Skip to main content

The trial reactivation play: Strategies and Insights

Discover proven strategies to reactivate dormant trial accounts and enhance customer engagement for improved conversion rates.

Written by Julie Zehntner

Summary

These users started, but didn’t stick. This play identifies trial accounts with partial activation but low engagement, giving you a framework to reignite interest and steer them toward conversion.

Why is works

  • Targets accounts not totally cold, but drifting

  • Uses real-time data from Accoil to prioritize and personalize

  • Balances high-touch and automated paths based on account value

Goal

(1) For the reader
Re-engage low-engagement trial users who’ve shown early product interest.

(2) For the company
Boosts trial conversion while keeping outreach efficient and focused.


Accoil signal

(1) Primary signal

  • Trial account

  • Low Engagement score

  • Activation Rate is low.

(2) Additional insights

  • Company size or value tier

  • Identified user actions vs. skipped steps

  • No activity in the last few days


Action steps

    • Filter for:

      • Trial Accounts

      • Low Engagement Score

      • Slow Activation Progress

    • Enrich with company size or account type if needed

  1. Split by Value

    • Use connections to send insights to the tools your team uses

    • High-value: assign to sales or success team

    • Mid/low: feed into reactivation campaign

  2. Personalize Based on Progress

    • Reference what they have done

    • Highlight the next best step

    • Offer examples of quick wins or fast paths

  3. Avoid Overload

    • Suppress messaging for accounts likely to convert without help

    • Monitor drop-offs from too much touch

  4. Measure and Adapt

    • Track next action taken

    • Use step-level activation data to tune next round


Supporting metrics

Metrics

How to measure in Accoil

Reactivation Rate

% of this segment taking an action post-outreach

Trial Conversion Rate

% converting to paid from reactivation segment

Engagement Score Recovery

Score improvement within 3–5 days post-touch

Step Progression

% completing next activation milestone after outreach



Did this answer your question?