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Plan upgrade survey template

Learn what keeps free users from upgrading, at the limit that made them think about it

Two questions for free users who just hit a plan limit: what stops them from upgrading today and which paid feature would help most. Use it as it is, or add an open question and Usertick reads every written answer for you.

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What this plan upgrade survey tells you

A plan upgrade survey asks free users what stands between them and a paid plan at the moment they reach its edge. This template asks two questions in under half a minute: what is stopping them from upgrading today, from the price to someone else's approval, and which paid feature would help them most.

It is written for a popup in your web app that opens when a free user hits a plan limit, fired by a custom event in your code (from Starter, or on 1 survey on Free). The same survey goes out by email to free users who reached a limit this month, and a redirect after submit can take every user who answers to your plans page.

Results shows the share of each reason and of each paid feature, with typed Other answers listed, against the period before. Select a reason to see which feature those users want, so you know what to put in front of each group. Add an open question at the end if you want the reasons in users' own words: Usertick reads every written answer and files it under a category such as pricing and plans, with a type and an urgency.

On your websiteIn an emailAs a linkAs a conversation
Questions
2
Time to answer
Under a minute
Written for
A popup in your web app when a free user hits a plan limit
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 2 questions, one by one

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

Question 1 of 2 · Multiple choice

What's stopping you from upgrading today?

Why ask it
The reasons separate problems you solve in different places: price, need, clarity, approval and timing. Users who simply haven't gotten to it need a reminder more than a discount.
What you learn
A donut with the share and count of each reason, with typed Other answers listed, compared with the period before and as stacked shares over time. Select a reason to filter the whole page to the users who gave it.
Make it yours
If many users aren't sure what they would get, fix your plan comparison before you change the price, then check whether that share falls in the next period.
Question 2 of 2 · Multiple choice

Which paid feature would help you most?

Why ask it
The feature users want most tells you which limit or feature sells the paid plan, and what to show at the moment of the limit. Two users who hit the same limit may want different things, such as more seats or better reports.
What you learn
A donut with the share and count of each feature, with typed Other answers listed. Select The price in the first question to see which feature price-sensitive users would still pay for.
Make it yours
Match the options to your own paid plans, using the names on your pricing page, and keep the Other answer so features you haven't listed still show up.

What the answers show

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

What's stopping you from upgrading today?

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.

Which paid feature would help you most?

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.

Use this template in four steps

From the template to the first answers.

  1. 1

    Open the template

    Sign up free and pick Upgrade interest 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

    Open it at the limit

    From Starter, or on 1 survey on Free, call Usertick.trigger('plan_limit_reached') when a free user hits a limit, so the survey opens at the moment the question makes sense.

  2. 02

    Point users to your plans

    Set a redirect after submit to your plans page, or add a Call to action question with an upgrade button, so the survey ends one click from upgrading.

  3. 03

    Ask each user once

    Leave the show frequency on until answered, so a user who answered at one limit isn't asked again at the next.

  4. 04

    Route approval answers to sales

    On every plan, a workflow posts every answer of Someone else has to approve it to your sales channel in Slack or Microsoft Teams, so someone can offer a quote or a call.

Pricing page surveysSaaS surveysWebsite surveysTrial and conversion 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.
PricingEnd of trialSee who plans to subscribe when the trial ends, what's holding the rest back and how the price feels. Send it two days before the trial ends.
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. 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. What are you moving away from?Multiple choice · Switching from another tool
  5. How easy was it to bring your old data across?Customer effort · Switching from another tool
  6. How many weeks did the move take from start to finish?Ruler · Switching from another tool

Frequently asked questions

When a free user hits a plan limit, since that is when the question of upgrading comes up on its own. From Starter, or on 1 survey on Free, a custom event from your code opens the survey at that moment.

Yes. Set a redirect after submit to your plans page, which works on every channel, or add a Call to action question with a link.

Wait until you know the reasons. Read the share of users who name the price before you change it, since others may need a clearer view of what they get.

Yes. Send it to a list of free users who reached a limit, now or scheduled up to 30 days ahead. The first question is multiple choice, so users answer inside the email.

Yes, when your app calls Usertick.identify() with the user's ID and email. Each response then carries those details and the inbox shows who answered, so your team can follow up with the users who need approval or a clearer comparison.

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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