Improve Trial Conversion

When a user doesn't convert, you want to know why. A micro-survey displayed at exactly the right time gives you a window into understanding the most relevant question: To pay or not to pay?

The better you understand why free users don’t convert to paid users, the higher your revenue. You can make an informed decision about what to change in your offering to make more people pay for your service.

Formbricks Approach

Ask at exactly the right point in time
Ask to understand the problem, don’t ask for solutions

Installation

To display the Trial Conversion Survey in your app you want to proceed as follows:

Create new Trial Conversion Survey at app.formbricks.com
Set up the user action to display survey at right point in time
Print that 💸

We assume that you have already installed the Formbricks Widget in your web app. It’s required to display messages and surveys in your app. If not, please follow the Quick Start Guide (takes 15mins max.)

1. Create new Trial Conversion Survey

If you don't have an account yet, create one at app.formbricks.com

Click on "Create Survey" and choose the template “Improve Trial Conversion”:

2. Update questions (if you like)

You’re free to update the questions and answer options. However, based on our experience, we suggest giving the provided template a go 😊

Want to change the button color? You can do so in the product settings!

Save, and move over to the “Audience” tab.

3. Pre-segment your audience (coming soon)

Filter by attribute coming soon We're working on pre-segmenting users by attributes. We will update this

manual in the next days.

Pre-segmentation isn't relevant for this survey because you likely want to solve all people who cancel their trial. You probably have a specific user action e.g. clicking on "Cancel Trial" you can use to only display the survey to users trialing your product.

4. Set up a trigger for the Trial Conversion Survey:

How you trigger your survey depends on your product. There are two options:

Trigger by Page view: Let’s say you have a page under “/trial-cancelled” where you forward users once they cancelled the trial subscription. You can then create an user Action with the type Page View and add select Limit to specific pages to add url filters, with the following settings:

Whenever a user visits this page, the survey will be displayed ✅

Trigger by Button Click: In a different case, you have a “Cancel Trial" button in your app. You can setup a user Action with the according Inner Text like so:

Please have a look at our complete Actions manual if you have questions.

5. Select Action in the “When to ask” card

6. Last step: Set Recontact Options correctly

Lastly, scroll down to “Recontact Options”. Here you have to choose the correct settings to make sure you gather as many insights as possible. You want to make sure that this survey is always displayed, no matter if the user has already seen a survey in the past days: