Egnyte enables its customers to explore and start a trial of higher-tier plans directly from within the product as part of its in-product self-serve capabilities.
The Explore Plans page builds on the existing self-serve trial add-ons feature by enabling customers to discover, compare, and trial features from higher plans on their current domain before committing.
With this, customers can try premium features, decide on upgrades at their own pace, and start using advanced capabilities immediately without waiting for sales approvals.
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Access Explore Plans Page
Plan Cards
Starting a Trial
Cancel a Trial
Access Explore Plans Page
Navigate to Settings -> Subscription -> Explore Plans.
The Explore Plans page will open displaying the category containing the recommended plan for the domain.
If a domain has multiple relevant categories, they are displayed as tabs, each containing its respective plan cards.
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Plan Cards
Each plan card comprises of the following:
- Name of the plan
- Pricing (if applicable) or Custom Pricing for enterprise or top-tier plans
- Try Features in this Plan for eligible trials or Contact Sales for sales-assisted plans
- List of key features included within the plan
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Starting a Trial
- Navigate to Settings -> Subscription -> Explore Plans.
- Browse through the different options available and click on Try Features in This Plan for the desired plan.
- The trial will be available to all the users in the domain and will run for 14 days. Click on Enable Features to confirm.
The trial will begin and a notification will appear.
The selected plan will display the number of days left on trial and the option to cancel the trial will appear as well.
-The trial begins as soon as the admin confirms the feature enablement for a specific plan. It runs for 15 days by default, during which all associated features are available at no cost
-A domain cannot have more than one active plan trial at the same time
-A domain cannot trial a plan if it is already trialing an add-on
-Only higher-tier plans than the current plan are eligible for self-serve trial
-Enterprise or Ultimate, regulated industry plans (Gov, GxP) require sales engagement
-A domain cannot self-serve trial the same plan more than once
-MEM domains are not eligible for self-serve plan trials
-Users can hover over the badge displaying the number of days left in the trial and click on ‘View Trial Features’ to view the features associated with the trial plan. The details open in a popup.
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Cancel a Trial
- Navigate to Settings -> Subscription -> Explore Plans
- Click on the Cancel Trial option on the plan card currently on trial.
- Click on Cancel Trial to confirm cancellation.
The trial will be cancelled and a notification will appear confirming the cancellation.
The cancelled trial plan will have Trial has ended badge added. The users will then be able to try features on other plans available.
Customers can cancel the trial at any time.