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Free Trial Account

This tutorial teaches you how to create a Free Trial Account.

How To Create A Free Trial Account

Objective

This is a step-by-step guide to setting up and giving away free or trial accounts using an opt-in form and automation process.

Step 1: Create a Free Trial Package

  • Go to the Packages section and create a new package named Free Trial.

  • Set any details such as including 50 credits or other features for the trial.

  • Skip creating a package in Stripe and simply save the free trial package.

Step 2: Generate Webhook Link

  • After creating the free trial package, click on Get Link to open the JSON text system.

  • Copy the webhook URL for use later in the automation process.

Step 3: Set Up Opt-in Form

  • Navigate to your page builder (e.g., Go High Level) and go to the Forms section.

  • Create a new form named Free Trial Opt-in Form.

  • Include first name, last name, and email fields in the form. Remove unnecessary fields.

  • Save the form after editing.

Step 4: Create Automation Workflow

  • Go to Automations and create a new workflow.

  • Set the trigger to activate when the Free Trial Opt-in Form is submitted.

  • Add the action as a webhook to send the data to the leads program.

Step 5: Insert Webhook URL

Paste the webhook URL copied earlier into the URL field in the automation.

Step 6: Map Form Data to Webhook


Map the data fields in the form to match the webhook requirements:

  • First Name: first_name

  • Last Name: last_name

  • Email: email

Step 7: Add Expiration Field

  • Include an additional field for expires_in to set the trial duration (e.g., 14 days).

  • Enter the value 14 to ensure the trial lasts for 14 days.

Step 8: Insert Verification Key

  • Paste the verification key specific to the free trial package into the webhook setup.

  • This key is necessary for license creation for that specific package.

Step 9: Activate Automation Workflow

Save and activate the automation workflow. Ensure the process is turned on for real-time license creation.

Step 10: Test the Opt-in Form

  • Test the opt-in form by submitting a dummy entry with a first name, last name, and email.

  • Ensure the submission triggers the creation of a free trial license.

Step 11: Check License Creation

  • Go to your Subscriptions section and verify that the free trial license has been created for the submitted user.

  • The license should show the expiration date (e.g., 14 days) and relevant details.

Step 12: Share Opt-in Form

  • Share the opt-in form through various channels such as a web page, Facebook ads, or QR codes.

  • Each submission will automatically create a free trial license for new users.