What’s the best way to collect trial sign-ups online? Print

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What’s the best way to collect trial sign-ups online?

Create a form with essential fields (name, email, phone, waiver checkbox).
Embed the form on a dedicated "Free Trial" page or homepage.
Connect the form to a Trial Automation workflow to:
- Send confirmation SMS/email
- Notify your team
- Collect waivers

This ensures a smooth trial experience from booking to follow-up.

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