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Get Early AccessQualify your trial users and boost conversions effortlessly! Use Zonka Feedback’s survey template to gather insights, track engagement, and turn trial users into loyal customers.
The Qualify New Trial Users Survey Template helps businesses gather valuable customer feedback from trial users, identifying potential customers ready to convert. This survey template allows you to assess product feature engagement, track the onboarding experience, and address pain points. By using this template, your sales team can make informed decisions, leading to higher customer satisfaction and better conversions.
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The Qualify New Trial Users Survey Template includes carefully crafted survey questions designed to assess user engagement, product fit, and readiness for conversion. By using this survey template, you can gather valuable customer feedback, identify high-potential users, and optimize your onboarding process to boost customer satisfaction and conversions.
How big is your team?
Just me
2-4 People
5-10 People
10+ People
Which department do you work in?
Marketing
Sales
Finance
Engineering
Leadership
If you like a product, how soon are you looking to subscribe or make a switch?
Immediately
2-3 Months
3-5 Months
6+ Months
Not Sure/Just Exploring
The Qualify New Trial Users Survey Template is highly customizable, allowing you to tailor it to various use cases based on your business goals and target audience. Whether you are focusing on user engagement, product fit, or conversion potential, the template can be adapted to meet specific needs. Here are different ways you can customize this survey template:
Customizing for Product Feature Feedback - If you’re testing specific product features during the trial, adjust the survey questions to focus on how well those features resonate with users. For example, ask users which features they found most useful or what additional functionalities they would like to see.
Example Question: “Which product features did you use the most during your trial, and how did they impact your experience?”
Tailoring for Onboarding Experience - To measure how effective your onboarding experience is, modify the survey template to ask questions about ease of use during the initial setup. This is particularly useful for understanding any pain points users encounter when starting with your product.
Example Question: “How would you rate the ease of setting up and using the product during your trial?”
Adapting for Customer Satisfaction - If your goal is to measure customer satisfaction, customize the survey questions to gather feedback on overall user experience and satisfaction levels. Add rating scales or open-ended questions to capture both quantitative and qualitative feedback on the trial experience.
Example Question: “On a scale of 1 to 10, how satisfied are you with your trial experience?”
Focusing on Conversion Intent - When you want to qualify users based on their likelihood to upgrade, tailor the template to include questions that gauge their intent to convert. This can help your sales team identify potential customers who are most interested in purchasing your product after the trial.
Example Question: “How likely are you to upgrade to a paid version after your trial?”
Segmenting Users for Personalized Follow-ups - To personalize your follow-up strategy, customize the survey template to include questions that segment users based on their engagement level. For instance, ask about how often they used the product and which features they found beneficial. This can guide your sales approach for different user segments.
Example Question: “How frequently did you use the product during your trial, and which features did you interact with most?”
The Qualify New Trial Users Survey Template helps you gather feedback and qualify potential customers effectively. By following these simple steps, you can create personalized surveys, distribute them effortlessly, and leverage Zonka Feedback’s powerful integration and automation features to make data-driven decisions.
Get Started with a Free Trial - Sign up for Zonka Feedback’s free trial to access the Qualify New Trial Users Survey Template. Once you're in, you can begin customizing the survey questions to fit your product and user engagement goals. It only takes a few minutes to get started, and you can start collecting customer feedback without any commitment.
Personalize the Survey - Tailor the survey template by adding your brand’s logo, colors, and specific survey questions to reflect your sales process and product features. Customize questions to focus on key areas such as the onboarding experience, ease of use, and product feature preferences. This ensures that the feedback you collect is relevant to your target audience and supports informed decisions for improving your product.
Preview Your Survey - Before launching, use Zonka Feedback’s preview feature to ensure the survey is clear and visually appealing across all devices. This step guarantees that your survey questions are easy to understand and aligned with your goals, while also ensuring it’s optimized for mobile, web, or in-app distribution.
Distribute the Survey Across Multiple Channels - With Zonka Feedback, you can distribute your Qualify New Trial Users Survey Template via email surveys, SMS, in-app notifications, or by sharing a survey link. Sending the survey through multiple channels ensures you reach your potential customers at the right time, gathering feedback from users at various touchpoints during their trial experience.
Integrate with Your Existing Tools - Zonka Feedback seamlessly integrates with your CRM and customer support platforms, such as HubSpot and Zendesk. By connecting your survey results to these tools, you can ensure the data flows directly into your systems for faster follow-ups and more personalized interactions. This feature helps your sales team prioritize leads based on customer feedback, improving the overall sales approach.
Automate and Analyze Your Survey Data - Leverage Zonka Feedback’s automation features to send follow-up emails or trigger actions based on survey responses. The built-in analytics tools allow you to track customer satisfaction, analyze feedback trends, and measure customer intent. This helps you make informed decisions and continuously optimize your trial process to convert more users into paying customers.
