How to Set Up Free and Paid Trials

[Note: This feature is available on the Standard (plus the Page Importer) / Pro / Agency / Scale and Maximize Plans. If you need this feature and you would like to upgrade to a different plan please contact us at support@convertri.com]

Video Tutorial:

Article:

A product with trials, free or paid, allows your customers to try before they buy. Here’s how to set it up:

1. In the Dashboard, click on Cart then select Products in the left-hand menu.
2. Click New Product, or click on an existing product to edit it.
3. Enter a name and a price for the product. 
4. Click 'price' from the left-hand menu and then check the box labelled ‘This product is recurring’. Then, check the box labelled Offer Trial.
5. Enter the details of the duration and initial payment of the trial. For a free trial, set the initial payment to 0.00. 
6. A second trial is optional, and you can offer this by checking the box labelled ‘offer second trial’. Again, just enter the details of the duration and initial payment.
7. Your customer must be charged after the trial period is over. In the Recurring Billing section, enter the amount, billing cycle and frequency of the recurring payment.

8. Click Create when you have entered the details.

   

Tip: if you’re going to charge a customer, Stripe requires a minimum of $0.50 in your currency. If you’re using Product Dyno, you can integrate membership sites or services of choice to automatically revoke access after the billing cycle has ended: click here to find out how.