Automating Trial Enrollments
Apiculus automation policies support defining trial-specific triggers and actions. These can be used to create rich scenarios such as auto enrollments on signup, ramped-up trials, marketing email sequences or even used in conjunction with KYC and dunning triggers.
note
Automation policies must be of type Trial to have all trial triggers available.
Supported triggers (available only for automation policies of type Trial):
- Account creation - Self-signup or admin-assisted
- Account trial enrollment start date - Before, on or after
- Account trial enrollment end date - Before, on or after
- Subscription trial enrollment start date - Before, on or after
- Subscription trial enrollment end date - Before, on or after
- Expiry of selected trial programme - Upon expiry of the chosen trial programme
Supported actions (available for any automation policy type):
- Enroll into account trial - enrollment into a specified account trial
Sample Trial Automations
The table below describes some common scenarios that can be addressed using trial automation on Apiculus.
| Scenario | Trigger | Action |
|---|---|---|
| Automatically enroll all self-service accounts in the 'default trial programme' | On self-service account signup | Enroll into trial programme - 'default trial programme' |
| Ramp up from 'trial30' (duration 30 days; 100% benefit) to 'trial15' (duration 15 days; 50% benefit) | On expiry of selected trial programme - 'trial30' | Enroll into trial programme - 'trial15' |
| Send automated trial expiry reminder email 2 days before any trial programme ends | Account trial expiry with value '-3' | Notify via email |