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Intro Offers / Trials FAQ's - Subscriptions

Erin avatar
Written by Erin
Updated yesterday

Intro Offers

Intro offers with subscriptions

Intro Offers are a great opportunity to let your customers try out your services.

When creating a subscription, just below the Duration Settings section you'll find the Intro Offer toggle. If you opt to use this, the subscription cannot be an auto-renewing subscription.

Pro tip: when a customer's intro offer is expiring, invite them to purchase a subscription or pack that gives access to those same services. You can even automate this messaging using Sequences to Target Intro Offer Customers.

Create an intro offer for a limited # of classes

In the example below we’ll create a intro offer that:

  • is a running promo

  • lasts one week

  • can only be purchased once per customer

  • offers a limited # of classes

To begin:

click Memberships > Subscriptions and Packs > Add new subscription

Give it a name > then, set a price (can be set to $0 if needed)

Then scroll to Duration Settings > choose Absolute Interval > put 7 days > toggle on 'Purchasable only once'

Toggle on 'this subscription is an intro offer'

Under Usage limit settings, toggle on 'this subscription has a usage limit' > put the number of class credits you'd like customers to receive

Choose what the intro offer can be used on > then click 'Create'

Click the back arrow up top to back out to the Index Page

Find your newly created promo in the subscription list > flip the toggle on to make it 'Featured at Checkout' for customers

To see what customers see at checkout, click 'Your page'

The promo will now be listed under your Purchase Options

Create an intro offer for unlimited classes

In the example below we’ll create a intro offer that:

  • is a running promo

  • lasts one week

  • can only be purchased once per customer

  • offers unlimited classes

To begin:

click Memberships > Subscriptions and Packs > Add new subscription

Give it a name > then, set a price (can be set to $0 if needed)

Then scroll to Duration Settings > choose Absolute Interval > put 7 days > toggle on 'Purchasable only once'

Toggle on 'this subscription is an intro offer'

Choose what the intro offer can be used on > then click 'Create'

Then click this arrow to back out to the Index Page

Find your newly created promo in the subscription list > flip the toggle on to make it 'Featured at Checkout' for customers

To see what customers see at checkout, click 'Your page'

The promo will now be listed under your Purchase Options

Trials

Free Trial Customizations for Subscriptions

You can allow customers to try out your subscriptions with a free or low priced trial of its benefits.

You'll have control over:

  • how long a subscription's free trial will last

  • plus the amount they pay (or don't pay) up front to try it

To do this, find an existing subscription:

Click Memberships > Subscriptions and Packs > Select a subscription > click Edit Details

Scroll past halfway down to Auto-renewal Settings > toggle on Auto-renewal settings> click Include Free Trial > Choose the duration > choose the price, if any

Customers viewing the membership purchase page will now see this messaging with the dollar figure you added.

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