Increasing trials

In the last section you learned about how applying the key components of retail ecommerce - shoppability, actionable insights, and pixeling for performance marketing -  helps generate awareness for your brand. If you missed the Awareness section, revisit here

 

In this section, we’ll cover the next step in the digital share of wallet funnel: trial.

Trial tip

| ENCOURAGING TRIAL

 

The trial step within the share of wallet funnel involves encouraging potential customers to make their first purchase or try a product for the first time. It's a crucial stage where brands aim to convert awareness into tangible actions, often leveraging incentives, special offers, or unique value propositions to prompt customers to experience what their products have to offer.

 

For CPG brands looking to encourage trial of new or existing products, marketing efforts should be focused on:

  • Educating consumers beyond initial awareness about the value your products add to their lives.
  • Promoting exclusive trial offers or discounts to incentivize customers to make their first purchase. 
  • Creating easy digital paths to purchase your products at their preferred retailer, where consumers are more likely to try something new. 

Leveraging retail ecommerce experiences in your organic and paid marketing efforts helps your brand meet customers wherever they are in their journey. This is especially beneficial for creating a frictionless transition from the awareness stage to the trial stage. Pixel events are sent back to your ad platforms from your retail ecommerce tools (as covered in the pixels section), providing your brand with the data and insights needed to begin building a trial-level audience. This audience can then be utilized in future marketing campaigns focused on trial experiences.

 

Once customers move from being aware of a brand to actively engaging with it through a trial experience, the door opens for creating positive initial interactions that can ultimately lead to repeat purchases and long-term loyalty. More on that in the next section.

 

 

| BUILDING A TRIAL AUDIENCE

 

Customers in the trial stage have progressed from merely being aware of your product(s) to actively preparing to make their first purchase. While your brand has successfully moved the shopper further down the funnel, the trial stage still involves a level of skepticism and the potential to influence whether or not these first-time buyers will convert into repeat customers. Directing these shoppers to retail ecommerce experiences, particularly those that leverage daily inventory scanning and create paths to purchase at local retailers where loyalty is strongest, helps eliminate unnecessary roadblocks (such as broken or out-of-stock links), creating a positive introductory experience with your brand.


If you recall from the previous section on awareness, pixeling your store locator and/or shoppable PDPs is a highly effective way to build a valuable audience of high-intent shoppers on your ad networks. When considering marketing efforts for the trial stage, keep this audience top of mind for retargeting and guiding visitors from early research to initial purchase. Leveraging your store locator or shoppable PDPs as landing pages in these campaigns not only educates the shopper about the product(s) you’re promoting, but also creates seamless paths to purchase at their preferred retailer directly from your onsite experiences. This tactic benefits information-driven shoppers and impulse shoppers alike.


Brands aiming to promote trials of new product launches or limited edition items should consider pairing rebate options with their retail ecommerce experiences. It’s no secret that limited-time deals and introductory pricing help attract a broader audience and often guide shoppers from consideration to purchase. Including rebates or coupons directly on shoppable landing pages can help eliminate the initial barrier to entry for deal-conscious shoppers and those hesitant to try something new at full price. Plus, anything clickable can be linked to a shoppable landing page, so this tactic can be leveraged across multiple channels while building audiences for future marketing efforts. 

 

Check out this case study on how one brand used Pear’s rebate option to run A/B tests and increase trial on a new product launch. 

 

| STRATEGICALLY LEVERAGING INSIGHTS & AUDIENCES

 

Building custom trial-level audiences from shoppable tools gives your brand the power to convert researchers into repeat purchasers. By leveraging the audiences, data, and insights captured at the trial stage, you unlock the ability to understand what drives consumers to make a purchase, improve conversion rates, and increase the overall loyalty and lifetime value of your customers.

  • Repeat business
    An audience cultivated from the trial stage - particularly those who had a positive introductory experience - is more likely to engage with subsequent marketing efforts. Whether your goal is promoting related products, upselling, offering exclusive deals, or providing personalized recommendations, a well-defined audience of trial shoppers is a strong foundation for brands looking to increase repeat business.

  • Feedback for improvement
    Engaging with customers post-trial allows for valuable brand feedback. Understanding their experiences, preferences, and pain points empowers your brand to refine products and future marketing strategies. Leveraging email or SMS for post-purchase surveys gives customers the space to engage with your brand, allowing them to feel heard while also keeping you top of mind. 

  • Optimized communication
    Insights gained during the trial stage empower your brand to tailor your communication strategy to specific segments within the trial audience. Personalized and relevant messages are more likely to resonate with those engaging with your marketing, ultimately contributing to increased customer satisfaction and loyalty.

  • Increased conversion rates
    Existing customers are often easier to re-convert versus new customers. By leveraging audiences built from your retail ecommerce tools and focusing on shoppers who have already gone through the trial phase, your marketing efforts automatically become more efficient and effective.

Keep reading to learn how to move shoppers from initial trial to the next stage in the share of wallet funnel: Repeat Purchase.  Chevron

 

 


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