Free-trial users receive a series of well-timed nudges that point them toward a paid plan at the right moments, lifting conversion with no manual effort.
Typical results
0
manual follow-ups for the team
100%
of trial users get timed nudges
1:1
nudges matched to each user's activity
Figures reflect typical results for this kind of automation.
The challenge
Many trial users explored the product but let the trial expire without ever seeing a clear reason or reminder to upgrade.
Before and after
Trial-to-paid conversion
+18%Trial users receiving upgrade nudges
6.7×Hours on conversion follow-ups per week
−100%The automation
We automated a flow that, based on each user's trial day and activity, sends contextual nudges highlighting relevant paid features and prompts an upgrade as the trial nears its end.
How it works
- 01
Trial starts
Every new trial enters the nudge flow the moment it begins.
- 02
Activity tracked
The flow follows each user's trial day and what they do in the product.
- 03
Contextual nudges
Messages highlight the paid features that match how the user actually works.
- 04
End-of-trial push
As expiry nears, a well-timed prompt makes the clear case to upgrade.
- 05
Conversion climbs
18% more trials become paid plans — with no manual work added.
Starts from
- Trial timeline
Delivers
- Timed nudges
The impact
Trial-to-paid conversions increased by 18% without adding any manual work for the team.
Questions about this automation
What decides which nudge a trial user receives?
Two things: the day of the trial and what the user has done so far. Someone who has not set up a first project gets a getting-started tip, while an active user sees the paid features that match their usage. Rules are set in advance, so every message stays relevant without anyone choosing it by hand.
Which channels can the nudges use?
Most setups use email plus in-app messages, and some add WhatsApp or SMS for users who opted in. The flow connects to the product's event data and to the messaging tool already in use. Each nudge carries a direct link to the upgrade page or to the feature it describes.
What happens when a user upgrades in the middle of the trial?
The upgrade event stops the nudge sequence at once, so paying customers never get a reminder to buy. They can move into a short welcome series for paid plans instead. Simple automations like this are usually live within days once the trial start and upgrade events are connected.