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End of trial survey template

Know who will subscribe, before the trial runs out

Four questions for trial users two days before the trial ends: whether they plan to continue, what is holding them back, how fair the price feels and what would make it an easy yes. Use it as it is or change any question, and Usertick reads every written answer for you.

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What this end of trial survey tells you

An end of trial survey asks trial users where they stand while there is still time to help them decide. This template keeps it to four questions and about a minute: whether they plan to subscribe, what is holding them back, how fair the price feels for what they get, and what would make it an easy yes.

It is written for an email two days before the trial ends, sent to the users whose trial ends that week. The same survey runs as a popup in your web app for trial users near the end, targeted from Starter with a plan or signup date passed through Usertick.identify().

Results shows the share who plan to subscribe, the share of each reason holding the rest back and the average fairness score on the 1 to 10 scale, against the period before. Every written answer is read as it arrives and filed under a category such as pricing and plans or features and gaps, with a type and an urgency.

In an emailOn your websiteAs a linkAs a conversation
Questions
4
Time to answer
About a minute
Written for
An email two days before the trial ends
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.

In an email

Send it from Usertick to a contact list, with the first question inside the email. A tap on an answer opens the rest of the survey with that answer already kept. Usertick sends 50 emails a month on the free plan, or connect your own sender.

The 4 questions, one by one

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

Question 1 of 4 · Multiple choice

Do you plan to continue after your trial?

Why ask it
A direct question about intent sorts trial users into three groups your team can act on: ready to pay, undecided and leaving.
What you learn
A donut with the share of each answer, compared with the period before. Select Maybe, I need more time to see what those users need before they decide.
Make it yours
Reach the undecided group first, since a longer trial or a short call can still change their answer. In the email, users tap their answer inside the message.
Question 2 of 4 · Multiple choice · Optional

What's holding you back, if anything?

Why ask it
Several things can hold a trial user back at once, so the question allows more than one answer, with Nothing for users who are ready.
What you learn
Bars with the share and count of each reason, with typed Other answers listed. Select No in the first question to see what holds back the users you are about to lose.
Make it yours
If you want a shorter survey for users who will subscribe, add a rule on the first question that sends them straight to the price question.
Question 3 of 4 · Big scale

How fair does the price feel for what you get?

Why ask it
Fairness asks about value for money, which separates users who find the price high from users who find it high for what they got.
What you learn
The average and a column per step from 1, not fair at all, to 10, very fair, compared with the period before, so a price or plan change shows in the next period.
Make it yours
Select The price in the second question and read the fairness scores of those users, to see whether they need a cheaper plan or a clearer one.
Question 4 of 4 · Text · Optional

What would make it an easy yes?

Why ask it
The answer names the one thing that would end the hesitation, such as a feature, a discount or more time, in the user's words.
What you learn
Usertick reads each answer, files it under a category and a theme, marks it as an idea, a question or a complaint, and flags the urgent ones.
Make it yours
On every plan, a workflow can post every answer from a user who said No to a Slack or Microsoft Teams channel, so your team can reply before the trial ends.

What the answers show

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

Do you plan to continue after your trial?

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.

What's holding you back, if anything?

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 End of trial 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

    Send it two days before the end

    Each week, send the survey to the list of trials ending in the next few days, or schedule the send up to 30 days ahead. Usertick doesn't time it to each user's own trial.

  2. 02

    Work the undecided group

    A trial extension or a short call reaches undecided users while they still have access. Use the inbox to give each of their responses an owner.

  3. 03

    Pass the trial details

    In your web app, call Usertick.identify() with the plan and signup date, so every answer carries them and, from Starter, the popup shows only to trial users.

  4. 04

    Watch fairness after price changes

    Read the average fairness score for the period after any change to your plans or prices, and compare it with the period before.

Pricing page surveysSaaS surveysEmail surveysBilling and plans questions

More pricing templates and questions

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

Templates

Browse all templates
PricingPricing page feedbackFind out what keeps visitors on your pricing page from choosing a plan. Show it after 30 seconds on the pricing page, or when they're about to leave.
PricingUpgrade interestLearn what keeps free users from upgrading and which paid feature matters most, then point them to your plans. Show it when a free user hits a plan limit.
PricingWhy they upgradedLearn what triggered an upgrade, how the new price feels and how easy the plan change was, so you know which limits and features sell. Show it right after a plan change.
ProductProduct feedbackGive users one place to share what they think of the product, sorted by area so it reaches the right team. Run it as an always-on feedback button inside your app.

Questions from the library

Browse the question library
  1. How clear is what each plan includes?Stars · Billing and plans
  2. Did your invoice match what you expected to pay?Yes / No · Billing and plans
  3. Which plan feature made you upgrade?Multiple choice · Billing and plans
  4. Did you get to try the feature you signed up for?Yes / No · Trial and conversion
  5. How many days into the trial did you see real value?Ruler · Trial and conversion
  6. How confident are you that this is the right tool for your team?Big scale · Trial and conversion

Frequently asked questions

About two days before the trial ends, so there is still time to answer a question, extend a trial or offer a call.

No. Usertick sends to a contact list now or on a scheduled date, so send it each week to the users whose trial ends soon. In your web app, from Starter, show it to trial users whose signup date, passed with Usertick.identify(), puts them near the end.

Read what holds them back and their answer to the last question, then decide whether a fix, a cheaper plan or a longer trial would change it. When the survey went out by email, each answer is tied to the contact, so your team knows who to write to.

Yes. It is a multiple choice question, so trial users tap an answer inside the email and the rest of the survey opens with it kept. The answer is stored when they submit.

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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