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Trial conversion

Help the trial reach a decision. Stop the moment it converts.

Use the trial-start event to open a focused path, remind customers of value they have actually reached, and exit on subscription instead of sending stale urgency.

The starter timing assumes a 14-day trial and is adjustable for your billing model.

Lifecycle path
Trial conversion

Context decides the send

Trial ending in 3 days

Audience

01

Plan is Pro

Condition

02

Renewal reminder

Message

03

Run recorded

Evidence

04
One recipient per dispatch

[ 01 / 04 ]Trial messaging

A countdown cannot replace evidence of value.

A countdown treats active and stalled trials alike, creating noise for one and pressure without help for the other.

All trials look identical

The journey ignores what each account completed.

Help arrives too late

The first useful nudge appears near expiry instead of when progress first stalls.

Converted users keep hearing urgency

Subscription state and the email queue disagree, eroding trust immediately after purchase.

[ 02 / 04 ]Starter journey

Open on trial start and close on subscription.

01

Enter on trial start

Record the trial window and the product state that should define meaningful progress.

02

Let usage create context

Collect product events while the customer explores instead of front-loading generic reminders.

03

Make the decision clear

Recap realized value, remove the next obstacle, and stop as soon as subscription starts.

Conversion controls

  • Trial-start entry event
  • Subscription-start exit event
  • Adjustable timing
  • Product-context variables

[ 03 / 04 ]Better segmentation

Segment by progress, not just days remaining.

Trigger

Calendar-only trial email

Imported trial-expiry date

Product-aware trial flow

Committed trial-start event with current account context

Message

Calendar-only trial email

The same countdown for every account

Product-aware trial flow

Guidance based on achieved value and unfinished setup

Exit

Calendar-only trial email

Campaign completes on its schedule

Product-aware trial flow

Subscription event removes the contact immediately

Evaluation

Calendar-only trial email

Opens and clicks in isolation

Product-aware trial flow

Delivery evidence read beside conversion and activation events

Questions people ask us

Make every trial email reflect actual product progress.

Start with trial and subscription events, then add only messages that remove a decision barrier.