{"id":4231,"date":"2016-05-02T16:07:30","date_gmt":"2016-05-02T14:07:30","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=4231"},"modified":"2023-08-10T12:10:29","modified_gmt":"2023-08-10T10:10:29","slug":"saas-qa-convert-free-trial-users","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/","title":{"rendered":"SaaS Q&#038;A: How to convert free trial users to paying customers?"},"content":{"rendered":"<p>Converting free trial users to paying customers comes down to two objectives:<\/p>\n<ul>\n<li>Getting your trial users to the \u201caha\u201d moment as soon as possible<\/li>\n<li>Providing a frictionless experience, all the way through<\/li>\n<\/ul>\n<p>And both of these objectives live within the principle of <strong>customer success during the onboarding process.<\/strong>\u00a0So let\u2019s discuss each of these in a bit more depth \u2014 how they play into your customer onboarding process as a whole, and how they lead your users to seeing the value in your service.<\/p>\n<figure id=\"attachment_4242\" aria-describedby=\"caption-attachment-4242\" style=\"width: 984px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4242\" src=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1.png\" alt=\"SaaS free trial\" width=\"984\" height=\"466\" srcset=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1.png 984w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1-300x142.png 300w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1-768x364.png 768w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1-720x341.png 720w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/Intercom-free-trial-1-300x142@2x.png 600w\" sizes=\"auto, (max-width: 984px) 100vw, 984px\" \/><figcaption id=\"caption-attachment-4242\" class=\"wp-caption-text\">Source: blog.intercom.io. Intercom summarizes user feedback at the end of a free trial: Did they see the value or did they not?<\/figcaption><\/figure>\n<h1>Get them to the \u201caha\u201d moment ASAP<\/h1>\n<p>The \u201caha\u201d moment is when a user sees the value of your service. They get it; it clicks. For example, for us at ChartMogul, it\u2019s when a user imports their business data. Once they do that, they can actually, literally, <em>see<\/em> the benefits of our analytics software.<\/p>\n<h3>Determine your product&#8217;s aha moment<\/h3>\n<p>You can start by determining the product features that are core to seeing value. To do this you can look at data to find:<\/p>\n<ul>\n<li>Which app features are being used most frequently or fully<\/li>\n<li>Which documentation pages or parts of your knowledge base are being read again and again<\/li>\n<li>Which emails have the highest open rates and look at what features are discussed within<\/li>\n<\/ul>\n<p>Or\u2026 to go old school, just have a conversation with your paying customers. Ask which features made the buying decision for them.<\/p>\n<h3>Get users active immediately<\/h3>\n<p>According to <a href=\"https:\/\/www.crazyegg.com\/blog\/convert-trial-users\/\">CrazyEgg<\/a>, <strong>if a customer is active within 3 days, then they are 4x more likely to convert.<\/strong> So, the point is to get the user to start actually using it, even just the first step. How? Through helpful content and communication that guides them through your product.<\/p>\n<ul>\n<li>Onboarding content should highlight benefits and features associated with long-term success.<\/li>\n<li>It should be brief and promote their own intuitive learning.<\/li>\n<li>Find the right medium for your company. Demo videos, webinars, automated email campaigns? Perhaps even providing a personal demo for an individual user.<\/li>\n<\/ul>\n<h1>Provide a frictionless experience<\/h1>\n<p>The first part of this is managing their expectations.<\/p>\n<ul>\n<li>Don\u2019t oversell your features or overpromise results. Disillusionment rips a huge hole in your conversion funnel; it\u2019s a sure-fire way for users\u00a0to drop out.<\/li>\n<li>Let them know what to expect during the trial. Are you going to send them emails throughout with information and tips? (Yes.) Let them know. That way they won\u2019t be annoyed or feel spammed, they\u2019ll feel more inclined to actually open the email \u2014 and who knows, they may be looking forward to them.<\/li>\n<\/ul>\n    <blockquote class='wp-block-quote tweetquote'>\n        <p> Disillusionment rips a huge hole in your conversion funnel; it\u2019s a sure-fire way for users\u00a0to drop out. <\/p>\n        <a href=\"https:\/\/twitter.com\/intent\/tweet?text=&raquo;+Disillusionment+rips+a+huge+hole+in+your+conversion+funnel%3B+it%E2%80%99s+a+sure-fire+way+for+users%C2%A0to+drop+out.