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Tracking Free Trial to Membership

Question asked by a27f000637888bfd25c337fc660dc6b525088331 on Apr 11, 2017
Latest reply on Apr 11, 2017 by b95a90d1883ef006e94ca806d2fa8bae9b239553

Hello MKTG Nation,

 

I am trying to determine the best way to track a lead from free trial to membership. The free trial field that we use is a date field, which is populated when they start the free trial. The membership field is a boolean. I want to see all of the touch points (program membership/activity) that may have influenced their decision to convert to membership.

 

Currently, we do not have lead scoring set up, which I feel like would be a good solution. Is it possible/worth it to set up a lead life cycle path for something like this?

 

I'm looking forward to your feedback!

 

Thank you,

Nick

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