CloudSubscription Trials: Features & Management-Cloudcockpit

Introduction

In this article, we'll dive deep into trials, examining their features, available products, subscription creation, conversion options, and more. This knowledge will enable you to guide your customers effectively.

In the new commerce experience, free trials are available for specific seat-based offers. These trials grant access to 25 licenses for precisely 30 days. By default, trials automatically convert into paid subscriptions for the same product with a 1-year term.

Manual conversion options are also available, allowing you to choose between a 1-month or 1-year term. It's crucial to manage auto-renewal settings to control trial conversion.

Creating a Trial Subscription

Trial subscriptions are created similarly to other seat-based offers in the new commerce experience. However, trial terms (30 days) and license numbers (25) are fixed. While trial subscriptions cannot be cancelled or suspended, you have the option to disable auto-renewal at any time during the 30 days.

No alerts are provided at trial expiration; instead, trial subscriptions enter an "Expired" state where users retain access for 30 days.

Automatic Trial Conversion with Default Options

If auto-renewal is left enabled on a trial subscription, it will automatically convert to a paid subscription at the end of the 30-day term. This conversion maintains various attributes, such as subscription ID, offer type, term, billing, price, auto-renewal status, end date, and the number of licenses.

Converted subscriptions follow the same rules as new subscriptions.

When a trial automatically converts to a paid subscription, it behaves like a new subscription, and in the first 168 hours the number of licenses can be reduced, or the entire subscription may be cancelled.

Automatic Trial Conversion with Customized Options

For more control, you can customize the trial conversion options while it's still in the 30-day period. You can schedule changes for different products, license numbers, terms, billing frequencies, and end date alignment.

These options provide flexibility in tailoring the subscription to your customer's needs.

Instead of waiting for the trial period to end, you can manually convert a trial to a paid subscription at any time. This is known as an immediate conversion. This option allows you to specify the same or a higher number of licenses but not a lower number.

Conclusion

Understanding trials and their conversion options is essential for effectively guiding customers in choosing the appropriate subscription path. It can greatly contribute to upselling and expanding your customer base, but it can also pose the risk of incurring unnecessary costs.

It is crucial to consider that auto-renewal is enabled and to closely monitor the trial period to make informed decisions in a timely manner.

How can Cloudcockpit help you?

Effortless Trial Management:

With Cloudcockpit, you'll never have to worry about disabling auto-renewal in trial subscriptions manually. Our platform streamlines the process by generating a follow-up order that takes care of it for you, ensuring you don't inadvertently incur unnecessary costs.

Timely Renewal Insights:

Cloudcockpit's intuitive dashboard on the principal page provides a clear view of upcoming renewals for the next 60 days. This feature ensures you never miss the opportune moment to take the appropriate action, enabling seamless subscription management.

Effective Team Communication:

Cloudcockpit offers email notifications on a daily, weekly, or monthly basis, keeping your entire team informed about upcoming renewals and trial expirations. This proactive approach enhances collaboration and ensures that crucial subscription decisions are made promptly.