+&laquo;&amp;url=https%3A%2F%2Fchartmogul.com%2Fblog%2Fsaas-qa-convert-free-trial-users%2F\" class=\"btn\" rel=\"external nofollow\" target=\"_blank\">Tweet this quote<\/a>\n    <\/blockquote>\n<p>Here are some other things you can do:<\/p>\n<h3>At free trial signup<\/h3>\n<ul>\n<li>Don\u2019t require a credit card<\/li>\n<li>Condensed sign-up forms: keep it short and sweet. ie- Require just an email at first.<\/li>\n<li>Clear call to action, with an explanation of what will happen next. Give your users certainty about what will happen when they submit, and they\u2019ll be more likely to click that button.<\/li>\n<li>Early communication that introduces the product. Greet them with a personalized (and automated) email directly after signup, or even a phone call.<\/li>\n<\/ul>\n<h3>Throughout free trial<\/h3>\n<p>Action-based, behavior-based communication with users. Don\u2019t switch on a time sequence schedule that emails users on Day X, Day Y, and Day Z. The one-size-fits-all approach is drastically less effective here.<\/p>\n<blockquote><p>\u201cIf you\u2019re still sending emails based on a timed sequence instead of triggered by actual user behavior, you\u2019re 100 percent doing it wrong.\u201d \u2013 <a href=\"http:\/\/www.business2community.com\/email-marketing\/saas-email-marketing-mistakes-affect-free-trial-conversion-rates-01386353#Zb3JuP0DocglZQVH.97\">Lincoln Murphy<\/a><\/p><\/blockquote>\n<p>You can still automate the communication, but design it so that user behavior triggers certain emails, emails that prompt them to the next logical step in your app, to the next plateau where they will see even more value.<\/p>\n<p>In this way, you assist heavily engaged users and also re-engage idle accounts that are at risk of falling into the void.<\/p>\n<p><em>Extra tips:<\/em><\/p>\n<ul>\n<li>Make these emails personalized. Use the customer\u2019s name and sign off with your own name, as well. This helps build trust.<\/li>\n<li>A\/B test the emails to see what works best.<\/li>\n<\/ul>\n<p><em>And if a users fall inactive? <\/em>Follow these tips on <a href=\"https:\/\/chartmogul.com\/blog\/ensuring-trial-customers-get-value\/\" target=\"_blank\" rel=\"noopener\">how to engage mid-trial users<\/a>.<\/p>\n<h3>End of free trial<\/h3>\n<p>As the free trial winds to a close&#8230;<\/p>\n<ul>\n<li>Create a sense of urgency to upgrade to a paid plan. Simply remind them that the days are numbered, or go as far as to offer a special feature or discount if they sign up.<\/li>\n<li>The upgrade workflow should be ridiculously clear and simple. As <a href=\"https:\/\/www.chargify.com\/blog\/increase-free-trial-conversions\/\">Chargify<\/a> says, <strong>\u201cthe upgrade path should be no more than one or two clicks away.\u201d<\/strong><\/li>\n<li>Include an \u201cUpgrade\u201d Call To Action within the app itself during their trial period. Make the button prominent, eye-catching. This is a constant reminder that the user could enjoy the product beyond the remaining number of days. <a href=\"http:\/\/www.appcues.com\/\">Appcues<\/a> does this in their trial workflow, as Chargify pointed out:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-4237 size-full-column\" src=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues-720x168.png\" alt=\"chargify Appcues\" width=\"720\" height=\"168\" srcset=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues-720x168.png 720w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues-300x70.png 300w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues-768x179.png 768w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues.png 967w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/chargify-Appcues-300x70@2x.png 600w\" sizes=\"auto, (max-width: 720px) 100vw, 720px\" \/><\/li>\n<li>Design your pricing page so that each plan is clearly distinguished, with cost and features easy to grasp. If you\u2019d like to learn more about pricing pages, my colleague completed an awesome analysis of pricing pages in the SaaS space. Well worth a read: <a href=\"https:\/\/chartmogul.com\/blog\/b2b-saas-pricing\/#gs.6Lvofic\">5 key learnings from analyzing top B2B SaaS pricing pages<\/a><\/li>\n<\/ul>\n<p>And when a user doesn\u2019t convert by the end of the free trial, try the following:<\/p>\n<ul>\n<li>Offer a free trial extension, even just seven days. Accompany this offer with a request for feedback: \u201cWhy weren\u2019t they ready to purchase? Is there anything unclear? How can you help?\u201d<\/li>\n<li>Also follow this up with pointed emails to get them to an \u201caha\u201d moment, as they clearly haven\u2019t reached one yet. Take this opportunity to really put the value of the product in front of them.