Customer Data Platform Trial Signup

A customer data platform (CDP) is essential for modern SaaS and eCommerce businesses looking to unify customer data, create actionable segments, and activate audiences across multiple channels. This Customer Data Platform Trial Signup template helps CDP providers streamline their trial onboarding process while gathering critical information about prospect needs, technical requirements, and integration preferences.

Built for SaaS companies, marketing technology providers, and data infrastructure platforms, this form collects everything needed to provision a trial account and tailor the onboarding experience. You'll capture details about data sources, identity resolution requirements, segmentation goals, and activation channels—ensuring your team can configure the right environment and provide relevant guidance from day one.

The form works perfectly as an embedded signup flow on your pricing page, a standalone trial landing page, or as part of a product-led growth motion. With conditional logic built in, the form adapts based on company size, technical maturity, and use case priority, making it relevant for everyone from early-stage startups to established mid-market teams.

Once submitted, you can use Stepper to automate your trial workflow—provision accounts, send welcome emails, sync data to your CRM, assign the right customer success rep, and trigger onboarding sequences based on the prospect's stated goals. This ensures a smooth, personalized trial experience that drives activation and conversion.

Whether you're building a CDP, customer engagement platform, or data infrastructure tool, Paperform gives you the flexibility to create on-brand trial signup forms that convert, while capturing the structured data your team needs to deliver value fast.