Implementing Trial Offers
Implementing Trial Offers
Implementing Trial Offers

In an effort to increase conversions for the Judge.me paid plan on the B2B app, we introduced a system of trial offers delivered via modals to targeted users. By designing specific flows based on identified user personas, we effectively increased trial adoption and engagement with the paid features, leading to measurable improvements in overall conversion rates.

01

Problem

Problem

Problem

Improve percentage of upgrades to the paid plan and lower the gap between user engagement and paid feature adoption.

02

Solution

Solution

Solution

Implemented targeted trial offers through modals, specifically designed for different user personas. These modals surfaced at key moments in the user’s workflow, highlighting relevant paid features. This personalised approach not only increased feature awareness but also drove a significant boost in upgrade rates, all without requiring additional dev work.

03

User personas

User personas

User personas

To optimise the effectiveness of our trial offers, we segmented users into key personas: dropshippers, low revenue merchants, high revenue merchants, low reviews collected, and those who migrated from other review apps. Each persona had unique needs and pain points.

Dropshipper

Driven entrepreneurs that want to start their own business from home without having to deal with shipments.

Build trust quickly with potential customers by generating reviews.

Goals

Limited brand recognition, fast turnover of products, and low customer loyalty.

Pain points

Quick and easy ways to collect reviews, integration with multiple platforms, and automation tools to streamline the review collection process.

Needs

Frequently changes products, highly dependent on social proof, and looks for cost-effective solutions.

Behaviours

Low revenue shop

A shop that has low sales, normally a side business.

Increase sales while keeping costs down.

Goals

Limited budget, low product visibility, and difficulty in gaining traction with customers.

Pain points

Affordable solutions with a clear ROI, simple review management tools, and basic automation for collecting reviews.

Needs

Cautious about spending, prioritises tools that offer the most immediate value, and needs to see a direct impact on sales.

Behaviours

High revenue shop

A shop that has higher sales, normally a brand that has a team working full-time on it.

Manage large volumes of reviews and maintain a positive brand image.

Goals

Overwhelmed by the volume of customer feedback, the need for more advanced reporting, and scalability concerns.

Pain points

Advanced features for filtering and responding to reviews, robust analytics, and customisation options to align with brand standards.

Needs

Focuses on efficiency and scaling operations, values advanced features over cost, and prefers tools that can integrate with other platforms.

Behaviours

Shop with low number of reviews

A shop that has just started business or has a low review rate.

Increase the number of reviews to build credibility and trust.

Goals

Struggles to encourage customers to leave reviews, limited engagement from past customers, and low conversion rates.

Pain points

Automated review request systems, incentives for leaving reviews, and easy-to-use tools to increase response rates.

Needs

Frustrated by low customer engagement, focuses on increasing volume over quality, and is willing to try new methods to boost reviews.

Behaviours

Migrated from other reviews app

A shop that used other review app to collect their reviewsbut changed to Judge.me for any reason.

Seamless transition to a new platform with minimal disruption.

Goals

Concerns about losing previous reviews, unfamiliarity with new platform features, and potential technical issues during migration.

Pain points

Smooth data migration, easy onboarding, and tools that enhance what they had on the previous platform without steep learning curves.

Needs

Focuses on reliability and ease of use, values a frictionless experience, and seeks a smooth review import process.

Behaviours

04

Goals

Goals

Goals

Improve product education for different segments of users and teach the value of the paid plan by letting users to experience its value firsthand and encouraging them to upgrade.

05

Setting procedures

Setting procedures

Setting procedures

Minding the constraints and complexity of Appcues, I've created a standard operating procedure (SOP's) document for the team, so anybody that needs to create a flow knows how to do it and how to bookeep it.

06

Naming convention

Naming convention

Naming convention

Above is an example showcasing all the SOP's integrated into context. You can notice various Trial flows, each carefully named to facilitate seamless navigation across different types of flows. Additionally, related tags have been included to simplify filtering for quick access and efficient workflow management.

07

Initial modal

Once users complete the onboarding process, we began offering an opt-out trial to all users on the free plan. This approach allows them to explore the premium features of the app without any upfront commitment, enhancing their experience and encouraging deeper engagement. As a result, approximately 41% of users transitioned to paid subscriptions during the trial.

08

Flow example

Flows and modals are tailored specifically for the personas we've identified. For instance, the flow above is designed for the segment of shops with a low number of reviews and tailored to appear on a specific page of the app settings.

09

Achievements

With limited marketing resources at our disposal, adding modals and tailored flows proved to be a game changer. This strategic approach significantly boosted the conversion rate from the free plan to the paid plan, increasing it by more than one-third. As a result, we not only enhanced user engagement but also established a new and consistent revenue stream for the business.

07

Initial modal

Initial modal

Once users complete the onboarding process, we began offering an opt-out trial to all users on the free plan. This approach allows them to explore the premium features of the app without any upfront commitment, enhancing their experience and encouraging deeper engagement. As a result, approximately 41% of users transitioned to paid subscriptions during the trial.

08

Flow example

08

Flow example

Flows and modals are tailored specifically for the personas we've identified. For instance, the flow above is designed for the segment of shops with a low number of reviews and tailored to appear on a specific page of the app settings.

09

Achievements

Achievements

With limited marketing resources at our disposal, adding modals and tailored flows proved to be a game changer. This strategic approach significantly boosted the conversion rate from the free plan to the paid plan, increasing it by more than one-third. As a result, we not only enhanced user engagement but also established a new and consistent revenue stream for the business.