Trial Experience & Growth
Trial Experience PX Workflow
Trial Experience PX Workflow
Search
Crawl
- New User Welcome Email (set expectations)
- Welcome Dialog pointing to first-value action
- Quick Slider intro/ tour with trial expectations
Walk
- Instantly notify teams via Slack
- Feature-Value Path Guides
- Nurture using Video Tutorials/ Webinars
- On-Demand KC Bot Checklist
Run
- Sequenced Guides to personalize User Journey and Badges
- Orchestrated in-app and outbound email campaigns
- Advanced KC Bot (Stage/ Persona-based, KB Integration)
- Build Paywalls for paid features
- Closed-Loop Feedback (CES and NPS)
Phase
Crawl
Screenshots
PX In-App Engagements
- New User Welcome Email (set expectations)
- Welcome Dialog pointing to first-value action
- Quick Slider intro/ tour with trial expectations
What's needed in in PX
- Original User Sign Up Date
- Account attribute (POC, Free Trial, Customer)
- Golden Features Tracking
KPIs
- Guide Completion %
- Golden Feature Adoption Trends
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