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Trial Management

Create Trial Invitations​

Create a new trial invitation​

Click on the Create Trial Invitation button.

Add:

  • Product: Select the product you want to offer as a trial
  • Plan: Choose the specific pricing plan for the trial
  • Contact Name: First and last name of the prospect
  • Email: Email address of the prospect
  • Duration: Set the trial duration in days (e.g., 7, 14, 30 days)

Click Create Trial button.

What happens when you create a trial invitation?​

Once you create a trial invitation, the system will:

  1. Generate a unique trial license key
  2. Send an automated email invitation to the prospect
  3. Create a trial record in your dashboard
  4. Set up the trial expiration date

Manage Trial Invitations​

View and track trial invitations​

Navigate to the Trials dashboard to see all your trial invitations.

The trials list shows:

  • Product Name: The product being trialed
  • Plan: The specific plan being trialed
  • Contact: Name and email of the trial user
  • Duration: Length of the trial period
  • Expires: When the trial expires
  • Actions: Options to manage the trial

Filter and search trials​

Use the available filters to find specific trials:

  • Product Filter: Filter by specific products
  • Plan Filter: Filter by pricing plans
  • Email Filter: Search by email address
  • Contact Filter: Search by contact name
  • Date Range: Filter by expiration dates

Delete trial invitations​

To delete a trial invitation:

  1. Find the trial in the trials list
  2. Click the Delete button for that trial
  3. Confirm the deletion

Note: You can only delete trials that have not yet expired or been converted to paid subscriptions.

Trial Email Notifications​

Automated trial invitation email​

When you create a trial invitation, the system automatically sends an email to the prospect containing:

  • Welcome message with trial details
  • Download link for the product
  • Trial license key for activation
  • Trial duration and expiration date
  • Instructions on how to activate and use the trial

Email content includes:​

  • Product name and description
  • Trial duration and expiration date
  • Download instructions
  • License key for activation
  • Support contact information
  • Information about converting to a paid subscription

Monitor Trial Performance​

Track trial status​

Monitor your trials through the dashboard:

  • Active Trials: Currently active trials being used
  • Expired Trials: Trials that have expired without conversion
  • Converted Trials: Trials that converted to paid subscriptions

Trial analytics​

The system tracks:

  • Total Trials Created: Number of trial invitations sent
  • Trial Activation Rate: Percentage of trials that were activated
  • Conversion Rate: Percentage of trials that converted to paid
  • Average Trial Duration: How long users typically use trials

What happens when a trial expires?​

When a trial expires:

  1. The trial license key becomes invalid
  2. The user loses access to the product
  3. The trial is marked as expired in your dashboard
  4. You can optionally send follow-up emails to encourage conversion

Convert Trials to Paid Subscriptions​

Trial conversion process​

When a trial user wants to convert to a paid subscription:

  1. They use the checkout link from their trial email or your website
  2. The system recognizes them as a trial user
  3. They complete the purchase process
  4. Their trial license is automatically upgraded to a full license
  5. They receive confirmation and continue using the product

Managing conversions​

  • Automatic Conversion: Trials convert automatically when users purchase
  • License Upgrade: Trial licenses are seamlessly upgraded to full licenses
  • No Data Loss: Users retain all their trial data and settings
  • Immediate Access: Full product access is granted immediately upon payment