This month's updates focus on enhanced trial management for your customers' subscriptions. Here's what's new:
Immediate Trial to Live Conversion from the Customer Portal
You can now allow your customers to convert their Trial subscriptions to Live, via the Customer Portal, i.e., your customers can end their trial at any point during a subscription's trial period and immediately activate the subscription, instead of waiting for the trial period to end.
Here's what this feature will look like in the customer portal:
To enable this feature for your customers, go to Settings > Preferences > Portal. After enabling it, you can configure this feature at the Plan level by going to Products > Select a Product > Click Edit next to a Plan.
Easier Access for Address Updates
We've made it a little easier to update your customers' address details by allowing address updates right from a customer's Overview screen in the Customers module. Just click the Edit (Pencil) icon next to the Billing or Shipping Address to update it. You can also copy your customer's entire Billing Address into their Shipping Address with a single click, to save you even more time.
Trial to Live Email Placeholder
The new Convert to Live Link placeholder available for the Trial About to Expire email notification, generates a Hosted Payment Page URL. Your customers can use this URL to end their trial period and activate the subscription, by adding their payment details securely.
Our mobile apps are always being updated with new features. You can view a full changelog of these features either from the App Store or Google Play Store.
Try these features out and let us know what you think, we'd love to hear from you! Feel free to drop a comment below or write to us directly at firstname.lastname@example.org.
The Zoho Subscriptions Team