Learn the six-step formula for creating an automated and effective SaaS trial. You’ll see increased activation rates, higher product engagement, and word of mouth growth.
Step 1 – Define Your Conversion Goals. What are you trying to accomplish with your SaaS trial, and how will you know that you nailed it? Learn three critical metrics you need to track.
Step 2 – Pinpoint Key User Behaviors. Successful users tend to complete key behaviors that lead to becoming a paid customer. Which qualifying events should you look for?
Step 3 – Map Out Your Activation Nudges. Well-timed nudges help users overcome hurdles, make decisions, and move closer to buying. Know what to send, when, and why.
Step 4 – Build Your SaaS Trial Journey. Choose from the three most common types of SaaS trial experiences to get started fast. Determine how to target, time, and personalize your messaging.
Step 5 – Write Emails & In-App Messages. With real-life examples as your guide, discover how to create top-notch content for every message in your SaaS trial journey.
Step 6 – Measure Your SaaS Trial & Iterate. Metrics reveal if your trial is actually working or not. Get visibility into key performance indicators to continually improve.
Help your users reach their “Aha!” moment