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.
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.
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.
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.
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.