Free Trial Signup

Evaluate for purchase. Solve a specific problem. Compare with competitors. Just exploring. Those are the four answers a new user picks from under Primary Goal, and that single required question does more for your trial funnel than most full signup pages. Someone who selects Evaluate for purchase deserves a different follow-up than someone who selects Just exploring, and this form tells your team which is which before the trial starts.

That is the idea behind this template: treat the free trial form as a short qualification step, not a formality. It runs seven fields in an estimated 3 to 5 minutes and is built for software teams that want context on every signup, not just an email address.

Seven fields that work like a discovery call

The required fields cover identity and fit: full name, Work Email Address, and Company Name, followed by Company Size, a dropdown with five ranges from 1-10 employees up to 1000+ employees. Work email matters here; it filters out throwaway addresses and gives sales a real domain to research. Primary Goal rounds out the required set.

Two optional fields add depth without adding friction. How did you hear about us? offers answers like Search Engine, Review Site, and Colleague Referral, so you collect attribution data from people willing to give it. What features are most important? is an open text box, and it quietly hands your onboarding team a personalized starting point for every new account.

The template opens with a cover page and closes with an ending page, and it ships with conversational mode recommended, so questions appear one at a time instead of as a wall of inputs. That pacing suits mobile signups and keeps completion rates honest for a seven-field form.

Who puts this in front of their trial funnel

SaaS founders use it to learn who is actually signing up. Product-led growth teams use Company Size and Primary Goal to segment trials and decide which accounts get a human touch. Sales teams use the feature-priority answers to prep demos and first calls. It is a lead-gen template at heart, so anywhere a trial button currently collects just an email, this form collects a profile instead.

Make it yours before you publish

Every field is editable. Reword the questions, swap the company-size bands for ones that match your market, add a phone field, or cut anything you do not need. Apply your logo and brand colors so the form looks like your product, then share it by direct link, QR code, or social post, embed it on your site with a snippet, or drop it into WordPress with the Uplup plugin shortcode.

Once responses arrive, you get analytics with per-question breakdowns, CSV export for your own analysis, and webhooks or Zapier to push each signup straight into your CRM. This template lives on Uplup's Pro plan.