To maximize the effectiveness of the Qualify New Trial Users Survey Template, distributing the survey through multiple channels is key to reaching your potential customers. Zonka Feedback provides various options for distributing the survey template to help you gather feedback from your target audience effectively. Here are the most relevant channels:
BENEFIT: Email surveys allow you to reach trial users directly in their inbox, providing a personalized way to collect survey responses and insights into their experience. Email surveys are a proven channel for gathering feedback and tracking user satisfaction.
HOW TO USE: Send automated email surveys at key stages of the trial, such as midway through or towards the end of the trial period. Include a clear survey link to make it easy for users to complete the survey in just a few minutes. Follow up on survey results with your sales team to prioritize leads based on feedback.
BENEFIT: In-app surveys allow you to capture feedback while users are actively engaging with your product. This real-time feedback is invaluable for understanding the onboarding experience and how well your product features are meeting user expectations.
HOW TO USE: Trigger in-app notifications with a survey link after users interact with key product features. This approach helps you measure customer satisfaction and quickly identify any pain points in the user journey. Since feedback is collected within the app, responses are more likely to be relevant and timely.
BENEFIT: SMS surveys offer a quick and convenient way to collect feedback from users, especially when they are on the go. SMS has a higher open rate than many other channels, making it a great tool to reach potential customers for immediate feedback.
HOW TO USE: Send SMS surveys after important trial milestones, such as feature usage or product updates, with a short message and a survey link. Make sure the survey can be completed in a few minutes, ensuring higher response rates. You can also use rating scales to make it easier for users to provide input via mobile.
BENEFIT: Web widgets embedded on your website allow you to collect feedback while trial users are actively navigating your platform. This method is great for gathering insights into the user’s decision-making process as they explore your product’s functionality.
HOW TO USE: Embed the survey template directly on key pages like the product dashboard, FAQ sections, or support pages. Use pop-up widgets or slide-in prompts to ask specific survey questions about the onboarding experience, helping you gather feedback in real time as users engage with your product.
BENEFIT: QR codes offer a seamless, contactless way to encourage users to provide instant feedback. Perfect for trial users of physical products or at live events, QR codes make it easy for users to scan and complete the qualified new trial users survey template.
HOW TO USE: Display QR codes in strategic locations such as product packaging or event materials, directing users to your survey link. Ensure the survey is short and easy to complete within just a few minutes to maximize participation.
The Qualify New Trial Users Survey Template is particularly effective for industries where trials are a common part of the sales process, and user engagement is critical for conversion. Below are the industries best suited for this survey template, each with specific use cases and key benefits.
USE CASE: SaaS companies can use the qualify new trial users survey template to gather feedback from trial users and assess their engagement with different product features. By asking survey questions about the trial experience, SaaS businesses can determine how well the product meets users' needs and identify potential customers for conversion.
KEY BENEFITS:
Helps measure customer satisfaction with trial features and identify pain points.
Informs the sales team about trial users who are ready to upgrade, improving the sales approach and increasing conversions.
USE CASE: E-commerce platforms offering free trials (e.g., subscription boxes or demo products) can leverage the survey template to understand trial user preferences and how likely they are to make a purchase. The survey helps collect data on customer behaviors and preferences during the trial phase, improving customer targeting for future marketing campaigns.
KEY BENEFITS:
Enhances understanding of customer preferences and purchasing intent.
Helps e-commerce platforms gather feedback on the trial’s impact on customer satisfaction, leading to optimized trial offerings.
USE CASE: EdTech platforms offering trial versions of their educational tools or services can use the survey template to assess how well students and educators are engaging with key features. The template allows for collecting feedback on the learning experience, ease of use, and satisfaction with trial content.
KEY BENEFITS:
Provides insights into how well the platform supports learning and the onboarding experience.
Enables EdTech platforms to identify potential customers for full subscriptions by evaluating feedback on engagement and satisfaction levels.
USE CASE: Financial service providers offering trial versions of their tools, such as budgeting apps or investment platforms, can use the qualify new trial users survey template to understand user interactions with product features. This feedback helps identify high-value trial users who are likely to become paying customers.
KEY BENEFITS:
Assists in identifying which product features resonate most with trial users.
Provides critical insights into customer feedback on financial tools, allowing businesses to improve offerings and target specific customer segments.
USE CASE: Startups can utilize the survey template to gather early-stage product feedback from trial users. This helps startups understand user engagement with the product’s core features, gauge the likelihood of conversion, and identify areas that need improvement before launching to a wider market.
KEY BENEFITS:
Helps collect actionable customer feedback during early trials to fine-tune product development.
Identifies potential customers among early adopters, enabling the startup to adjust its sales process and target the right audience.
