SarahK: /* Configure a Promotion Code */

2022-04-22T19:10:40Z

‎Configure a Promotion Code

SarahK: Created page with "Free Trial functionality is built into WHMCS. This will automatically terminate an account x days after ordering and send an email to the..."

2022-02-21T21:00:02Z

Created page with "Free Trial functionality is built into WHMCS. This will automatically terminate an account x days after ordering and send an email to the..."

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[[Products_and_Services#Pricing_Tab|Free Trial functionality]] is built into WHMCS. This will automatically terminate an account x days after ordering and send an email to the client.

To set up this promotion, you must configure the free trial product and then configure the promotion code.

== Configure a Free Trial Product ==

To configure a free trial product:

# Edit a product at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products_and_Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
# Choose the '''Pricing''' tab.
# Enter the length of your free trial in days in the '''Auto Terminate/Fixed Term''' text box.
# Select the email to send to clients when their free trial period ends and the account is terminated in the '''Termination Email''' menu.<div class="docs-alert-success">You can create a new email template for free trials at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Email Templates]]''' or, prior to WHMCS 8.0, '''Setup > Email Templates'''.</div>

== Configure a Promotion Code ==

You can configure promotion codes in many different ways to work with free trials. This allows you to offer a free trial while still obtaining client details for security and fraud checks.

For example, to set up a <tt>freetrial</tt> code for a free one-month trial:

# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''.
# Click "Add New"
# Enter the promotion code <tt>freetrial</tt>.
# Change the value to <tt>100.00</tt>.
# Select ''Monthly''.
# Set the remaining settings according to the specifics of your promotion.
# Click '''Create Promotion'''.

Clients can either enter the promotion code during checkout or use one of the following links to apply the free trial automatically:

http://example.com/whmcs/cart.php?promocode=freetrial

<div class="docs-alert-info">If you do not want to collect a client's payment details for a free trial, set the '''Payment Type''' value to ''Free'' under the product's '''[[Products_and_Services#Pricing_Tab|Pricing]]''' tab instead.</div>

@@ Line 18: / Line 18: @@
 For example, to set up a <tt>freetrial</tt> code for a free one-month trial:
-# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''.
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Promotions]]''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''.
 # Click "Add New"
 # Enter the promotion code <tt>freetrial</tt>.

Free Trials - Revision history

SarahK: /* Configure a Promotion Code */

SarahK: Created page with "Free Trial functionality is built into WHMCS. This will automatically terminate an account x days after ordering and send an email to the..."