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Trials

Trials

Learn how to create a trial option and manage trial members.

Steve Saldana avatar Kevin Cassidy avatar Renee avatar +1
9 articles in this collection
Written by Steve Saldana, Kevin Cassidy, Renee and 1 other

Trial Management System

Set up, manage and view key metrics for your trials program
Steve Saldana avatar
Written by Steve Saldana
Updated over a week ago
Dashboard

Trial Dashboard

How to understand your trial dashboard
Renee avatar
Written by Renee
Updated over a week ago
Members

Adding New Trial Members Manually

Kevin Cassidy avatar
Written by Kevin Cassidy
Updated over a week ago

Change Trial Members Status

Learn what to do when a Trial Member is finished with a trial and how to change their status.
Renee avatar
Written by Renee
Updated over a week ago
Options

Adding Trial Options

How to set up Trial Options for your members to register into.
Kayleona Lucero avatar
Written by Kayleona Lucero
Updated over a week ago

Manage Trial Options

Edit, manage members, and more.
Kayleona Lucero avatar
Written by Kayleona Lucero
Updated over a week ago
Settings

Status

Learn how to set up trial status - and add your own trial statuses!
Renee avatar
Written by Renee
Updated over a week ago

Taxes and Processing Fees

Set the global tax and processing fees for Trials
Renee avatar
Written by Renee
Updated over a week ago

Lead Source

Lead source fields
Renee avatar
Written by Renee
Updated over a week ago
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