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Convert trials before they expire
Encourage trial users to upgrade by triggering timely reminders and exclusive incentives before their free access ends.
Goals
Increase trial-to-paid conversion rate
Reduce user drop-off after trial
Boost early-stage customer engagement
Industries
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Description
Free trials generate valuable interest. Without timely follow-up, that interest can fade before users convert. This use case helps you secure more upgrades by engaging users just before their trial ends. Through a short, automated sequence combining email and WhatsApp, you reinforce product value, create urgency, and guide the user toward a paid plan.
Implementation Effort
Impact on a goal
Assets
No items found.
Detail user scenario
When a user’s trial is set to expire in three days, an automated email reminds them of the upcoming deadline while highlighting key benefits of upgrading. Two days later, a WhatsApp message is sent with a time-sensitive incentive or feature recap to drive conversion. The entire journey is short, clear, and personalized, helping users act while their interest is still high.
Step-by-step
1
The trigger is set to activate when a trial ends in 3 days
2
At that point, a reminder email is sent to the user
3
After a waiting period of 2 days, a WhatsApp message is sent
Detail user scenario
Step-by-step
1
The trigger is set to activate when a trial ends in 3 days
2
At that point, a reminder email is sent to the user
3
After a waiting period of 2 days, a WhatsApp message is sent
How to implement it?
Implementing use case automation involves several key steps and tools. Here's a comprehensive ressources to get you started:
Used Modules
Pop-Ups
Collect information from your visitors and navigate them on the website.
SMS Messages
Automate SMS delivery based on user actions or specific conditions.
Push Notifications
Delivers personalized notifications to users of your website (webpush) or app (mobile push).
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