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How To Discount The First Payment Of A Trial Period With A Coupon Code

Use the advanced promo feature to offer a paid trial period using a coupon code.

When your customer enters the coupon code, they’ll get the trial period. If they don’t enter the coupon code, they’ll purchase the regular offer with no trial period.

How To Use This Features

Use a coupon code to offer a paid trial for a subscription plan or a one-time payment. For example, if you want to offer a $1 trial period for 14 days, then charge $10 per month thereafter.

It’s fully automated and will charge your customer after the trial period is over.

Note: you can also offer a free trial or a paid trial with no coupon code.

Video Tutorial

Written Tutorial

Important: this tutorial assumes you’re using the “default order form design” for your offers. If you’re using a customized Flex order form design, it will still work but you will end up with an Order Summary that shows a $0 charge for the first month.

Since that might cause confusion for your members, it’s best to use the Default order forms for creating this type of trial switch.

Step 1: Create products

Go to: AccessAlly > Products

Create Product #1

  • Click the yellow Add New Product button
  • Product #1 will be a trial period product as a one-time payment

  • Fill in the product details: name, price, image, and/or product description

Screenshot of Product #1 with trial period

Create Product #2
Product #2 will be a regular subscription product after the trial period is over

  • Fill in the product details: name, price, image, and/or product description
  • Recurring Payments
    • Trial period: delay the first payment until after the trial period: select that this product does have a trial period, either recurring payments with a trial period or a one-time payment with a trial period
    • Delay the first payment by: Select the number of days, weeks, months, or years that you want the first payment to be delayed by.
    • Description: you can customize how you describe the trial period to your clients.
    • Recurring payment frequency: configure how often you want your clients to be charged
    • This payment plan will continue indefinitely, or have a finite number of payments: continue until canceled or a finite payment plan

    Screenshot of Product #2 from AccessAlly

  • Automations tab: add any desired tagging
  • When you’re ready, click the yellow Save Changes button

To make it really clear to customers that this is a trial and that they’ll be charged after the 14 day period, you can use the Override options to write your own description of what happens after the trial like this:

Screenshot of what will show up as text

Important: This option to override the text is only available in the “Default order form” designs, and will not work for the Flex designs. Unfortunately, at this time the flex designs will display a $0 price for the recurring portion of the order.

Since that might cause confusion for your members, it’s best to use the Default order forms for creating this type of trial switch.

Step 2: Create offers

Go to: AccessAlly > Products > Offers

Create Offer #1

  • Click the yellow Add New Offer button
  • Offer #1: Add both the trial product and the regular subscription product you created in the first step

  • Complete the automation, payment success, and/or 1-click orders tabs as necessary
  • Click the Save Changes button

Screenshot from AccessAlly showing a product

Create Offer #2

Use the same steps as above. Note that the only product in this offer will be the regular subscription product (no trial period).

Screenshot from AccessAlly showing Product #2

Make sure to complete the Automation and Payment Success tabs.

When you’re ready, click Save Changes.

Step 3: Create promo

Go to: AccessAlly > Products > Promos

Click the yellow Add New Promotion button

Configure your promotion as follows:

Configure how the promotion will affect the other: Advanced Mode
Original offer: regular subscription
Target offer: trial offer
How to activate this promotion: special offer coupon code
Active time frame: (not necessary, but can be set)
Coupon code: enter the coupon text or click “Generate” button to a create a random code
Limit how many times the coupon can be used: (not necessary, but can be set)
Display a message when this promotion has been applied: customize your message or leave the standard one

Screenshot from AccessAlly showing an advanced promotion

Click the yellow Save changes button

Step 4: Create the order form page

Create a new WordPress page and add Offer #2 to the page with the shortcode adder. Then, publish the page.

Here’s how it works

If your customer uses the coupon code you’ve created, they’ll pay the discounted rate for the trial period, then be automatically charged when the trial period is over.

If your customer doesn’t use the coupon code you’ve created, they’ll purchase the offer at regular price with no trial period.

Testing

Step 1: Open the order form page in an incognito window.
Step 2: Submit a test purchase using the coupon code you created

Updated on October 30, 2020

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