Trial Product Configuration


Starting with version 1.3.1.15 of the Subscribe Pro extension, Sandbox and Enterprise accounts are able to use the Trial Product Subscription feature.

Configuring a Trial Product

To set up a trial product, you first need two products in Magento, both of which must have the subscription setting enabled. One should be the product the customer receives for the trial period, and the other should be the product the customer receives after the trial period ends.

Products List

When you click the Edit icon under the Actions column, you will see a Product Trial Settings tab. When you click on that, you will be presented with some additional settings.

Trial Product Settings

Enable Trial Product

To mark the current product as a trial product, click on the checkbox next to "Enable Trial Product / Subscription Feature for this Product". Then, set the trial price and choose how long the trial will last. The trial length can be any of the intervals you have created in Subscribe Pro under System -> Subscription Intervals. The trial price will be used instead of the subscription product price.

Next, select the full product, to which the trial subscription will convert once the Trial Length / Interval is over.

NOTE: Once the trial converts to a full subscription, it will use the default interval set for that particular subscription from Manage > Subscription Products.

Trial Conversion Notification Email

Finally, you can optionally set the email templates and schedule for the customer to be notified.

NOTE: If no email template is selected for the Welcome Email Template such as a custom trialwelcome email, then the subscriptioncreated email will automatically be sent out.

If a sample_trial_conversion email is scheduled for 2 days ahead of when the trial converts to a full subscription, it will be sent around the approximate time that is set for it under System > Configuration > Email Settings tab > Trial Conversion Email Setting > Send At Time of Day.

NOTE: The sample_trial_conversion email may go out once or multiple times throughout the day, after the time that is set in Send At Time of Day.

Trial Conversion Notification Email

Email templates can be created and modified in the platform under System -> Email Templates.

