Trial Request Form Template

Trial request form

Free form template to collect trial requests for a software product. Gather contact information, company details, trial users, usage goals, and marketing insights. Clean, simple, and multi-step for easy use. Can be customized for different use-cases, and industries.

9 downloads

12 fields

5 steps

Secure
GDPR-compliant
Mobile-friendly
WCAG2-compliant
Blazing fast
Customizable

Multi-page layout

This form template uses a multi-page layout to gather all the relevant data from companies interested in a trial.

Welcome page: A cover page with a name and logo of the company, and some info about the form
Personal details: A page requesting the contact information about the person filling the form, along with the primary trial user email
Business details: Information about the business, like business name, and size
Additional users: If the company wants additional trial users they can enter them on this conditional page
Goals: Questions to better understand the goals of the company
Marketing: Lastly, ask how they heard about us

Template variations

This template works for a software product out of box, but can easily be customized for other uses:

E-Commerce:
Provide users with a free or discounted trial box to experience the quality of the products before subscribing to a monthly delivery service.
Education:
Provide users with a free trial to access a few lessons from a paid online course, allowing them to evaluate the course content and teaching style.
Membership:
Offer a free trial pass for new customers to experience the gym facilities, classes, and equipment for a limited time before signing up for a membership.

Use workflows

Workflows are a powerful way of sending data across digital boundaries. You can use workflows to send email notifications, or send data to other services using native integrations. Formcrafts integrates with dozens of CRMs like HubSpot, Salesforce, Pipedrive, and more.