Invite to Upgrade
Send this when product usage or account limits make a paid plan relevant. Tie the upgrade to a specific need, show what the next plan unlocks, and give customers a direct route to billing. Update the plan names, limits, and destination URL so the message reflects what the recipient can buy.
Loops
Exclude customers who already upgraded
Build the audience from plan and usage properties, then exclude accounts that already changed plans. Keep the billing link specific to the recipient’s workspace. A general promotion belongs in a campaign; this message should reflect an observed account need.