Tips and Tricks #18: How to Move Trials to Paid Subscriptions with the API
Continuing from where we left off last week's post about managing trials programmatically, we'll now be taking a look at how to proceed if your trial users decide to go ahead and pay for their subscription.
This article is part of a series of tips and tricks that we post every week. Go ahead and check out our other tips and tricks, in case you missed them.
Moving subscriptions from Trial to Live
If your users signed up for a trial subscription via the hosted payment pages, then an invoice will be raised at the end of their trial subscription, for which they will be auto-charged (based on your payment gateway settings). Following this, their subscription will be changed from the Trial to the Live status.
If your users signed up for a trial subscription without providing their payment information upfront using the API method, as seen in the previous post, then their subscription will be moved to the Live status only when they've associated a payment method.
If you've configured the Trial About to Expire email notification, your users will be sent an email along with a link to update their payment details. If they still haven't associated a payment method by the time their trial ends, their subscription will move to the Trial Expired status.
You can also extend a user's trial programmatically by using the postpone renewal API, in case a user requests more time to evaluate your product.
Notifying your service about a trial's status
For SaaS based businesses, it's important that your application behaves according to a trial user's subscription status. This ensures that their access to your application is not cut off even after they've paid for a subscription.
This can be achieved by using Webhooks. To do this:
- Go to Zoho Subscriptions > Settings > Automation > Webhooks.
- Click + New Webhook.
- Select the Subscription Activation event.
- Configure the rest of the webhook based on your application's needs and click Save.
Now, this webhook will be triggered whenever a subscription has been activated, thereby notifying your application when a trial subscription has moved to Live.
We hope you've found this week's tip helpful. Do try it out and let us know how it goes in the comments below, we'd love to hear your feedback!
Cheers,
Varun Steven
The Zoho Subscriptions Team
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Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. CustomersTip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date
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Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you canTips And Tricks - Announcement
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