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Self-Serve 14-Day Trials for Add-Ons

Plan Details are available under Settings > Subscription and renamed to Current Plan for better clarity. 

Additionally, a new Trial Add-Ons tab is available under Subscription, allowing customers to explore and activate free trials for add-ons.

The functionality makes it easier for the customers to explore the new features without making financial commitments. Trials before the purchase provides the customers with an opportunity to evaluate the add-ons in their own environment and make more informed upgrade decisions. 

How It Works

  • Start a Trial: Customers can enable a 14-day free trial for eligible add-ons from the Trial Add-Ons page.
  • Immediate Access: The add-on is enabled for all users on the domain as soon as the trial starts.
  • User Notifications: If the domain has "Show announcements about new features to users" enabled, users will receive a notification about the trial.
  • Manage Trials: Customers can start, cancel, or purchase a trial at any time.
  • Trial Extensions: Customers can contact Sales if they need the trial extended beyond the initial 14 days.
  • Automatic Expiration: If not purchased or extended, the trial will automatically expire after 14 days.

Start a Trial

  • Navigate to Settings -> Subscriptions -> Trial add-ons
    SelfServe14DayTrialsforAddOns -2.png
  • Click on Start free trial for a specific add-on available to start the 14-days free trial.

    SelfServe14DayTrialsforAddOns -1.png

Purchase a Trial Add-on 

  • Navigate to Settings -> Subscriptions -> Trial add-ons
    SelfServe14DayTrialsforAddOns -2.png
  • Click on the three-dots menu for the add-on to purchase.
    SelfServe14DayTrialsforAddOns -5.png
  • Click on Purchase Now.
    SelfServe14DayTrialsforAddOns -6.png
  • Click on Go to Plan Details. The user will be re-directed to the Settings -> Subscription -> Current Plan page to complete the purchase. 
    SelfServe14DayTrialsforAddOns -4.png

View the Current Plan Details

To view the current plan details, navigate to Settings -> Subscription -> Current Plan.

SelfServe14DayTrialsforAddOns -3.png

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