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Trial check-in survey template

Catch stuck trial users, while the trial still has days left

Three questions on the third day of the trial: whether users have tried what they signed up for, what is getting in the way and what they came to test. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this trial check-in survey tells you

A trial check-in survey asks trial users early whether they have reached what they came for. This template asks three questions in under a minute: whether they have been able to try what they signed up for, what is getting in the way, and what they signed up to test. The answers tell you who needs help while there is still time to give it.

It is written for a popup in your web app on the third day of the trial, shown from Starter to trial users with the day of their trial passed through Usertick.identify(). Stuck users still have most of the trial left, so a reply from your team can still change how it ends.

Results shows the share who have tried what they came for and the share of each obstacle, against the period before. Every written answer is read as it arrives and filed under a category such as getting started or features and gaps, with a theme, so you see what trial users came to test.

On your websiteAs a linkIn an emailAs a conversation
Questions
3
Time to answer
About a minute
Written for
A popup in your web app on day three of the trial
Plans
Every plan, the free plan included

See it on every channel

The same template on your website, behind a link, in an email and as a conversation.

On your website

Show it as a popup, a side button or inside the page, and choose the pages and the moment it opens: on page load, after a delay, on scroll or as someone is about to leave, on every plan. Event and behavior triggers work on 1 survey on Free and on every survey from Starter.

The 3 questions, one by one

What each question asks, why it is there, what it shows you and what to change.

Question 1 of 3 · Yes / No

Have you been able to try what you signed up for?

Why ask it
One question sorts trial users into those on track and those who need help, while most of the trial is still ahead.
What you learn
The share that said yes, compared with the period before. Select No to see what is getting in the way of those users.
Make it yours
If you want users on track to skip the obstacles, add a rule so a Yes goes straight to question 3.
Question 2 of 3 · Multiple choice · Optional

What's getting in the way?

Why ask it
The options name obstacles you solve in different ways: time, setup, missing data, a colleague and not knowing where to start. Users can pick several.
What you learn
Bars with the share and count of each obstacle, with typed Other answers listed, compared with the period before. Select an obstacle to read what those users came to test.
Make it yours
Prepare one reply for each obstacle, such as sample data or a setup guide, so your team can answer the same day.
Question 3 of 3 · Text · Optional

What did you sign up to test?

Why ask it
What users came to test tells you which part of the product to show them, and which use cases bring trials in. Users who are on track and users who are stuck both answer it.
What you learn
Usertick reads each answer and files it under a category and a theme from your list. Results groups the answers by theme, with up to 8 themes and their trends.
Make it yours
Use the themes to send each trial user a guide for the job they came to do.

What the answers show

Results turns each question into numbers you can follow week by week.

What's getting in the way?

The share of each answer with its count. Select an answer to narrow the whole page to those people and read what else they said.

Every written answer, read for you

Each answer arrives with its category, theme, type and urgency, so the urgent ones reach your team first.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Trial check-in in the template gallery. It opens in a matching style, ready to change.

  2. 2

    Make the questions yours

    Reword any question, change the options, and add logic or more questions.

  3. 3

    Choose where it runs

    Show it on your website, send it by email, share its link and QR code, or switch it to a conversation.

  4. 4

    Publish and read the answers

    Answers arrive in Results and the inbox as people send them, each written one read and filed by Usertick.

Tips for this survey

Small choices that keep people answering and the answers useful.

  1. 01

    Show it on day three

    From Starter, pass the day of the trial as a trait with Usertick.identify() and show the survey when it is 3 or more, so it opens on the right day for each user.

  2. 02

    Reach stuck users the same day

    On every plan, a workflow posts every No to a Slack or Microsoft Teams channel with the obstacle, so someone on your team can reach out while the trial is young.

  3. 03

    Know who is stuck

    Include the user's email in the identify call, so each response in the inbox shows who answered and someone can own the follow-up.

  4. 04

    Ask once per trial

    Keep the show frequency on until answered, so trial users answer once and the survey stays away after that.

Onboarding surveysSaaS surveysWebsite surveysTrial and conversion questions

More onboarding templates and questions

Templates like this one, and single questions from the library to add to it.

Templates

Browse all templates
OnboardingOnboarding feedbackLearn how the first steps in your product felt, what new users came to do and where they got stuck. Trigger it when someone finishes setup or on their third day.
OnboardingTime to valueFind out how long new customers take to get real value from your product and what slows them down. Send it 30 days after signup.
OnboardingInviting the teamLearn how easy it is to bring a team on board and what keeps invited colleagues from joining. Send it to account owners a week after their first invite.
OnboardingWelcome surveyLearn who signed up and what they came to do, so you can tailor onboarding and see which channels bring the right people. Show it right after signup, before the first screen of the product.

Questions from the library

Browse the question library
  1. Did you get to try the feature you signed up for?Yes / No · Trial and conversion
  2. How many days into the trial did you see real value?Ruler · Trial and conversion
  3. How confident are you that this is the right tool for your team?Big scale · Trial and conversion
  4. Do you test changes before they reach your live account?Yes / No · Sandbox and test data
  5. Where do you test?Multiple choice · Sandbox and test data
  6. How easy is it to create test data?Customer effort · Sandbox and test data

Frequently asked questions

By day three, a trial user has had time to try setup, and there are still days left to help the ones who are stuck.

Yes. On every plan, show it to returning visitors after a number of pages viewed or a set time on site. Targeting by the day of the trial needs Starter.

Reply with help for the obstacle they picked, such as sample data, a setup guide or a short call, and give the response an owner in the inbox so someone follows up.

The check-in comes early, to fix what blocks the trial. The End of trial survey comes two days before it ends, to learn who will subscribe and why the rest won't.

Yes. Each week, send it to a list of users who started their trial a few days before. Usertick doesn't send on each user's own day, so the list sets the timing, and the first question is a Yes / No that users answer inside the email.

Yes. Every template comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.

Yes. The template becomes your own survey, so reword any question, add or remove questions, and change the options and the logic. The gallery stays as it is.

Yes, from Starter. The template is written in US English. Add languages by hand or with AI translation, and each person sees the survey in their browser's language.

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  • 150 responses a month on Free
  • Every channel and AI analysis
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