Step 1. 30-day Free Trial:
We recommend the 30-day free trial so new customers can explore, learn, and do some internal tests on the platform without incurring costs. This free trial has limited functionality and Playable branding added to the email and video, thus making it not suitable for live trials.
During this time we also work with the new client to help train staff and share insights, strategies, and best practices to prepare them for the next stages. Refer to article: The Benefits Of Playable's 30-Day Free Trial.
Start your Free 30-day Trial Today!
Step 2. Paid Trials:
We start preparing for the paid trials by giving the client the freedom to conduct the type of trial they want. The focus of trials varies greatly, but some include a simple Proof of Concept (POC), obtaining live market data, downstream metrics, video production/content, etc.
The first part of the trial is the quote. A client gives us the details of the full trial they want to conduct and we recommend the best monthly plan that meets these requirements. The average trials we see are about 5-10 campaigns across 1-2 months.
The details we require to quote the trial are:
How many campaigns during the trial
The total volume (sends) per campaign
The average monthly Open Rate
And the duration of the trials
Email platform used for the trial
Usually, this is sent as a schedule which allows us to calculate the monthly projections and usage. It also allows us to add any discounts or benefits. Once the quote for the trial is agreed upon, we have you create your Live Account, adding in all the business details, users, etc. Playable can help with any training, video email preparation, sharing insights, and/or testing, all before the first trial campaign is sent. The trial then starts.
At the end of the trial, we review reports and data. We add these details to the rest of the information (as per stage 3) to determine the best-suited plan for you going forward.
Step 3. Full Account:
In selecting a full account we take clients through a number of points that need to be considered. These help them to understand the onboarding process as it relates to their specific requirements and processes. For example:
The actual number of video emails compared to normal email.
Video email is not for every campaign (ie authentications, confirmations, etc).
It will take time to change some existing email campaigns to video, which will alter the monthly usage.
eg Newsletter, Welcome Series, Winback, etc will take time for new templates and video content.
eg Video content production able to support email timeframes.
Understanding usage and plotting a growth roadmap.
If it fluctuates month to month then a monthly plan would work best.
If it is consistent month to month, a yearly plan will give you a 30%+ discount.
The above details will give us a breakdown, similar to the information in the trial (i.e. total volumes, campaigns, etc), for us to base an account recommendation on all qualified volume discounts and plan benefits.