Allow Free Trial Periods for Subscriptions

You can offer customers a free trial period of your choosing. The duration of the trial period can be defined within the product settings or facilitated through the use of a coupon code. Should the customer An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ choose not to cancel within this timeframe, the trial subscription seamlessly transitions into a paid subscription at its conclusion. However, you also have the option to offer customers a free trial without requiring payment Exchange of money for goods and services in an acceptable amount to the customer where the payment amount has been agreed upon in advance. The customer can only pay with an accepted payment method. Each payment has an individual payment cost. details upfront.

Set Up Free Trial on Product Level

You can set up a free trial on the product level within the Configure > Manage Products section of our web admin tool.

1. In the Products section located in the main menu of the web admin tool, select the recurring product for which you want to set up a free trial period.
2. Under Pricing, select Start with free trial period and define the length of the free trial under Length of Initial Billing Interval. The price for Billing Interval 0 shows 0 automatically in the Billing Schedule.

Example

To set up a free trial period of 30 days for your product, select days and enter 30 under Length of Initial Billing Interval.

3. Define the length of subsequent billing intervals under Length of Recurring Billing Interval.
4. In the Billing Schedule, select Billing Interval 1 and enter unique pricing information in the price grid. This is the amount the customer will be charged once the free trial period concludes.

Important

If pricing information is not specified for Billing Interval 1, then Billing Interval 0 displaying 0 will remain as the product price for all subsequent subscription intervals.

Set Up Free Trial via Coupon Code

You can set up a free trial for the product by creating a coupon code in the Campaigns > Promotions section of our web admin tool

1. In the Optimize section of our web admin tool, select Promotions > Add Item Level Promotion.
2. In the General & Price section, enter a name for the free trial promotion.
3. Under Discount, set up the discount amount. For more information on the individual options, see Set Up Discount for Promotion under Add a Promotion.



4. Select the Coupons section and generate a coupon code:
1. Click Add Coupons and select Generate Coupons.
2. Enter information about how the coupon code should be generated.
3. Click Submit. The coupon code is added.
5. In the Products section, click Select Product and choose the subscription product you wish to set up a free trial period for.
6. Click Submit, then Save and Close.