Tactics

Funnel step
Requires budget?
All Steps

Funnel step

Acquisition
Activation
Retention
Referral
Revenue

Requires budget?

TACTIC
DESCRIPTION
FUNNEL STEP
TAG
Requires budget?
Date added
Screenshot
Refer Friends to Unlock a Feature

Incentivize sharing of your app by gating some features. Users can unlock them by referring others.

Referral

copy

No

Nov 23, 2019

Premium Features Visible for Free Tier Users

Show free tier users what features they're missing out on by not upgrading to a premium plan. E.g. place an overlay with an upgrade button over them.

Revenue

signup

No

Nov 21, 2019

Temporarily Unlock a Feature

Unlock a premium feature of your product to free tier users for a short period a time. Make them know what they're missing out on by not upgrading their plan. Two biases occur here: loss aversion and endowment effect.

Revenue

copy

No

Nov 20, 2019

See How It Looks on Your Website'

Let visitors see how your product would look like on their website. Let them enter their website URL and generate a preview. This not only allows your visitors to easier understand how your product works but also, the endowment effect occurs - people place a greater value on things once they have established ownership. Thus, they are more likely to want to give your product a shot by starting a trial or purchasing a plan. If they don't, you have their website URL and can find their email address this way (just use hunter.io or similar tool).

Acquisition

signup

No

Nov 19, 2019

Self-Qualification Quiz

Let visitors answer a couple of questions (in a quiz form) about them or their needs and offer your product/service only if they meet the criteria. This way they develop trust towards you as you're not trying to sell them your product at all costs but offer a solution to their actual needs.

Acquisition

checkout

No

Nov 17, 2019

Lock Icon

Add a small lock icon on form submit buttons and near email form fields. It subconsciously increases trust and makes users feel more secure about the decision to submit the form or leave their email.

Acquisition

signup

No

Nov 17, 2019

Automatic Just-In-Time webinar

Maximize the percentage of signups who actually attend your webinar by letting users watch it almost instantly. The pre-recorded webinar is available on request and users can select a time that is convenient for them (starts in a couple of minutes). It's also a perfect lead generation tactic to use in exit-intent popups. Tool: https://livestorm.co/

Acquisition

signup

Yes

Nov 14, 2019

Premium Features Visible for Free Tier Users

Show free tier users what features they're missing out on by not upgrading to a premium plan. E.g. place an overlay with an upgrade button over them.

Revenue

signup

No

Nov 13, 2019

See How It Looks on Your Website'

Let visitors see how your product would look like on their website. Let them enter their website URL and generate a preview. This not only allows your visitors to easier understand how your product works but also, the endowment effect occurs - people place a greater value on things once they have established ownership. Thus, they are more likely to want to give your product a shot by starting a trial or purchasing a plan. If they don't, you have their website URL and can find their email address this way (just use hunter.io or similar tool).

Acquisition

signup

No

Nov 13, 2019

Automatic Just-In-Time webinar

Maximize the percentage of signups who actually attend your webinar by letting users watch it almost instantly. The pre-recorded webinar is available on request and users can select a time that is convenient for them (starts in a couple of minutes). It's also a perfect lead generation tactic to use in exit-intent popups. Tool: https://livestorm.co/

Acquisition

signup

Yes

Nov 12, 2019

Google Review Widget

Add a Google Review Widget to your site to show the positive reviews of your customers. Acts as a social proof element. Tool: https://reviewsonmywebsite.com/

Acquisition

signup

No

Nov 11, 2019

Upsell on Thank You Page

This is a moment when users' motivation is high. They've also already developed a certain level of trust by converting for the first time. That's why they're more likely to take another action now. Or, refer a friend. Plus, you already have their contact info, so they don't have to input it again to convert once more. This tactic leverages what's called a 'yes ladder', or 'foot in the door' technique. Once someone says 'yes' once, they're more likely to say 'yes' once more.