trial_welcome

{% block subject -%}
New Trial Subscription Created
{%- endblock %}
{% block body -%}
<body style="background:#F6F6F6; font-family:Verdana, Arial, Helvetica, sans-serif; font-size:12px; margin:0; padding:0;">
    <div style="background:#F6F6F6; font-family:Verdana, Arial, Helvetica, sans-serif; font-size:12px; margin:0; padding:0;">
        <table width="650"  style="border:1px solid #E0E0E0;" border="0" cellspacing="0" cellpadding="0" bgcolor="#FFFFFF" align="center">
            <tr>
                <td><table width="100%" border="0" cellspacing="0" cellpadding="0">
                    <tr>
                        <td width="10">&nbsp;</td>
                        <td width="630" style="float:left;" cellpadding="0">
                            <a href="{{ magentoFrontendUrl }}"><img src="{{ storeLogoUrl }}" alt="{{ storeName }}"  border="0" style="margin-top:5px;margin-bottom:5px;" /></a>
                        </td>
                    </tr>
                    <tr>
                        <td width="10">&nbsp;</td>
                        <td width="650">
                            <table width="100%" border="0" cellspacing="0" cellpadding="0">
                                <tr>
                                    <td height="30"><img src="{{ templateImagesUrl }}/header_line_grey.jpg" width="650" height="30" border="0" alt=""/></td>
                                </tr>
                            </table></td>
                    </tr>
                </table>
                </td>
            </tr>
            <tr>
                <td>
                    <table bgcolor="#FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650">
                        <tr>
                            <td valign="top">
                                <h1 style="font-size:22px; font-weight:normal; line-height:22px; margin:0 0 11px 0;">Welcome to your new subscription</h1>
                                <span style="font-size:14px;">
                                    <p>   Hi {{ fullName }},<br/>
                                    <br/>
                                    Just wanted to give you a quick heads up that you have created a new trial subscription.  Your trial shipment is on its way.<br/>
                                    Your first regular shipment will ship on <em>{{ subscriptionNextOrderDate|date('M d, Y') }}</em>.<br/>
                                    You can review or change it by <a href="{{ magentoFrontendUrl }}/subscriptions/mysubscriptions/">logging into your account</a>.
                                    <br/> <br/>
                                    If you have any questions about your subscription please contact us at <a href="mailto:{{ customerServiceEmail }}" style="color:#1E7EC8;">{{ customerServiceEmail }}</a> or call us at <span class="nobr">{{ customerServicePhone }}</span>. <br/>
                                    <br/>
                                    Here are a few details on the subscription that will ship shortly:<br/><br/>
                                    Next order ships on: <em>{{ subscriptionNextOrderDate|date('M d, Y') }}</em><br/>
                                    Your subscription ships every: <em>{{ subscriptionInterval }}</em><br/>
                                    {% if subscriptionCouponCode != '' %}Coupon Code applied to your subscription:  <em>{{ subscriptionCouponCode }}</em>{% endif %}
                                    <br/>
                                    </p>
                                </span>
                            </td>
                        </tr>
                        <tr>
                            <td>
                                <table cellspacing="0" cellpadding="0" border="0" width="650">
                                    <thead>
                                        <tr>
                                            <th align="left" width="650" bgcolor="#EAEAEA" style="font-size:15px; padding:5px 9px 6px 9px; line-height:1em;">Products Included in Your Subscription </th>
                                        </tr>
                                    </thead>
                                    <tbody>
                                        <tr>
                                            <td valign="top" style="font-size:12px; padding:7px 9px 9px 9px; border-left:1px solid #EAEAEA; border-bottom:1px solid #EAEAEA; border-right:1px solid #EAEAEA;">
                                            <ul style="list-style:none;">
                                                {% for item in subscriptionProducts%}
                                                <li style="margin-bottom:10px;">
                                                    <strong>{{ item.productName }}</strong><br/>
                                                    SKU: {{ item.productSku }}<br/>
                                                    Quantity: {{ item.qty }}<br/>
                                                    Prices: \${{ item.price }}<br/>
                                                    Discount: {{ item.discountText }}<br/>
                                                </li>
                                                {% endfor %}
                                            </ul>
                                            </td>
                                        </tr>
                                    </tbody>
                                </table>
                                <br/>
                            </td>
                        </tr>
                        <tr>
                            <td align="center" style="text-align:center;">
                                <table cellspacing="0" cellpadding="0" border="0" width="650" style="margin-bottom:10px;">
                                    <tr>
                                        <td valign="top" style="border-bottom:2px dotted #c6c6c6;">
                                        </td>
                                    </tr>
                                </table>
                                <center><p style="font-size:12px; margin:0;color:#c6c6c6;">Thank you, <strong><a href="{{ magentoFrontendUrl }}">{{ storeName }}</a></strong></p></center>
                            </td>
                        </tr>
                    </table>
                </td>
            </tr>
        </table>
    </div>
</body>
{%- endblock %}

