From Trial to Triumph: 8 Steps to Convert Free Users into Paying Customers with Email

By Bulk Mail Verifier | 10/26/2023, 8:36:34 PM

Sometime recently, we bounced into the area you likely came here for. Let me be exceptionally clear that none of the techniques underneath will settle your transformation issues overnight. Instep, these are devices that will assist you in reaching your general transformation goal—which ought to be to guarantee that the product's seen esteem is continuously higher than the toll of the item and the grinding the client encounters amid the trial period.

With that said, let's hop into our best procedures for expanding your free trial transformation rate:

1: Optimize your Trial Client Travel for Transformations

As an advertiser, I know that we're continually attempting to utilize "best practices'' or model what the "best-in-class" companies do. Still, now and then, you would like to inquire yourself whether or not the collection of best hones complement each other and make a consistent encounter.

The perfect way to do email marketing is to put yourself in the prospect's shoes and go through the experience the way they do. Beyond any doubt, I get it simply that you may need to pack that opt-in frame with areas so you'll be able to progress the way you fragment clients in your CRM framework, but let me guarantee you that 40 areas are way as well. Use this checklist to assess each step of your free trial signup preparation:

Sometime recently, a free trial client signed up:

  1. Does each step have a reliable story from one to the other for the email marketing?
  2. Does each step within the handle offer assistance to the client to finish a useful or passionate result they anticipated from the email marketing?
  3. Are all the form fields on your free trial signup page fundamental?
  4. Does each step guarantee a change to the user's status quo?
  5. Are protests, anxieties, or concerns tended to when they emerge?
  6. Is the product's dialect, information, and usefulness steady with the promotion?
  7. Are you building up validity with social confirmation, tributes, and real-world outcomes?
  8. Did you evacuate all pointless points of contact and diversion from workflows?

After a free trial, the client signs up:

  1. Did the beginning with a run of the item lead to a particular, significant, and speedy win?
  2. Is the workflow for the first-run encounter as streamlined as conceivable?
  3. Are you restricting the sum of time clients spend holding up or in limbo?
  4. Are you utilizing guided demos or item tours to offer assistance to clients to get a fast win?
  5. Are you incentivizing or coordinating clients toward specific behaviors?
  6. Are you emailing clients to assist them in exploring the item or accomplishing a result?
  7. I do not prescribe optimizing more than one of these at a time. In the event that it is not, it will be troublesome to know what alter is really impacting your transformation rate.

2: Communicate Desires Clearly All through the Trial Period

Most users need to know accurately what they're getting into with free trials of email marketing apps, and there are a few ranges that you absolutely should cover when showcasing your free trials. We'll call those the essentials. But in case you truly need to require your transformation rates to the following level, you'll need to utilize a few of the "advanced tactics" recorded below.


How long does the process take? This seems simple, but it can take many forms. Do you use hours, days, weeks, or months? Does it start from the moment you sign up or from the moment you log in? Saying this as clearly as possible helps a lot. 

Features: What features are included in the 

 free trial? This is especially important if you're using a freemium model. Ideally, you want to focus on the required features and usage level so that the user reaches her AHA moment and wants to upgrade to a premium account to use the tool more efficiently in email marketing. 


If a user decides to sign up, how much will it cost? Is it a flat rate, pay-as-you-go rate, tiered rate, or per-user rate? Are there any activation or implementation fees associated with your product? Will users be automatically charged or enrolled in recurring payments? One of the biggest benefits you can do for your customers and yourself is to clarify what happens after the free period. 


If a customer does not purchase the paid version, will they lose access to the product at the end of the trial period? What if they want to save their progress or migrate their data? If you're using a freemium model, will trial users still have access to the product after the trial period? Will it change their experience in any way? 


How can a customer cancel a trial or paid version? Can they do this themselves, or do they need to contact Customer Success? Is this an opt-out trial? If so, does the user have a grace period before being billed for the full service? It may sound counterintuitive, but including cancellation information can actually increase conversions. 

3:  Makes upgrading or downgrading easier. 

Another way to encourage users to upgrade through email marketing is to reduce friction everywhere, which makes it difficult for users to switch from a free account to a paid account. 

Before we make upgrades easy, we need to emphasize that we also need to make downgrades and cancellations easy. 

