Tutorials / Convert and retain

See revenue from your trial signups

4 minute read

Signups are the metric everyone tracks and nobody can spend. Two small steps connect them to revenue.

1. Count the signup as a goal

On the signup button, no code:

<button data-ds-goal="signup">Start free trial</button>

Or from JavaScript, e.g. after the form really submits:

ds("goal", "signup");

Goals inherit the visitor's journey, so filtering to the goal (the next step) makes every channel row describe signups, not just visits. For this tutorial, leave Your #1 metric (Settings, General) on Revenue (verified). With a goal as the #1 metric, breakdowns rank by that goal instead of offering Most revenue, and their Details tables drop the Orders and Revenue columns that step 3 needs.

2. Filter to the people who signed up

Add filter → Goal → signup. The dashboard now describes only visitors who completed the goal, and, because filters follow the visitor, their later orders and revenue come along. Revenue on this view is literally "money from people who signed up". Save it as a segment called Trial signups.

3. Compare where paying signups come from

With the segment on, read "Traffic sources" ranked by Most revenue: the channels that produce signups who pay, which is a different and better list than the channels that produce signups. If checkout happens on your server, pass the visitor id with the payment (the Stripe page shows the two lines) and this view stays complete.