Trials

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

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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

Written by Steve Saldana
Updated over a week ago

Dashboard

Trial Dashboard

How to understand your trial dashboard

Written by Renee
Updated over a week ago

Members

Adding New Trial Members Manually

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.

Written by Renee
Updated over a week ago

Options

Adding Trial Options

How to set up Trial Options for your members to register into.

Written by Kayleona Lucero
Updated over a week ago

Manage Trial Options

Edit, manage members, and more.

Written by Kayleona Lucero
Updated over a week ago

Settings

Status

Learn how to set up trial status - and add your own trial statuses!

Written by Renee
Updated over a week ago

Taxes and Processing Fees

Set the global tax and processing fees for Trials

Written by Renee
Updated over a week ago

Lead Source

Lead source fields

Written by Renee
Updated over a week ago