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How to Set Up a Free or Paid Trial Offer

AccessAlly’s “product trial” feature allows you to create a free (or paid) trial offer for your products and subscriptions.

How to Use This Feature

With the product trial, you create unique incentives for your clients to test your products — without requiring them to commit to the full price.

This is great to use in scenarios such as:

  1. A paid trial, for example, where a user pays $1 to receive 14 days of access to your online course. In a paid trial, both the dollar amount and the length of trial are determined by you.
  2. A free trial, for example, that lasts a full 30 days, allowing new clients to take your product for a test drive totally risk-free. All they need to do is cancel within that time frame if they wish to avoid being charged for the product.

Free and paid trials work with one-time payment products, payment plans, and membership subscriptions.

How to Set Up A Free Trial

This tutorial video shows you how to set up a free trial, followed by an automatic payment charge inside AccessAlly.

Where to add your automation tags

Please note that both the Product and the Offer areas have a tab called “automations” where you can configure tags to be added to the user IMMEDIATELY when the order is successful.

You can use these tags to trigger an automation inside your CRM that notifies you or the client that their free trial has begun.

For tags that are added IMMEDIATELY when the order is placed, use the automations tab inside the “Offer”.

For tags that are added on FUTURE payments (i.e. every recurring payment after the free trial is over), use the automations tab inside the “Product”.

How to Set Up A Paid Trial

This tutorial video shows you how to set up a $1 paid trial, followed by a monthly recurring subscription inside AccessAlly.

Updated on August 5, 2019

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