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These docs are for v2024.01. Click to read the latest docs for v2024.08.01.

Free Trials

This functionality allows you to create a Free Trial promotion offering that can be applied to a new subscription. A customer could use a free trial to sign up to a new subscription giving them a free trial period to that subscription without being billed.

After the free trial expires the customer will be billed accordingly to the subscription.

The free trial gives a customer access to the subscription free of charge for a period of time, (which is set within the Subscription itself; see Create Subscription section for more information) so that they can experience the service and to encourage them to continue with a paid subscription after the free trial.

Applies to roles:

System Administrator System Administrator (NO CRM)

Number of times a free trial can be used by a customer

  1. Click ‘Configuration
  2. Click 'System Options'

The Settings page will now appear:

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  1. Click the ‘Expand’ icon on Free Trial
  2. Choose the number of redemptions allowed and the set period number of months within which redemptions can be made
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  1. Click ‘Save’ to confirm the changes

This rule will then be applied to all Free Trials across your catalogue of subscriptions