If you use Stripe to manage free trials, you can run segmented reporting on free-to-paid trial conversion rates within HubSpot:
To create a Free-to-paid Trial Conversion Report:
- Step 1: Go to Reports > Create Reports
- Step 2: Create a Custom Report, and:
- (A) Set the Primary Data Source to ClearSync Stripe Subscriptions
- (B) Check the Add more data sources checkbox and add Companies and/or Contacts, which will let you create segmented reporting using data on either the Company or Contact that ClearSync has related to your Stripe data in HubSpot.
- Step 3: Create these two fields on the ClearSync Stripe Subscription object if you haven’t already (instructions are here):
- Number of Paid MRR Events
- Had Paid Event
- Step 4: Click Configure, then configure the report:
- Select the Vertical bar report type under “Visualization”
- Drag the field Stripe Subscription Start Date into the X-axis
- In the field properties, you can select weekly, monthly, or quarterly to see your trial conversion rate over different periods of time
- Drag the field (Count) ClearSync Stripe Subscriptions into the Y-axis
- Drag the field Had Paid Event into the “Break down by” section
- Step 4: Optionally add any Filters to the report that you might want to help you filter down to only report on the segment(s) that you’re looking for.
🏁 Save the report and optionally add it to a Dashboard
- Suggested Report Name: Stripe Subscription Trial to Paid Conversion (ClearSync)