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Interaction Studio Classic Only

This use case is for customers using Interaction Studio Classic (formerly Evergage Classic) ONLY. For customers using the Interaction Studio 'Campaigns and Templates' application, refer to the Use Case Library instead.

When a prospect decides to try your web application, your number one priority is to ensure he or she has a positive experience. This includes making sure the prospect understands what they need to do to get the most out of your solution. In addition to educating prospects, it’s important to provide support in order to address user questions if/when they arise.

CategoryCustomer Success Vertical Technology, SaaS 
TopicProvide tips and support to help trial users get the most out of your applicationID #223
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A visitor is in a free trial period and has been engaging with the application. He noticed you offer  “widgets”, but he is uncertain on how to use them. He clicks the “Support” tab and then the “What are Solida widgets?” section. Upon doing so, an infobar message appears inviting the trial user to a webinar entitled “Get the most out of your Solida account.” Provided the user wants to maximize his trial, he signs up for the webinar.


There are no segments used in this message.


The goal of this message is to convert trial users into paying customers. You could set that as your primary goal as well as include a global goal like: “Registered for Webinar.” Also, it’s always a good idea to test this campaign against a control to determine how the campaign compares with those who do not see the messages.



Here is a checklist of what you need to do in Interaction Studio to create this play on your own site:

  1. Create a segment that contains people that are in-trial and select specific elements on your support site
  2. Create a campaign that displays relevant webinar or training material based on the area they've selected

Reference Materials

The following articles from the Interaction Studio Knowledge Base will provide process steps to help you execute this play:

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