Add Trials and Rollovers to a Plan

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Overview

You can offer customers:

A trial Master Plan or Supplemental Plan that is free for a specified period of time, and then automatically rolls over to a paid Plan.
A Master Plan that is free for a specified period of time, and then is automatically billed at a specified rate.
A Master Plan that is free for a specified period of time, and then features a discounted rate for a certain period of time, and then automatically rolls over to a different Plan that features a regular rate.

Note: If you are creating a free Plan that rolls over to a different paid Plan, you must first create the paid Plan, then create the free Plan.

Adding Trials and Rollovers to a Plan

Getting Here: Products > Plans > New
-or-
Getting Here: Products > Plans > select a Plan > Rollovers

Free Period: Specifies the duration that the Plan is offered for free. Aria does not bill the customer for the Plan until the free period has elapsed.
Plan Status: Specifies the status that the Plan has when a customer registers for this Plan. This must be a billable status for the customer to be billed after the trial period is over.
Period Until New Plan Status: Specifies the duration for which a customer is billed a discounted rate for the Plan.
Rollover Plan: Specifies the rollover Plan to which the customer rolls over once the free period ends.
Period Until New Rollover Plan: Specifies the amount of time until the customer transitions from a trial Plan to a paid Plan (Day, Week, Month, Quarter, Year)
Contract Completion Rollovers
- Rollover to a New Plan: Select a new Plan upon product rollover from this dialog.
- Rollover to a New Rate Schedule: Select a new Rate Schedule upon product rollover from this dialog.

Examples of Rollovers

There are many different scenarios in which rollovers can be applied in Aria. This section contains a few different scenarios and provides instructions for how to set up rollovers for each.

Create a Master Plan that is free for a period of time and is later billed at a specified rate.

Create a Master Plan that is billed at a rate of $50 a month. If you specify that the Plan is free for one month, Aria does not bill the subscribed customers for one month. After the month has gone by, subscribed customers are billed at a rate of $50 a month.

To create this rollover Plan setup, enter "1" and select "Month" in the Free Period section to assign how long the free period will last. Aria does not bill the customer for the Plan until the initial free period has elapsed.

Create a Master Plan that is free for a period of time, then rolls over to a different paid Plan.

You can create Plan A that is free for one month then rolls over to Plan B that costs $50 a month. You must first create Plan B with services billed at $50 a month, then create Plan A, which contains free services.

To create this rollover Plan setup, select the Plan Status to specify the status that a Plan has when a customer registers for the trial Plan.

Note: This must be a billable status for the customer to be billed after the trial period is over.

Select the Rollover Plan to specify the paid Plan to which the customer is upgraded to after the free trial period is over.
Enter "1" and select "Month" in the Period Until New Rollover Plan section to specify a one-month free Plan.

Create a Master Plan that is free for a period of time, then is billed at a discounted rate for a number of months, then rolls over to a different paid Plan.

You can create Plan A that is free for one month, then billed at a discounted rate of $99 for six months, then rolls over to Plan B that is billed at the regular rate of $159 a month. You must first create Plan B with services billed at $159 a month, then create Plan A with services billed at $99 a month.

To create this rollover Plan setup:

Enter "6" and select "Month" in the Free Period section to specify a 6-month free period . Aria does not bill the customer for the Plan until the specified amount of time has passed.
Select the Plan Status to specify the status that an account has when a customer subscribes to the trial Plan.

Note: This must be a billable status so the customer is billed after the trial period end.

Select the Rollover Plan to specify the paid Plan to which the customer is upgraded after the free trial period is over.
Assign a number and select a time period in the Period Until New Rollover Plan section to specify how long a customer is billed at a discounted rate for the Plan.

Note: The Period Until New Rollover Plan must be equal to the number of Free Period plus the number of days, weeks, months, quarters, or years for which a customer is billed a discounted rate for the Plan.

If the number of Free Period is 1 month, and the number of discounted rate months is 6, then the Period Until New Rollover Plan must be set to 7 months (6 +1).

Create a Master Plan that is free for a number of days, then is billed at your specified rate.

You create a Master Plan that is billed at a rate of $55 a month. If you specify that the Plan is free for seven days, Aria does not bill the subscribed customers for 7 days. After the 7 days have passed, Aria bills the subscribed customers at a rate of $55 a month.

To create this rollover Plan setup:

Select the Plan Status to specify the status the plan has when a customer subscribes to the trial Plan.
Enter "7" and select "Day" in the Period Until New Plan Status to specify a 7-day free period.

Create a Supplemental Plan that will be free for a period of time, then will roll over to a different paid Plan.

You can create Plan A that is free for one month, then rolls over to Plan B that costs $50 a month. You must create Plan B with services billed at $50 a month, then create Plan A that contains free services.

To create this rollover Plan setup:

Enter "1" and select "Month" in the Period Until New Rollover Plan section so the customer is subscribed to the free plan for one month.
Select the Rollover Plan to specify the paid plan to which the customer is upgraded after the free trial period is over.

After you have made all of your changes, click Review & Confirm at the top of the screen to review your Plan information.