Convert Free Trial

converting free trials to paid subscriptions is essential for driving revenue and securing the long term success of businesses by offering a seamless transition from a free trial to a paid subscription, we can capture users who are already engaged with our product and likely to continue using it moreover, the ability to track and automate this process enhances operational efficiency and reduces the risk of lost revenue from missed conversions analyzing user behavior during the trial period and assessing conversion success rates provides valuable insights into product performance and customer needs this data can inform improvements in marketing and sales strategies, optimize trial offers, and ultimately boost conversion rates, leading to increased customer acquisition and retention nue enables seamless tracking of both free trials and subscription conversions within a single subscription, ensuring continuity even if there is a gap between the trial’s expiration and the start of the paid subscription for sales reps in lifecycle manager , sales reps can effortlessly convert a free trial into a paid subscription, whether termed or evergreen, with subscription revenue stream reflected immediately for developers nue provides apex global services and self service apis , allowing developers to manage free trial conversions within a plg motion or billing portal for a fully automated experience let's get started! to enable convert free trial , follow these steps log in to the nue app and navigate to settings search for “change type” to open the change type options check the box for “convert free trial” to enable the feature scenario our fictional company, smart revenue , began a one month free trial of vroom podcast on 02/01/2025 impressed by the service, they decided to convert to a paid subscription after the trial ended however, they negotiated a 10% discount for the first year upon conversion on 03/15/2025 , the deal was finalized, securing a 12 month paid subscription starting 03/15/2025 under the same subscription create product with free trial first, the revops user creates a product called vroom podcast and applies a one month free trial discount tag, as shown in the following image create free trial quote or order a new free trial order can be created using either the self service api or nue on salesforce with this product the order will have a start date of 02/01/2025 and a one month subscription term (or an evergreen subscription term) the total amount will be $0 since the discount tag provides a free trial for the order the image below depicts a free trial order of the vroom podcast the system discount indicates 100%, which is due to the application of the one month free trial discount tag convert free trial to paid subscriptions once the free trial order is activated, a free trial subscription is created viewing the free trial subscription in lifecycle manager 1\ navigate to the account in lifecycle manager 2\ click “manage customer lifecycle” to view the subscription details in the subscription card, the total amount for the subscription is displayed as $0, indicating this is a free trial sales users will see the “convert free trial” action on the subscription card if more than 5 actions are available in the action bar, click ”…” to view additional options and locate the “convert free trial” action when sales users click “convert free trial” , a popup appears displaying the available conversion options users have the following conversion options convert a free trial into a paid subscription with a fixed term convert a free trial into a paid subscription with an evergreen term once the sales user checks out the cart and activates the order, the subscription is converted into a paid subscription the “convert free trial” change type will be displayed in the subscription revenue stream, and the change history will reflect the transition from a free trial to a paid subscription override free trial end date a free trial subscription can be converted into a paid subscription either after or before the trial ends converting after the free trial ends the paid subscription will begin on the date specified in the free trial conversion popup converting before the free trial ends if the user selects the “override free trial end date” checkbox, the trial will end early, and the paid subscription will start on the specified date if the checkbox is not selected, the paid subscription will automatically begin the day after the free trial ends convert free trial bundle to paid subscription if a bundle is a free trial subscription, then when the bundle subscription is converted to a paid subscription, all of its child free trial subscriptions will also be converted to paid subscriptions with the same subscription terms convert free trial add on to paid subscription users can also convert a free trial add on subscription independently for example, the user already has a paid bundle subscription and starts a free trial for an add on to that bundle once the trial ends, the user can choose to convert the add on to a paid subscription when converting the free trial add on, the user has the option to co term it with the bundle subscription the following is an example scenario the bundle subscription runs from 01/01/2025 to 12/31/2025 the user starts a 14 day free trial for an add on, beginning on 02/01/2025 on 02/15/2025, the user decides to convert the add on to a paid subscription by selecting “convert free trial”, the user can choose from one of the options below co term with the bundle → the add on subscription aligns with the bundle and ends on 12/31/2025 keep a separate term → the add on subscription follows a full term and ends on 01/31/2026