---
title: Trials / Conversions
description: Description of Trials and Conversions Ticket Board on Hubspot
---
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# Trials / Conversions
## This pipeline is where tickets related to trial requests for AbaData 3 or AbaData LITEning are managed.
Each status on the board reflects a key stage in the trial-to-conversion workflow. Below is a breakdown of what each column means and what action to take.
### Column Descriptions
#### **Trial Requests**
- **Meaning:** Initial submissions from the Trial Requests form. Occasionally, these land in the AbaData Support pipeline and need to be moved here manually.
- **Next Steps:**
- Move to **"Trial Requests"** if incorrectly routed to the support pipeline.
- Send the template: **“AbaData Trial Request – Additional Details Required”** (personalize for the requester).
- If no response, follow up using: **“AbaData Trial Request – Follow Up for Additional Details”**.
- If no reply to follow up, after 7 days, move the ticket to **“Not Converted”** with reason: **“Cancelled Trial Request”**. (Note: ticket will reopen if the user responds.)
#### **Approved/Active Trials**
- **Meaning:** The user has been approved for a trial and has received login credentials.
- **Approval Criteria:**
- Provided details about their **role** and **industry**
- Unlikely to use AbaData for a **one-off data download**
- **Has not** previously had a free trial with over **21 hours** of usage
- **Next Steps:**
- Approve the trial and send login credentials from the dashboard
- Move ticket to this status
- Acknowledge any email with additional info
- If a demo was requested, send calendar link for booking
- A task will be auto-generated to follow up mid-trial
- If no demo was requested, offer one at mid-trial
- Use template: **“AbaData – Mid Trial Follow Up”**
#### **Trial Ended**
- **Meaning:** The user's trial has concluded. Ticket moves here automatically.
- **Next Steps:**
- Check usage time:
- If **less than 21 hours**, consider extending trial by **3–5 days** (use discretion based on purchase likelihood) and notify the user
- If user declines to subscribe, move to **"Not Converted"** with reason: **“Trial Ended”**
#### **Converted**
- **Meaning:** The user has decided to subscribe.
- **Next Steps:**
- Move ticket to this column
- Create a deal on the **AbaData New Subscriptions Deal Board** to initiate the onboarding process
#### **Not Converted**
- **Meaning:** The user did not convert for one of several possible reasons.
- **Move to this status if:**
- Trial request was **spam**
- Request was **rejected**
- Trial request was **cancelled**
- Trial **ended without conversion**
- **Next Steps:**
- Set the appropriate reason when moving the ticket here
- No further action unless the requester re-engages (which will reopen the ticket automatically)
Here is a flow chart explaining our full trials/ conversions process
[Handling AbaData Trials/ Conversions](https://www.canva.com/design/DAGopghJXZU/mU3f7XVnArv5jn0TjXuZlA/view?utm_content=DAGopghJXZU&utm_campaign=designshare&utm_medium=link&utm_source=viewer)
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