USE CASE: Healthcare platforms offering trial versions of patient management systems or health monitoring tools can use the survey template to track trial user engagement and satisfaction. Gathering feedback on how users interact with the platform's features allows healthcare providers to assess usability and ensure the system meets user needs.
KEY BENEFITS:
Provides essential customer feedback on system usability, helping to improve the onboarding experience.
Enables healthcare platforms to refine their product features based on trial users' feedback, leading to improved adoption rates.
Unlock the full potential of Zonka Feedback’s Qualify New Trial Users Survey Template by following these best practices. These tips will help you optimize your survey, increase response rates, and gather actionable insights to qualify trial users more effectively, improve customer satisfaction, and boost conversions.
When customizing your survey template, ensure that your survey questions target the core product features that are most important for trial users. This helps you understand how well your product resonates with potential customers and identifies any pain points that may be affecting their decision to convert.
Why it’s important: Asking targeted questions about product features allows you to collect feedback that directly impacts the decision making process. This enables you to make informed decisions and refine your product.
Not all trial users are the same. Segment your users based on their level of engagement, usage of features, or feedback. Tailor your survey questions to different user segments to gather deeper insights into how different users interact with your product.
Why it’s important: Segmenting users enables you to provide your sales team with detailed insights into which users are most likely to convert, improving your overall sales approach.
Your users are busy, so it's crucial to respect their time. Ensure your survey can be completed in just a few minutes by limiting the number of survey questions and focusing only on the most important information you need to gather.
Why it’s important: A shorter, more focused survey increases the likelihood of completion, ensuring you collect valuable survey responses without overwhelming your users.
Incorporate rating scales in your survey template to easily measure customer satisfaction. This makes it simple for users to provide quick, clear feedback on different aspects of your product, helping you track trends and measure performance over time.
Why it’s important: Rating scales provide a structured way to measure user satisfaction and understand how well your product meets trial users’ expectations.
To increase response rates, consider offering a small incentive such as a discount or early access to features in exchange for completing the survey. This will motivate users to provide detailed feedback, giving you richer insights into their trial experience.
Why it’s important: Incentives boost survey participation and ensure you collect enough feedback to make informed decisions about how to improve your product and convert more trial users.
Use Zonka Feedback’s automation features to send follow-up actions based on specific survey responses. For example, if a user indicates a high likelihood of upgrading, automatically alert your sales team to prioritize that lead for follow-up.
Why it’s important: Automating follow-ups helps you respond quickly to leads and ensures that high-potential users are not overlooked, maximizing your chances of conversion.
After collecting survey results, take the time to analyze the feedback to identify trends and patterns. Look for common issues or highly rated features that can help you understand what works and what needs improvement.
Why it’s important: Data-driven analysis enables you to refine your product, improve the onboarding experience, and optimize your sales process for better conversions.
The Qualify New Trial Users Survey Template is a pre-built tool designed to help businesses gather feedback from trial users to assess product fit, gauge interest, and qualify leads. It helps you understand which users are likely to convert and what aspects of the trial experience need improvement.
By collecting specific feedback during the trial period, the template enables businesses to identify users who are most engaged and likely to convert. It focuses on key areas like product feature usage, ease of onboarding, and overall satisfaction, which help in identifying potential customers ready for the next step.
Yes, the survey template is fully customizable. You can adjust the survey questions to focus on specific aspects of your product, add your brand elements, and modify the flow based on your trial goals. This allows you to tailor the survey to your unique target audience.
The survey responses will provide insights into trial user behavior, including which features they found useful, any pain points they encountered, and how likely they are to convert to paying customers. You can also gather data on the overall onboarding experience and customer satisfaction with the trial process.
You can distribute the survey through multiple channels, such as email surveys, in-app notifications, SMS, or even by sharing a survey link on your website. Zonka Feedback makes it easy to reach trial users wherever they are most engaged.
Yes, Zonka Feedback allows seamless integration with CRM systems like HubSpot or Zendesk. This means you can automatically sync survey responses with your customer database, allowing your sales team to take immediate action on high-potential leads and improve the overall sales process.
To increase response rates, Zonka Feedback offers features like automated follow-up emails and customizable reminders. You can also incentivize participation by offering discounts or special offers for completing the survey, making it easier to gather feedback from your trial users.
Zonka Feedback’s built-in analytics tools help you track trends, measure user satisfaction, and identify potential customers for conversion. You can easily export and analyze the survey results, allowing you to make informed decisions about improving the trial experience and targeting users more effectively.
Healthcare
Finance
Retail
SaaS & Digital
eCommerce
Education
Salesforce 
HubSpot
Pipedrive
Mailchimp
Zendesk 
Intercom
Freshdesk
HelpScout 
Front
Jira
Slack 
MS Teams
Webex
Zoom
Google Sheets 
Zapier 
Integrately
Make 
Webhooks 
MS Teams
