Jump to content

Common Promotions Clarification


Recommended Posts

In-response to this article about Free Trials: https://docs.whmcs.com/Common_Promotions

Built-into WHMCS is the ability to "Auto Terminate/Fixed Term" a product.

My question pertains to the Workflow of this in-relation to a Product.  If the "Auto Terminate/Fixed Term" is enabled for a 30 Day Free Trial, how does the customer Continue their service and start paying?  Based on the contextual application, the "Auto Terminate/Fixed Term" will cancel the service, but it doesn't elaborate on if the customer may Continue-on with the initial service or are required to set up a New Paid Service on a Duplicate Product that requires payment.

 

Has anyone tried this?  How does it work?

 

If the result is the Latter (cancel and start-over), this would make the "Auto Terminate/Fixed Term" Free Trial a terrible function as the customer would need to re-create a service and the administrator would need to Delete the Trial hosting setup; that's more work for everyone.

 

IDEAL FLOW:  Service Product > Trial Enabled (no payment required) > Trial Term Expires > Email Sent to Customer > Customer Chooses to Continue & Enters Payment Information > Payment Received & Service Product Continues-on

PERCEIVED FLOW (based on context): Service Product 1 (Free Trial) / Service Product 2 (Paid version) > Trial Enabled > Trial Expires > Service Product 1 Cancelled (data is lost) > Customer Required to Re-Signup for Product 2 > Payment Received > Customer has to Start Over

 

Link to comment
Share on other sites

REALITY FLOW: Service Product > Trial Enabled (no payment required) > Trial Term Expires > Email Sent to Customer > Customer Chooses to Continue, Upgrades To Full Product & Enters Payment Information > Payment Received & Service Product Continues-on

so basically you have two identical products, your trial product and a duplicate that is recurring (e.g monthly/annual etc)... get them to upgrade before termination and the service should continue.

Link to comment
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

  • Recently Browsing   0 members

    • No registered users viewing this page.
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use & Guidelines and understand your posts will initially be pre-moderated