Revenue

checkout

No

Nov 10, 2019

Temporarily Unlock a Feature

Unlock a premium feature of your product to free tier users for a short period a time. Make them know what they're missing out on by not upgrading their plan. Two biases occur here: loss aversion and endowment effect.

Revenue

copy

No

Nov 10, 2019

Refer Friends to Unlock a Feature

Incentivize sharing of your app by gating some features. Users can unlock them by referring others.

Referral

copy

No

Nov 9, 2019

Upsell on Thank You Page

This is a moment when users' motivation is high. They've also already developed a certain level of trust by converting for the first time. That's why they're more likely to take another action now. Or, refer a friend. Plus, you already have their contact info, so they don't have to input it again to convert once more. This tactic leverages what's called a 'yes ladder', or 'foot in the door' technique. Once someone says 'yes' once, they're more likely to say 'yes' once more.

Activation, Revenue, Referral

checkout, copy, social proof

No

Nov 4, 2019

Don't Hide Short Forms Behind Buttons

The problem with hiding short forms is that visitors can't see how easy they would be to fill out. So, instead of hiding them, place them directly on your pages.

Acquisition

signup

No

Nov 4, 2019

Social Proof Next to Friction Point

Placing a social proof element next to a point of friction decreases psychological resistance that your visitors experience when trying to complete an action. E.g. forms, CTA buttons etc. Examples of social proof: - customer logos - number of users - testimonial - awards/certifications - press mentions - ratings from App Stores / user review sites like Capterra

Acquisition

checkout

No

Nov 3, 2019

Don't Hide Short Forms Behind Buttons

The problem with hiding short forms is that visitors can't see how easy they would be to fill out. So, instead of hiding them, place them directly on your pages.

Acquisition

signup

No

Nov 3, 2019

Self-Qualification Quiz

Let visitors answer a couple of questions (in a quiz form) about them or their needs and offer your product/service only if they meet the criteria. This way they develop trust towards you as you're not trying to sell them your product at all costs but offer a solution to their actual needs.

Acquisition

checkout

No

Nov 3, 2019

Lock Icon

Add a small lock icon on form submit buttons and near email form fields. It subconsciously increases trust and makes users feel more secure about the decision to submit the form or leave their email.

Acquisition

signup

No

Nov 1, 2019

Google Review Widget

Add a Google Review Widget to your site to show the positive reviews of your customers. Acts as a social proof element. Tool: https://reviewsonmywebsite.com/

Acquisition

social proof

No

Lock Icon

Add a small lock icon on form submit buttons and near email form fields. It subconsciously increases trust and makes users feel more secure about the decision to submit the form or leave their email.

Acquisition

signup

No

See How It Looks on Your Website'

Let visitors see how your product would look like on their website. Let them enter their website URL and generate a preview. This not only allows your visitors to easier understand how your product works but also, the endowment effect occurs - people place a greater value on things once they have established ownership. Thus, they are more likely to want to give your product a shot by starting a trial or purchasing a plan. If they don't, you have their website URL and can find their email address this way (just use hunter.io or similar tool).

Acquisition

engineering as marketing

No

Refer Friends to Unlock a Feature

Incentivize sharing of your app by gating some features. Users can unlock them by referring others.

Referral

No

Self-Qualification Quiz

Let visitors answer a couple of questions (in a quiz form) about them or their needs and offer your product/service only if they meet the criteria. This way they develop trust towards you as you're not trying to sell them your product at all costs but offer a solution to their actual needs.

Acquisition

No

Social Proof Next to Friction Point

Placing a social proof element next to a point of friction decreases psychological resistance that your visitors experience when trying to complete an action. E.g. forms, CTA buttons etc. Examples of social proof: - customer logos - number of users - testimonial - awards/certifications - press mentions - ratings from App Stores / user review sites like Capterra

Acquisition

social proof

No

Premium Features Visible for Free Tier Users

Show free tier users what features they're missing out on by not upgrading to a premium plan. E.g. place an overlay with an upgrade button over them.

Revenue

No