---
title: "Free Trial Offer Set-Up"
slug: "free-trial-offer"
updated: 2024-08-21T07:07:02Z
published: 2024-08-21T07:07:02Z
canonical: "docs.viewlift.com/free-trial-offer"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.viewlift.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Free Trial Offer Set-Up

Log into your TOOLS production account.

Click on **MONETIZATION**. Under the Monetization tab there are five subsections: ![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28101%29.png)

Choose **OFFERS**. Once you are on the Offers Dashboard, to start a new offer creation, click on the **+ ADD NEW OFFER** key: ![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28102%29.png)

Your offer needs the following intial datapoints added: **Name**

  

Description

  

Status

![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28103%29.png)

The **NAME** should be an internal differentiator. The **Offer Description** should accurately detail the intent, which in this case is a **Free Trial.** By definition in our system, this means that there is a payment capture at the time of sign-up, but that the customer is not charged until after the end of the trial period. If the customer cancels before the end of that period, they will not be charged.

> [!NOTE]
> **Important Note:**
> 
> **If a user cancels their subscription during the free trial, their subscription is immediately canceled. However, if the user is charged after the free trial and then cancels their subscription, they are placed in a deferred cancellation state.**

When you are ready to push your offer live, you should change the **Status** to **Unexpired**. Changing this status to **Expired** takes the offer out of usage/rotation.

Under the **Price Set-Up** section the **Offer Strategy** for Free Trial should be set to **Deferred** as a drop-down menu choice: ![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28104%29.png)

For the **Period Type**, you need to determine the length of the free trial and choose the appropriate drop-down: ![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28105%29.png)

The **Multiplier** value relates to the **Period Type**. For example, if you wish do set up a Free Trial for seven days, the **Period Type** would be set to **Days**, and the **Multiplier** would be set to **7**.

The **Offer Limit** controls the number of customers you are allowing to take advantage of this Free Trial. If you wish for it to be **Unlimited** (available to all users), you would choose **Unlimited** in the drop-down menu: ![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28106%29.png)

If you wish for the Free Trial to be **Limited** to a set number of users, you would choose **Limited** and set a Limit number.

Once you have set all the data points and values of your offer, click the blue **SAVE** button in the upper right to save your new offer to the system.

![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28107%29.png)

Now this offer can be associated with a subscription. To do this, you edit the existing subscription and click on **MANAGE ACCEPTABLE OFFERS** to link your Free Trial with the subscription:

![image.png](https://cdn.document360.io/15e0c142-c823-4c77-a8e8-9d32ca937982/Images/Documentation/image%28108%29.png)

If you wish for your Free Trial to be Pre-Applied, that is the box you should check when linking the offer the subscription. By Pre-Applied, that means that every new customer signing up will get the free trial offer applied to their sign-up.

Once you have made the changes to that subscription plan, click OK to pop out of the offer management screen, and make sure to click SAVE on the subscription to lock in the changes.