Trialforce Best Practices
Apply these best practices to create trial experiences that engage prospects and
increase conversion.
- To tailor trials to specific audiences, create multiple Trialforce Source Organizations (TSOs). For example, create a unique TSO for each of the industry verticals that you serve.
- To bring trials to life, add sample data to TSOs.
- Apply custom branding to your trial signup form, login page, and emails.
- After you set up Trialforce, test the signup experience to confirm that everything works as expected. Testing also helps you identify areas where you can improve the signup process.
- When you release a new version of your solution, update the related Trialforce template.