sampletrialconversion

{% block subject -%}
Your Trial Subscription Will Be Renewed Soon
{%- endblock %}
{% block body -%}
<body style="background:#F6F6F6; font-family:Verdana, Arial, Helvetica, sans-serif; font-size:12px; margin:0; padding:0;">
    <div style="background:#F6F6F6; font-family:Verdana, Arial, Helvetica, sans-serif; font-size:12px; margin:0; padding:0;">
        <table width="650"  style="border:1px solid #E0E0E0;" border="0" cellspacing="0" cellpadding="0" bgcolor="#FFFFFF" align="center">
            <tr>
                <td><table width="100%" border="0" cellspacing="0" cellpadding="0">
                    <tr>
                        <td width="10">&nbsp;</td>
                        <td width="630" style="float:left;" cellpadding="0">
                            <a href="{{ magentoFrontendUrl }}"><img src="{{ storeLogoUrl }}" alt="{{ storeName }}"  border="0" style="margin-top:5px;margin-bottom:5px;" /></a>
                        </td>
                    </tr>
                    <tr>
                        <td width="10">&nbsp;</td>
                        <td width="650">
                            <table width="100%" border="0" cellspacing="0" cellpadding="0">
                                <tr>
                                    <td height="30"><img src="{{ templateImagesUrl }}/header_line_grey.jpg" width="650" height="30" border="0" alt=""/></td>
                                </tr>
                            </table></td>
                    </tr>
                </table>
                </td>
            </tr>
            <tr>
                <td>
                    <table bgcolor="#FFFFFF" cellspacing="0" cellpadding="10" border="0" width="650">
                        <tr>
                            <td valign="top">
                                <h1 style="font-size:22px; font-weight:normal; line-height:22px; margin:0 0 11px 0;">Your Trial Subscription Will Convert to a Paid Subscription Soon</h1>
                                <span style="font-size:14px;">
                                    <p>   Hi {{ fullName }},<br/>
                                    <br/>
                                    Just wanted to give you a quick heads up that your trial subscription is going to convert to a paid subscription on <em>{{ subscriptionNextOrderDate|date('M d, Y') }}</em>.  You can review or change it by <a href="{{ magentoFrontendUrl }}/subscriptions/mysubscriptions/">logging into your account</a>.
                                    <br/> <br/>
                                    If you have any questions about your subscription please contact us at <a href="mailto:{{ customerServiceEmail }}" style="color:#1E7EC8;">{{ customerServiceEmail }}</a> or call us at <span class="nobr">{{ customerServicePhone }}</span>. <br/>
                                    <br/>
                                    Here are a few details on the subscription that will ship shortly:<br/><br/>
                                    Next order ships on: <em>{{ subscriptionNextOrderDate|date('M d, Y') }}</em><br/>
                                    Your subscription ships every: <em>{{ subscriptionInterval }}</em><br/>
                                    {% if subscriptionCouponCode != '' %}Coupon Code applied to your subscription:  <em>{{ subscriptionCouponCode }}</em>{% endif %}
                                    <br/>
                                    </p>
                                </span>
                            </td>
                        </tr>
                        <tr>
                            <td>
                                <table cellspacing="0" cellpadding="0" border="0" width="650">
                                    <thead>
                                        <tr>
                                            <th align="left" width="650" bgcolor="#EAEAEA" style="font-size:15px; padding:5px 9px 6px 9px; line-height:1em;">Products Included in Your Subscription </th>
                                        </tr>
                                    </thead>
                                    <tbody>
                                        <tr>
                                            <td valign="top" style="font-size:12px; padding:7px 9px 9px 9px; border-left:1px solid #EAEAEA; border-bottom:1px solid #EAEAEA; border-right:1px solid #EAEAEA;">
                                            <ul style="list-style:none;">
                                                {% for item in subscriptionProducts%}
                                                <li style="margin-bottom:10px;">
                                                    <strong>{{ item.productName }}</strong><br/>
                                                    SKU: {{ item.productSku }}<br/>
                                                    Quantity: {{ item.qty }}<br/>
                                                    Prices: ${{ item.price }}<br/>
                                                    Discount: {{ item.discountText }}<br/>
                                                </li>
                                                {% endfor %}
                                            </ul>
                                            </td>
                                        </tr>
                                    </tbody>
                                </table>
                                <br/>
                            </td>
                        </tr>
                        <tr>
                            <td align="center" style="text-align:center;">
                                <table cellspacing="0" cellpadding="0" border="0" width="650" style="margin-bottom:10px;">
                                    <tr>
                                        <td valign="top" style="border-bottom:2px dotted #c6c6c6;">
                                        </td>
                                    </tr>
                                </table>
                                <center><p style="font-size:12px; margin:0;color:#c6c6c6;">Thank you, <strong><a href="{{ magentoFrontendUrl }}">{{ storeName }}</a></strong></p></center>
                            </td>
                        </tr>
                    </table>
                </td>
            </tr>
        </table>
    </div>
</body>
{%- endblock %}

Updating a Trial Product

When a subscription product is set up as a trial product, the product details page will change to show details about the trial. The customer will not be able to select one-time delivery, and the trial price will be shown with the interval selection. The interval selection will apply to the converted product that will be subscribed to after the trial ends. The trial will last the amount of time selected in the Subscribe Pro platform. When the trial product is added to the cart, the Trial Price will be used instead of the product's original price.

Trial Product PDP

Trial Product Cart

When a subscription has been created, the trial information will show on the My Product Subscriptions page. After the trial ends, the converted product information will be used instead.

Trial Product Pre-Conversion Trial Product Post-Conversion

In the platform, once the subscription converts from the trial product to the full product, an entry is added to the subscription's Show History tab.

Trial Product Cart