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Reactivate Dormant Trials

Conversion

Julie Zehntner avatar
Written by Julie Zehntner
Updated over 2 weeks ago

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



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