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Trials
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