Inquire yourself:

  1. Do clients need to contact a deals agent or send an email to client support to arrange to actuate the account?
  2. Do they have to give any individual data, like their title or email address, that they've as of now given and are presently entering for the moment, third, or fourth time?
  3. Do they need to fill out extra shapes that take longer and require numbers that are not simple to calculate (income, exchange volume, mixed rate for installment expenses)?

4: Utilize Chabot’s or Deals Apparatuses to Proactively Handle Protests

Sometime recently, most clients have switched to a paid adaptation. They ponder almost the few dazzling questions that are holding them back. Questions like

  1. “Will this conclusion up being a time suck?",
  2. “Will I really utilize this item long-term?"
  3. "Is this a good fit for my group?"
  4. "Will taking a toll legitimize the results?"

No matter what the protest is, you must reply to these through the email marketing, or they will surface afterward (either together with your deals group, client victory, or on an audit board after they churned).  Increase your trial conversion rate by simply sending an automated message to your free trial visitors, such as "Do you have any questions about pricing," when they spend more than 30 seconds on your pricing or upgrade pages? 

5: Reminding users why they should upgrade and why they have every chance 

Many companies make the mistake of waiting until the trial period ends to encourage users to upgrade, but by then, it's too late. It often happens. Let's say you have a 30-day trial period. Once the trial ends,  send users an email or in-app prompt directing them to a paid subscription link. By the time a user sees your message and considers your offer, they may have already gone several days without getting your item. What in case they realize they do not miss it as much as you trusted? What in the event that they overlooked logging in and never utilized your computer program? Why would they begin paying you after realizing they do not require your item as gravely as they thought?

Instep, discover each pardon to remind these clients that they are in a free trial period through the email marketing, which they have the choice to update to a paid account at any time.

There are a number of ways to do this:

  1. In-app notices that highlight everything they can do with a paid account
  2. Include call-to-actions in onboarding recordings, back messages, and promoting emails
  3. Send occasional email notices offering results clients might like
  4. Set up a notification system to caution clients when the trial is a almost to run out

6: Utilize Checklists to Propel Clients to Stay Around

Checklists make your item more sticky, meaning they are more likely to keep utilizing it for a few reasons. 

On the other hand, the sunk cost dilemma is triggered. After users make significant progress and achieve short-term wins, they are less likely to unsubscribe from your product and follow the same steps as your competitors. We want to maintain this progress.

Checklists through the email marketing also allow you to take advantage of a psychological effect called "gifted progress." This basically means that the closer people think they are to achieving something, the more likely they are to complete it. People love to finish what they start. There's nothing wrong with using it to get closer to achieving the results you want. 

Once you have completed the checklist, you can combine it with another powerful psychological tactic. It's about incentivizing users. MailChimp uses virtual high-fives when sending campaigns. Asana has a feature where a unicorn flashes on your screen when you complete a task. Why? Because we want you to experience a dopamine rush and feel like you're doing something right. 

7: Track product usage and trigger activity-based alerts. 

Once a user signs up for a free trial, there's no reason for the information to stop, even if you don't know where they are in the process. If you don't know where your users are in the process, having sales reps talk to them frequently can be costly and annoying. 

If you're using the free trial program and still suffering from "black box" issues, invest in tools like Pendo, Mixpanel, or UserIQ to monitor users and their actions and track functionality. The time may have come. They are the most used. (FastSpring uses Pendo). 

These tools work well because they can send emails based on activity triggers. Let's say a user signs up for a free account, clicks to create a product, then forgets about it and leaves the page. This user will receive an email from the email automation system and Customer Success Manager, as well as a video and some self-service tutorials that the user can follow to take the next step in the process. It will be done. 

Many testing programs ultimately fail because the company does not actively help customers pass the testing stage. In most cases, the trial ends without any user activation. You can avoid this problem by using activity-based triggers. 

8: Personalize communications at each stage of the trial period. 

When designing a communication plan to increase free trial conversions,  consider creating a customized messaging plan for your customers at each stage of the trial cycle. 

Here are some sample stages: 

  1. Website visitors who have not activated a trial version, 
  2. customers who are currently on a trial period, 
  3. free trial users who have not purchased a paid version. 

Suppose you want to contact free trial users who didn't convert. Retargeting campaigns allow you to nurture and support your customers during their trial period and encourage them to convert by: 

  1. Notify the end of a free  trial period 
  2. Offer a limited-time discount on signups 
  3. Promote extension of the contract period