<\/li>\n<\/ul>\n<p>Again, you have the chance to re-engage and convert the users who\u00a0weren\u2019t successful\u00a0in the free trial. And you also get invaluable feedback that can help you refine your product roadmap and improve the trial experience moving forward.<\/p>\n<hr \/>\n<p>This answer was originally published on Quora. View the original thread here:\u00a0<a href=\"https:\/\/www.quora.com\/How-to-convert-free-trial-users-to-paying-customers\"><span class=\"rendered_qtext\">How to convert free trial users to paying customers?<\/a><\/p>\n<h1>Share and follow!<\/h1>\n<blockquote class=\"twitter-tweet\" data-lang=\"en\">\n<p dir=\"ltr\" lang=\"en\">NEW \u2014 SaaS Q&amp;A: How to convert free trial users to paying customers? <a href=\"https:\/\/t.co\/jIfReqQoZp\">https:\/\/t.co\/jIfReqQoZp<\/a> <a href=\"https:\/\/twitter.com\/hashtag\/SaaS?src=hash\">#SaaS<\/a> <a href=\"https:\/\/twitter.com\/hashtag\/Conversion?src=hash\">#Conversion<\/a> <a href=\"https:\/\/t.co\/6sNdbBB5Lq\">pic.twitter.com\/6sNdbBB5Lq<\/a><\/p>\n<p>\u2014 ChartMogul (@ChartMogul) <a href=\"https:\/\/twitter.com\/ChartMogul\/status\/727138446318391296\">May 2, 2016<\/a><\/p><\/blockquote>\n<p><script src=\"\/\/platform.twitter.com\/widgets.js\" async=\"\" charset=\"utf-8\"><\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The data shows that the vast majority of free trial signups do not have a happy ending: The users do not upgrade to a paid plan. But there are still several things you can do to encourage customer conversions.<\/p>\n","protected":false},"author":15,"featured_media":4234,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[166,167,76,165,158],"class_list":["post-4231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-gtm","tag-conversion","tag-customer-onboarding","tag-customer-success","tag-free-trial","tag-saas-qa"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>SaaS Q&amp;A: How to convert free trial users to paying customers? | ChartMogul<\/title>\n<meta name=\"description\" content=\"The data shows the majority of free trial signups don&#039;t convert to paying customers. But there are still many things you can do to encourage conversions.\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"SaaS Q&amp;A: How to convert free trial users to paying customers? | ChartMogul\" \/>\n<meta property=\"og:description\" content=\"The data shows the majority of free trial signups don&#039;t convert to paying customers. But there are still many things you can do to encourage conversions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\" \/>\n<meta property=\"og:site_name\" content=\"ChartMogul\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/chartmogul\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-02T14:07:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-10T10:10:29+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/quora-red@2x.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1880\" \/>\n\t<meta property=\"og:image:height\" content=\"800\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Annie Musgrove\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@chartmogul\" \/>\n<meta name=\"twitter:site\" content=\"@chartmogul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Annie Musgrove\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\"},\"author\":{\"name\":\"Annie Musgrove\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/e979f1d481d1e79a1dd14ee7a9e1f61e\"},\"headline\":\"SaaS Q&#038;A: How to convert free trial users to paying customers?\",\"datePublished\":\"2016-05-02T14:07:30+00:00\",\"dateModified\":\"2023-08-10T10:10:29+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\"},\"wordCount\":1098,\"commentCount\":2,\"publisher\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/quora-red@2x.png\",\"keywords\":[\"conversion\",\"customer onboarding\",\"customer success\",\"free trial\",\"saas q&amp;a\"],\"articleSection\":[\"GTM\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\",\"url\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/\",\"name\":\"SaaS Q&A: How to convert free trial users to paying customers? | ChartMogul\",\"isPartOf\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/saas-qa-convert-free-trial-users\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2016\/05\/quora-red@2x.png\",\"datePublished\":\"2016-05-02T14:07:30+00:00\",\"dateModified\":\"2023-08-10T10:10:29+00:00\",\"description\":\"The data shows the majority of free trial signups don't convert to paying customers. 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