Product · free template

Free Trial Sign-Up Form

Qualify and onboard free trial sign-ups with company size, use case and a scheduled onboarding call option.

A ready-to-use technology, saas & dev form for engineering, IT and product teams: 8 questions, 2 pages, 2 conditional rules.

Questions: 8
Pages: 2
Layouts: classic · card
Conditional rules: 2
Typical time: 2 min

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Searches this template answers

Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2 — Start your trial

Every question on this page is currently visible.

What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.

Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.

Who this template is for

Free Trial Sign-Up Form is built for engineering, IT and product teams who need to route technical requests with the context needed to triage them.

Engineering, IT and product teams working in technology, saas & dev.
Teams who need to route technical requests with the context needed to triage them without writing code or paying for a custom build.
Anyone replacing vague reports that can't be reproduced or prioritised with one structured record per enquiry.
Respondents are users, testers and internal stakeholders — the form asks them 8 questions across 2 screens.
Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of vague reports that can't be reproduced or prioritised and turns each submission into a record your team can act on immediately.

2 questions are required, so submissions arrive complete instead of needing a follow-up email.
It collects a verified email address so replies and confirmations land.
Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

1Press “Use this template” — a fresh copy of Free Trial Sign-Up Form lands in your workspace, ready to edit.
2Rename or delete any question, and change what is required. Nothing here is fixed.
3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 2 conditional rules ship with it.

Features advanced show logic: if “Would you like a guided onboarding call?” is Yes, book me a call, the form dynamically exposes “Best time for a call”. Otherwise that question never appears.
Features advanced show logic: if “Company size” is 200+, the form dynamically exposes “Would you like a guided onboarding call?”. Otherwise that question never appears.
All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

A free trial sign-up form has to do two things at once: get out of the way fast enough that people actually finish it, and collect just enough to let a sales or success team prioritise who to follow up with. This form keeps the required fields to name, work email and company, since a personal email address or a blank company field is often a weak signal for a business tool. A company-size dropdown and a use-case question, both optional but strongly encouraged, let a team route enterprise-looking sign-ups to sales and smaller ones to self-serve onboarding without a phone call. A "how did you hear about us" field, kept short, feeds attribution reporting without adding real friction. The closing section offers an optional onboarding call — genuinely optional, not a disguised sales call requirement — because some trial users want a guided start and others want to explore the product alone first. Keeping the call scheduling separate from account creation means the trial account activates immediately regardless of whether someone books time, which matters because delaying access to "qualify" a lead is one of the most common reasons free trials underperform.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Start your trial

Full namerequired
Work emailrequired
Company name
Company size
What will you use this for?
How did you hear about us?

Page 2 — Onboarding

Would you like a guided onboarding call?
Best time for a call

8 questions in total.

How the form changes as it's filled in

This template ships with 2 conditional rules, grouped into 2 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Would you like a guided onboarding call?”

Reveals questions
If “Would you like a guided onboarding call?” is Yes, book me a call, the form reveals “Best time for a call”.

Driven by “Company size”

Reveals questions
If “Company size” is 200+, the form reveals “Would you like a guided onboarding call?”.

Set it up step by step

1
Activate the trial before, not after, qualification
Let the account go live immediately on sign-up; use the follow-up fields to prioritise outreach, not to gate access.
2
Make the onboarding call genuinely optional
Self-serve users who don't want a call should be able to say so without it feeling like they're being pushed toward sales.
3
Route by company size, not just by request
A 200+ employee sign-up is worth proactive outreach even if they didn't tick the call box — the logic rule already surfaces the option for them.
4
Keep required fields to a minimum
Name, work email and company are enough to activate a trial and start basic segmentation; everything else should stay optional.

Mistakes to avoid

Requiring a phone number or company size before granting trial access, which suppresses sign-ups.
Forcing every sign-up through an onboarding call booking before they can use the product.
Not distinguishing use case, so a personal-project sign-up gets the same enterprise sales outreach as a company-wide rollout.

What it pairs with

Most teams don't run this form on its own. These are the forms and systems it sits next to.

What to do with the responses

Segment new trials by company size and use case, prioritise outreach to larger accounts, and send a self-serve onboarding email to everyone who skipped the call.

Works in both layouts

Browse classic templates Browse card templates

Forms that overlap this one

These pages cover the same subject ground as the free trial sign-up form, matched on the words people actually search for.

Frequently asked questions

How is this different from the Simple Signup Form?

Simple Signup Form is a bare-bones account creation form for any product. This one adds the qualification fields — company size, use case, onboarding preference — that a SaaS team specifically needs to route trial follow-up.

Should the onboarding call be required?

No — keep it optional. Requiring a call before granting access adds friction that measurably reduces trial starts, and many users convert perfectly well through self-serve onboarding.

What happens when someone wants to cancel later?

Point them to Subscription Cancellation Form — keeping cancellation and sign-up as separate forms makes both easier to analyse and improve independently.

Can trial users request features through this form?

Not directly — once someone is active in the trial, route feature requests to Feature Request Submission instead, so product feedback and initial sign-up data don't get mixed together.

Is the Free Trial Sign-Up Form template free to use?

Yes. You can preview and test Free Trial Sign-Up Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Free Trial Sign-Up Form template ask for?

It asks 8 questions across 2 pages, 2 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Free Trial Sign-Up Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this technology, saas & dev form work?

2 conditional rules ship with the template: Features advanced show logic: if “Would you like a guided onboarding call?” is Yes, book me a call, the form dynamically exposes “Best time for a call”. Otherwise that question never appears. Features advanced show logic: if “Company size” is 200+, the form dynamically exposes “Would you like a guided onboarding call?”. Otherwise that question never appears. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.

Where do responses to the Free Trial Sign-Up Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Free Trial Sign-Up Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

More forms teams pair with the free trial sign-up form.

Related categories

All Technology, SaaS & Dev templates