Free trial without providing CC information

alexei.selivanov's Avatar

alexei.selivanov

15 Jul, 2010 06:02 PM

How can I allow users to get a free trial without providing a credit card information? It's a bit annoying to provide this information if the user don't liked a service and don't want to use it after the trial period.

  1. Support Staff 1 Posted by Marc Guyer on 15 Jul, 2010 06:21 PM

    Marc Guyer's Avatar

    Credit card is not required for a "free" plan. More info about free plans here:

    http://support.cheddargetter.com/faqs/pricing-plans/free-pricing-plans

  2. Marc Guyer closed this discussion on 15 Jul, 2010 06:21 PM.

  3. alexei.selivanov re-opened this discussion on 15 Jul, 2010 06:35 PM

  4. 2 Posted by alexei.selivano... on 15 Jul, 2010 06:35 PM

    alexei.selivanov's Avatar

    But I want to leverage paid plan to remind user to subscribe to a free trial and for a transparency that a user who has a paid plan is given appropriate functionality in our system.

  5. Support Staff 3 Posted by Marc Guyer on 15 Jul, 2010 06:48 PM

    Marc Guyer's Avatar

    You can have the same or similar functionality settings for the free plan, then when they enter their credit card, you switch them to the paid plan.

    You can use the email notifications system to remind customers that they need to enter their credit card to continue using the service. A free plan still has a recurring invoice, it's for zero dollars but it still happens. So, you can use the payment receipt email (when it's for the free trial plan) to notify customers on the free trial plan that it's time to enter their credit card.

    You can also use the transaction post hook to notify your application that the free trial for the customer has ended if necessary in order to change their account when the trial ends.

    In short, there are lots of options here. If you have more questions, I'd be happy to help.

  6. Marc Guyer closed this discussion on 15 Jul, 2010 06:48 PM.

  7. alexei.selivanov re-opened this discussion on 15 Jul, 2010 07:44 PM

  8. 4 Posted by alexei.selivano... on 15 Jul, 2010 07:44 PM

    alexei.selivanov's Avatar

    What steps I need to do? I have two plans: free and standard. How can I use the notifications system where the user is on a free plan and using a free trial?

  9. Support Staff 5 Posted by Marc Guyer on 15 Jul, 2010 08:02 PM

    Marc Guyer's Avatar

    Have you looked at the notification system?

    https://cheddargetter.com/admin/emails

    Check out the syntax reference on the template editor. You can customize each template using the Smarty engine.

  10. 6 Posted by alexei.selivano... on 16 Jul, 2010 09:43 AM

    alexei.selivanov's Avatar

    I don't want to rely on transaction hooks because my service can be
    unavailable for CheddarGetter. Are they queued or held until delivery?

    I looked at the notifications system section but I didn't get how to implement what I need. Imaging the following scenario.

    A user signs up for a free plan. He has limited functions then (guest
    functions, not a member functions). He can activate a free trial at any
    moment. The trial lasts two weeks. For this period user has all member
    features. After 2 weeks minus 1 day notification email is sent to the user
    and offers to submit membership. The user can now upgrade to the
    member account providing CC information or the trial will be canceled.
    The user can use free trial only once.

    How this scenario can be implemented?

  11. Support Staff 7 Posted by Marc Guyer on 16 Jul, 2010 09:06 PM

    Marc Guyer's Avatar

    It's not absolutely necessary to use the transaction post hook. You can track the two weeks on your side.

  12. Marc Guyer closed this discussion on 16 Jul, 2010 09:06 PM.

  13. alexei.selivanov re-opened this discussion on 17 Jul, 2010 08:04 AM

  14. 8 Posted by alexei.selivano... on 17 Jul, 2010 08:04 AM

    alexei.selivanov's Avatar

    Can you explain how my scenario can be implemented? And can I use
    different email templates for different pricing plans?

  15. Support Staff 9 Posted by Marc Guyer on 17 Jul, 2010 01:41 PM

    Marc Guyer's Avatar

    Certainly. You can leverage the Smarty engine. Documentation for that here:

    http://www.smarty.net/docs.php

    The embedded variables available to you in the templates are listed under the Syntax Reference here:

    https://cheddargetter.com/admin/emails

    The plan information (including whether or not the plans is "free") is available in the template as embedded variables. You could write a conditional in the template to cause it to display different information for different plans (free vs paid, for example). In other words, the same template for each notification type is used for every plan. You may use logic within the template to display information according to which plan the customer is currently subscribed to.

  16. Marc Guyer closed this discussion on 17 Jul, 2010 01:41 PM.

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