Trials are created when a customer purchases a product that has a trial period associated with it. The duration specified in the product settings determines the expiration date of a trial. A trial is automatically expired by the RevCent system based on the trials' expiration date.
View all trials by clicking Revenue > Trials in the sidebar or go to https://revcent.com/user/trials
View trial details by searching for the trial in the top navigation search box, or clicking on the trial ID when viewing all trials.
The trial details page will display all related entities of the trial, i.e. sale, product, etc. If a trial is currently active you have the ability to modify the trial. Once a trial has expired, or been cancelled, modifications are not possible.
You can extend the specific trials' duration by clicking the Expire button. Enter the number of days to extend the trial relative to its current expiration date.
You can shorten the specific trials' duration by clicking the Shorten button. Enter the number of days to shorten the trial relative to its current expiration date.
You can manually expire a trial by clicking the Expire button. The trial will be expired immediately and charge the customer any amounts associated with the trial. The RevCent system will automatically expire a trial based on its expiration date, so manual expiration should only be used if you want to expire a trial earlier than its current expiration date.
You have the option to cancel a trial by clicking the Cancel button. Once you have cancelled a trial, any related entities will also be cancelled/voided. This cannot be undone.
The trial bulk editor allows you to mass modify trials based on filters and attributes. This is a very powerful tool, and if misconfigured can cause your trials to be negatively affected.
Trials which have an attached subscription will have their respective subscription modified when shortening, extending or setting the trial expiration date. For example, if you extend the expiration date of a trial, the subscription will start date also be extended. Same for shortening and setting a specific trial expiration date. Note: Setting a forced gateway for a trial will not affect an attached subscription.
Important: Always review the actions for any segment you are editing before confirming changes. Once changes are submitted they can't be undone. You have the option to limit the number of trials you are modifying when confirming actions. You may want to test actions and view the outcomes on one or two trials before applying them to all.
When loading the trials you have the option to segment filtered trials. Segmenting is useful when you only want to update a subset of trials based on specific attributes.
Each segment has its own actions, which you add to the segment. The actions are the actual modifications that will take place for trials within the specific segment.
There are two different types of gateway segments that can be assigned to a trial. If a trial does not have a forced or preferred gateway, then the gateway to process the trial is determined by the payment profile. Read how RevCent determines the payment profile for trial expirations.
Certain caveats exist when bulk editing subscriptions.
The global trial settings page gives advanced users the ability to globally control the payment profile and/or gateway that will process trial expirations. Global trial settings should not be enabled unless you know what you are doing. Most users should leave the global trial settings page alone.
Have the trial expire using the initial sales' successful transaction gateway regardless of cascade order. This setting will overwrite the order for a payment profile cascade, and will instead find the initial sale successful transaction gateway for the trial, if the gateway is in the cascade. If the gateway is in the cascade, is enabled and passes all rules in the cascade, it will be used for the step 1 transaction. Important: Requires the payment profile being used to expire the trial to have a Cascade source for Step 1 of the payment flow.
When processing a trial expiration, RevCent will use the payment profile of the subscription profile from an attached subscription, or use a payment profile from the initial sale that produced the trial. The subscription payment profile will take precedence over the initial sale payment profile if applicable.
In the trial settings page you have the ability to set a specific payment profile that will process all trial expirations, regardless of initial sale or subscription profile. Select a payment profile from the dropdown. Prefer gateway, if enabled, will also apply to a custom payment profile. This setting is optional.