Learn how you can stop people from subscribing to your free trial offers more than once using Offer Automations.
In this article:
- Step 1. Create a tag
- Step 2. Create an automation to deactivate the offer
- Optional: Create a notification email
Step 1. Create a tag
Create the automation that adds a tag for people who cancel their free trial for your Offer:
- Open the Sales tab from your Dashboard.
- Then, open Offers.
- Select the Offer you wish to edit.
- Scroll down to Automations and click + Add Automation.
- Under WHEN, select Offer subscription payment canceled.
- Under THEN, select Add a Tag.
- Then type the tag that you wish to use (example: Trial Canceled).
- Click Save:
Step 2. Create an automation to deactivate the offer
Create the automation that deactivates from offer if they have previously subscribed to the offer:
- Under Automations, click on + Add Automation.
- Under WHEN, select Offer is purchased.
- Under THEN, select Deactivate from Offer.
- Select the same Offer that you are working on.
- Click Add Condition.
- Select the filter Has any of these tag(s).
- Find and select the tag you created (example: Trial Canceled).
- Click Apply.
- Then click Save:
Optional: Create a notification email
This is not a required step, but can be used to communicate to the user that they have previously subscribed.
- Under Automations, click on + Add Automation.
- Under WHEN, select Offer is purchased.
- Under THEN, select Send an email.
- Select To the person.
- Edit the Subject and Body of your email.
- Click Add Condition.
- Select the filter Has any of these tag(s).
- Find and select the tag you created (example: Trial Canceled).
- Click Apply.
- Then click Save:
Now if a customer attempts to begin a new trial with the same email address they will receive an email notifying them as to why they cannot access their trial.
Read more about Offers here.
