Exposing entry points to the paid features in context to relevant data.
The first step of the funnel, in the product, was exposing clear entry points that would get you to the marketing upsell, using contextually relevant data. We did not want to be intrusive to the millions of people who use the free experience, and we all agreed that in-context entry points would be more effective.
Showing each of the entry points, from the prototype used for user testing.
Home tab: Expanded "premium insights" entry point.
Home tab: Expanded portfolio card entry point.
After taking these through research, we felt pretty good about balancing the level of prominence, and the contextual placement. We were also testing different brand colors at this point, so the next concepts are using the final branding.
Live: We kept this entry point, updated branding.
Live: Also kept this, updated branding.
Live: Added different entry point below.
After locking these entry points in, we also added more on other high traffic pages. The stock summary page is one of the highest traffic pages on the platform, and we had some company-specific content we could showcase there.
Default stock summary page, no upsells above the fold.
Additional analyst rating module with exclusive additional insights.
Company outlook module with alternative data sets for companies.