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Free Trial Package

Written by Emma

Just getting started? Check out the How to set up a Package for your Marketplace profile

How to create a Free Trial Package

  • When setting up the pricing for a package, you will find the “Allow Trial Period” option under Advanced Settings.

For the One-time Payment option
For the Recurring Subscription option

  • Click on the toggle to enable the trial option for your package. The trial duration will be 7 days by default, but you can click on the dropdown to change it.

  • You can choose to ‘Archive the clients when cancelling a package within the trial period' or ‘Allow client to sign up for trial once’ by checking the box under the setting. Click on ‘Update Pricing’ when you finish filling information.

  • On the package overview page, it will show the trial period set under Pricing.

  • Once your package is ready and ‘Published’, you can share the package link with your clients to make a purchase.


Set a Trial Configuration

  • On the package’s Settings page, you have the option to enable or disable a feature that sends a reminder email to your clients 1 day before their trial ends.


What your clients see

  • After clicking on the package link, your clients can view the package information as usual and input their payment details to proceed with the purchase. With a trial period available, your client will only be charged at the end of the trial.


Package Analytics for Trial Package

  • Open your trial package and click to view the 'Analytics' page.

  • On the Package’s Analytics page, you will be able to see which clients are on trial indicated by their status (highlighted in yellow).

  • Different list explained:

    • The ‘Active Purchases’ list will show all Paid and Trial subscriptions

    • The ‘Trial’ list will only show Trial subscriptions. If there are no clients currently on their trial period, the Trial list will not appear.

    • The ‘Cancelled’ list includes all Paid and Trial subscriptions that were canceled.

  • When you click to open up a trial subscription, you will see when a trial starts and ends with a specific number of days left.

  • There won’t be any invoices showing up here because the client hasn’t been charged yet.


Trial Statistics

  • When you switch to the Trial tab, you can view the statistics for new trials from the last 30 days.

  • Simply hover over the columns to see a specific number of trials on each day.


How To Cancel a Trial Purchase

  • From the Trial list on the Analytics page, you can click the menu button next to a trial subscription and select ‘Cancel Trial’.

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