Setting Up a Trial Plan

This is a detailed guide on how to setup a Trial Plan for your customer

What is a Trial Plan?

A Trial Plan allows partners to give new customers temporary access to the platform so they can try out its features before choosing a paid plan. It is fully customizable, meaning partners can set how long the trial lasts, how many messages and conversations the user can have, and how many team members they can add. This helps partners provide a controlled experience where customers can explore the product and understand its value. The goal of the trial plan is to make it easier for customers to get started and increase the chances of converting them into paying users.

Benefits of Trial Plan

The benefits of the Trial Plans are as follows:

  • Improved User Onboarding: Allows new users to explore the platform risk-free, helping them understand core features and workflows.

  • Higher Conversion Rates: Increases the likelihood of converting trial users into paying customers by demonstrating value early.

  • Customizable Access Control: Partners can tailor trial duration, message limits, conversation caps, and team member access to fit business goals.

Steps to set up a Trial Plan

  1. Log into your Agency Panel, and go to Customer Plans.

  2. Click on "Create Plan" to create a new plan

Create a plan Screen

  1. Now, go to "Plan Basics" to start creating a trial plan. Click on "Plan Basics".

  2. Create a plan as desired, the details for which are present HERE in the help documentation. In the last part of the Plans Card, turn the "Enable Trial" toggle ON.

Enable Trial Toggle

  1. Enter the duration of the Trial Plan you want to give to the customer. We recommend 15 days, but this can be set up howsoever the user wants.

The features and integrations that will be offered will be the same for the trial plan as the main plan that is created. For more details on configuring the features and integrations, click HERE.

  1. Click on "Feature Restrictions", and set up the restrictions or limits given to the user in the trial plan.

Feature Restrictions

  • Messages: Set a cap on the total number of messages a user can send or receive during the trial.

  • WhatsApp Conversations: Specify the number of WhatsApp-based conversations allowed, ensuring alignment with messaging policies.

  • Team Members: Define how many team members the trial user is permitted to add to their workspace.

  • Maximum Integrations: Limit the number of third-party integrations (e.g., CRM, analytics tools) that can be connected under the trial.

  • Total Bots: Determine the total number of bots available within the plan. Bots can be distributed across supported platforms (e.g., Website, WhatsApp, Telegram, Facebook, Microsoft Teams), as long as the total matches the allowed quota. For example:

    • 2 Website bots

    • 2 WhatsApp bots

    • 1 Microsoft Teams bot

    • 3 Telegram bots

    • 2 Facebook bots Total = 10 Bots

  • Retention Period: Set the duration (in days) for which user chat data will be retained in the inbox. After this period (e.g., 30 days), chats will be automatically purged to maintain data hygiene and comply with privacy best practices.

  1. Once satisfied with the plan, the user can click on "Create Plan" to create the plan.

Save Plan by Clicking "Create Plan"

  1. Next, proceed to the "Configuration" section of the Customer Plans tab.

Configuration Section

  1. Scroll down to the "Trial Plan Configuration".

  2. Here, the business admin can choose how the trials plans will be accessed, as well as how the customers using the trial plans will flow post completion of their trial duration.

  3. The options offered are as follows:

    1. Trial behavior After Sign Up: This lets the admin choose how the how the user will be offered the trial plan.

      1. Assign Trial of User Trial Plan: The user will automatically be assigned the trial version of their chosen plan.

      2. No, Do Not Enable: The user will NOT be given the option to enable the trial plan.

      3. Let The Customer Choose: User is given the option to choose a trial plan, or go straight to the paid plan.

    2. No. of Trial per Customer: Defines how many trial plans a customer can have.

    3. Behavior After Trial Expires:

      1. Move to Default Plan: Move the Customer Back to their default plan

      2. Freeze Account and Ask Customer to Upgrade or Reactivate Trial: Free the customer Account, and asks them to upgrade. The freezed customer can be reactivated using the Customers tab.

Setting up "Trial behavior after sign-up"
Behavior After Trial Expires.

  1. Click on "Update" to update the settings.

And we're done! You have successfully added a Trial to a Plan!

FAQ's

Can the trial be added to any ongoing plan?

No, the trial plan can only be added and edited during the creation of the plan. Post creation, the editing of the same will not be possible.

Where are the conversations and messages for the plan trial come from?

The conversations and messages will come from the Agency's account. It is hence recommend that the number of allotted messages and conversations be proved as per the availability of messages and conversations of the agency.

Can the conversations and messages for the trial plan be refunded?

No, the messages and conversations will not be refunded to the Agency Panel in any case.

How can we unfreeze a customer that has finished their trial plan?

The process of unfreezing a customer can be done using the Customer's Tab.

When is a user shown the trial plan?

The time at which the user is shown the plan is depended on the Agency, as it will be configured under the "Trial Plan Configuration" section of the Customer Plans.

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