Understanding Trial-to-Subscription Conversion: The Starting Line for BigCommerce Users

Imagine you’re inviting a nonprofit supporter to test a new communication tool your team offers—a free trial, like a sample at a food festival. Your goal? To turn that trial user into a paying subscriber who sticks around and helps your nonprofit thrive. This shift from “just trying” to “committed subscriber” is called trial-to-subscription conversion. For teams using BigCommerce to sell your communication tools, this process might seem tricky at first, but it’s completely manageable with the right approach.

The challenge is straightforward: many nonprofits offer trial periods to attract users, but only a fraction become paying subscribers. According to a 2024 Forrester report, typical trial-to-subscription conversion rates hover around 10-15% across industries—but nonprofits with clear, tailored follow-up strategies can double that number. So, what makes the difference? Knowing how to start and what steps to take.

Here’s a step-by-step walkthrough, focused on those first actions that entry-level general management teams can take to boost conversion rates on your BigCommerce-powered site.


Step 1: Set Up Your BigCommerce Trial Experience Purposefully

Right out of the gate, your trial period should feel welcoming and clear. Think about inviting someone to a community event. You wouldn’t just open the door and say, “Go explore,” without guidance. Similarly:

  • Create a simple, jargon-free landing page specifically for your trial offer. Explain what the trial includes and what benefits users can expect.
  • Clarify the length and limits of the trial upfront. For example, “Try our messaging tool free for 14 days with up to 100 emails per month.”
  • Make signing up easy. Avoid requiring long forms or credit card information immediately; these can scare off newcomers.

For a nonprofit communication tool, you might say: “Try our email campaign builder free for 14 days. No credit card needed, send up to 100 emails, and see how you can better connect with your donors.”


Step 2: Activate Onboarding Emails to Guide New Trial Users

Trial users need a hand in getting started, or they’ll give up early. A well-timed email sequence is like a friendly volunteer showing new attendees where to find the coffee and restrooms.

  • Send a welcome email immediately after signup, highlighting the most valuable features, like “Build Your First Email Campaign in 5 Minutes.”
  • Follow up with tips and tutorials on days 3, 7, and 10 of the trial period.
  • Include calls to action such as “Try Our Template Gallery” or “Schedule a Free Demo.”

A BigCommerce team from a mid-sized nonprofit communication software provider increased their trial-to-subscription conversion from 2% to 11% after implementing a simple onboarding email series.


Step 3: Use In-App Messaging to Increase Engagement

Sometimes emails get lost or ignored. That’s where in-app messaging shines—short, contextual messages that pop up while users are active inside your platform.

  • Encourage users to complete key actions like “Add Your Contacts” or “Send Your First Message.”
  • Use positive reinforcement: “Great job! Your first email was sent. Want to see how many opened it?”

These nudges are like having a coach in your corner, reminding you to keep going.


Step 4: Gather Feedback Early with Tools Like Zigpoll

Understanding what users like or struggle with helps you improve fast. However, don’t wait until the trial ends to ask for feedback.

  • Deploy quick surveys inside your trial period using tools like Zigpoll, SurveyMonkey, or Google Forms.
  • Ask simple questions such as “What feature did you like most?” or “What stopped you from using the platform more?”

A nonprofit communication startup found that after adding a Zigpoll survey on day 5, they uncovered confusion around contact list imports—allowing them to fix instructions and improve conversions.


Step 5: Personalize Follow-Up Based on Usage Patterns

If a user sends zero emails in the first week, they need a different message than someone who sent 50. Use BigCommerce’s customer data to:

  • Segment trial users by activity levels.
  • Send targeted messages: “Looks like you haven’t sent your first campaign yet. Need help?” or “Wow, you’re on a roll! Ready to upgrade for unlimited sends?”

Personalization makes users feel seen and valued, encouraging a subscription.


Step 6: Simplify the Subscription Upgrade Process

When the trial ends, don’t make users jump through hoops to subscribe.

  • Offer a clear and simple checkout page.
  • Allow flexible payment options, notably for nonprofit budgets—monthly, yearly, or even pay-what-you-can tiers.
  • Provide transparent pricing upfront.

BigCommerce store owners know a clunky checkout page is like a confusing exit door—it causes drop-offs.


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Step 7: Use Social Proof Tailored to Nonprofits

People trust the experiences of others, especially when those others are in the same boat.

  • Highlight testimonials from other nonprofit users.
  • Feature case studies demonstrating how your tool helped increase donor engagement or volunteer communication.

For example: “Join 200+ nonprofits that raised 30% more donations using our messaging platform.”


Step 8: Offer Incentives Without Undermining Value

Discounts or added perks can help nudge hesitant nonprofits, but use them carefully.

  • Try offering a 10% discount for the first 3 months or an extra month free for annual subscriptions.
  • Avoid deep discounts that might make your product seem less valuable.

A nonprofit communication tool provider saw a 5% boost in conversion with a “Refer a nonprofit friend and both get 1 extra month free” offer.


Step 9: Train Your Support Team for Quick and Friendly Help

Nothing kills trial momentum like unanswered questions.

  • Ensure your support reps are trained to recognize trial users and offer tailored assistance.
  • Provide multiple channels—chat, email, phone.
  • Use support tickets to track common trial-related questions and update your FAQs.

A quick response is like a helping hand: it keeps users moving forward.


Step 10: Measure What Matters and Adjust

How do you know your efforts work? Look beyond overall trial numbers and focus on:

  • Conversion rate: What percentage of trial users subscribe?
  • Engagement during trial: How many emails sent, campaigns created?
  • Feedback scores from surveys.

If you see low engagement or poor feedback, adjust your onboarding or messaging accordingly.


Common Mistakes to Avoid

  • Overwhelming trial users with too many features. Start simple.
  • Requiring credit card upfront. This can reduce signups drastically.
  • Ignoring feedback. Surveys only work if you act on them.
  • Forgetting to segment users. One-size-fits-all emails often miss the mark.

How to Tell It’s Working

When your trial users:

  • Log in multiple times during the trial.
  • Use at least one core feature (e.g., send an email campaign).
  • Provide positive feedback in surveys.
  • Proceed to subscribe without hesitation.

These signs indicate your trial-to-subscription conversion strategy is on the right track.


Quick-Reference Checklist

Step Action Item Tools/Notes
1. Trial Setup Clear landing page, no credit card upfront BigCommerce pages
2. Onboarding Emails Automated emails on days 0, 3, 7, 10 Mailchimp, BigCommerce Email
3. In-App Messaging Contextual nudges inside app Intercom, Drift
4. Collect Feedback Quick surveys during trial Zigpoll, SurveyMonkey
5. Personalize Follow-Up Segment by usage and send targeted messages BigCommerce customer data
6. Simplify Upgrade Easy checkout with multiple payment options BigCommerce checkout settings
7. Social Proof Testimonials & case studies from nonprofits Website, emails
8. Incentives Discounts or referral bonuses Promo codes in BigCommerce
9. Support Training Quick, friendly, trial-specific help CRM, ticketing system
10. Measure & Adjust Track conversion, engagement, feedback BigCommerce analytics, surveys

Taking the first steps to optimize trial-to-subscription conversion is like building a solid foundation. By making your trial experience simple and supportive—and using BigCommerce’s tools wisely—you set your nonprofit communication tool up for steady growth and deeper user commitment. The numbers don’t lie: clear communication, timely help, and genuine feedback can turn trial users into lasting subscribers.

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