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free trial product setup


festr

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Hi,

 

After the user register in whmcs and wants to order product I want to offer free trial. This free trial should be possible to order only one time without possibility to order new trial. The trial can be upgraded. I can do all of this but I cannot figure out how to limit the order to only one trial - if it is even possible.

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How are you offering a free trials currently?

 

One common method is to offer free trials with a 100% first month discount. If you're using that method, you can select "New Signups Only: Apply to new signups only (must have no previous active orders)" to enforce this.

 

I've seen this module also: https://clients.no-half-pixels.com/free-trials - Might be worth contacting the developer to see if this would be possible with their software.

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This 100% discount method is applied automatically or the customer have to enter the promotion code?

 

example - lets say we have two products - 10 channels license and 20 channels license. Now some new customer wants to try the solution - so he register in whmcs and will choose free trial. after the trial ends, he must not be able to order new trial. this is preventing me to create product named free trial, because he can order new trial although he can upgrade the trial to 10 or 20 channels.

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The free trial promotion can be applied automatically. So you would have the same packages, but give 100% off the first month (equaling to a 1 month free trial) and as the coupon can only be used by new signups, people can't create multiple free trials under a single account.

 

To apply the discount code automatically you would use something like: cart.php?promocode=freetrial replacing 'freetrial' with the actual coupon you create.

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He must click a link, yes. Shouldn't be an issue you can create a single page which lists both your products and has the relevant order links such as:

 

cart.php?promocode=freetrial

cart.php?a=add&pid=1&promocode=freetrial

 

I think this is the easiest way to achieve a 1 month free trial + having it enabled only for new signups.

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thank you very much. I have tried it and it works. The only drawback is that the user might not understand that if he order 10 or 20 he has automatically 30 days trial which is matter of adding this information somehow to the process of ordering.

 

The best approach I would like to have is to have possibility to order free trial which is standalone product but it cannot be ordered multiple times - only once per customer. Is it possible to setup product which can be ordered only once?

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Without a custom module this is not possible out of the box.

 

How would the client not understand which product they're ordering? If that is the case need to make it more visible be it on the order pages of your website where you list the products to order. They will then be able to find it when logged in the client area under Services -> My Services.

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the thing is that the client do not know if he needs 10 or 20 channels license. so the standalone unlimited free trial makes sense. but I think I can use the promotion codes just fine adjusting templates / graphics so the user will know what he is ordering. Thank you again.

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I see. If you have a standalone product you can enable automatic termination after x days so people can't use the free product for lifetime (though I am not sure about limiting 1 order per client).

 

To do this, create a product and under the 'Pricing' tab tick 'Auto Terminate/Fixed Term'. You can then create and select an automated email which can tell clients they need to order one of the full packages.

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the product is related to license key. once they order free product, they receive license key valid for 1 month. so it does not matter if the product terminates. the key is be not able to order another free trial within the customer.

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In which case you are looking at a 3rd party module as I don't think WHMCS allows limiting 1 product per customer.

 

Easiest option I would say is to give free trial links with a 100% coupon for both products. Let your customers choose which one to opt for, if they buy 10 but need 20 they can upgrade. If they need 10 but ordered 20 they can downgrade after the trial.

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In which case you are looking at a 3rd party module as I don't think WHMCS allows limiting 1 product per customer.

there is a free addon available from JetServer that limits the purchase of the same product once.

 

http://www.jetserver.net/whmcs-product-limiter

 

though I agree with Alex's suggestion as probably being the easiest way.

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  • 6 years later...

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