Trial Experience
Overview
-
My Role: UX Architect
-
The Problem: The existing customer trial experience was a one-size-fits-all model. This approach didn't cater to the diverse needs of our potential customers, who often have very specific use cases in mind. As a result, users couldn't effectively evaluate the features most relevant to them, leading to lower engagement during the trial period and missed conversion opportunities.
-
The Solution: I helped lead a project to extend and personalize the trial experience. We redesigned the user registration and onboarding flow to allow customers to select a specific trial edition that best served their needs. This provided a more relevant, focused, and valuable evaluation experience from the very first interaction.
Scope and Goals
Strategic Goals: Our primary objective was to improve the effectiveness of the trial experience as a business driver. We aimed to:
-
Increase trial-to-paid conversion rates by providing a more tailored evaluation.
-
Improve user engagement and feature adoption during the trial period.
-
Deliver a more personalized and relevant onboarding journey for new users.
-
Better qualify potential customers by understanding their specific interests and needs upfront.
My Core Responsibilities:
-
Cross-Functional Strategy: I worked closely with designers, product and marketing teams to help define the new, personalized onboarding flows.
-
Design Guidance: I guided the design work, ensuring the final experience was intuitive, clear, and aligned with our strategic goals.
Process
Discovery & Definition:
-
Collaborated with product and marketing to map out customer segments and define the distinct trial editions.
-
Analyzed existing user registration data to identify friction points.
Design & Iteration:
-
Created high-level flow diagrams illustrating the new paths for user registration and trial selection.
-
Guided the creation of wireframes and prototypes for the new onboarding screens.
Flow
Trial Selection Page
