 3, midday)
Subject: Reminder: Your Annual Upgrade Savings Are Live ([Daily_Price]/day!)
Preview text: Most members who see the biggest results commit to the annual plan.
Hi {{user.first_name}}, Just a quick reminder that your Annual Membership discount is live, and members who commit for the full year see better results: they stay consistent longer, follow more full programs, see more momentum, don't lose progress when life gets busy, and feel more "all in." Plus they save money.
Your upgrade brings the cost down to just [Daily_Price] per day, and the offer ends in just X days. Upgrade in one click: Log into your account → Manage Subscription → Change Plan → Annual Membership → Enter code CODE.
[Creator_Name]
EMAIL #3 — Last Chance (Day 5, evening)
Subject: Last Chance! Annual Membership for Just [Daily_Price]/Day Ends Tonight ⏳
Preview text: Your exclusive annual savings expire in a few hours — don't miss it.
Hi {{user.first_name}}, This is it. Your last chance to upgrade to the Annual Membership and lock in [Discount_Amount] off before the offer expires at midnight tonight.
Upgrade now, it takes less than a minute: Log into your account → Manage Subscription → Change Plan → Select Annual Membership → Enter code CODE.
I'd love to support you all year long. Let's do this 💪
[Creator_Name]
This addendum gives fitness creators specific, high-converting angles to use inside their December emails — built on nationally representative survey data of 1,257 U.S. adults. These insights tell you why people buy fitness products in December, why they quit, why they return, and what motivates them to take action.
The Data: 38% of Americans make a fitness purchase between Nov–Jan. Holiday launches see 10–20% higher success rates. Creators who launch before the new year earn 3–4× more.
Plug-and-play phrases:
This transforms your offer into a now-or-wait-till-next-year decision.
The Data: 46% of people who set fitness goals fail to stick with them. Top reasons people quit: low motivation, low energy, boredom, slow progress. The problem isn't access — it's support.
Plug-and-play phrases:
The Data: 23% of people say they choose online fitness because it's convenient. Time & lifestyle pressures are major obstacles.
Plug-and-play phrases:
That last line is gold for conversions. Use it everywhere.
Fitness creators should aggressively highlight: January Challenge, Holiday Program, New Series, Weekly training schedule, Guided calendar, Accountability tools, and Progress tracking. Because this is what drives people to buy and stay.
Plug-and-play phrases:
The Data: Holiday members stay subscribed an average of 16 months. Programs launched before January outperform late launches.
Plug-and-play lines:
These CTAs speak to real desires, not generic actions.
For $0 LTV Leads:
For Churned Customers:
For Monthly → Annual Upgrades:
If you follow these steps and send even one targeted email this month, you're almost guaranteed to generate revenue, often significantly more than most creators expect.