How to Keep People From Trialing More Than Once
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 an Automation that adds a tag for people who purchase your Offer:
- Open the Sales tab from your Dashboard.
- Then, click Offers.
- Select the Offer you wish to edit.
- Scroll down to Automations and click + Add Automation.
- Under WHEN, select Offer is purchased.
- Under THEN, select Add a Tag.
- Then type the tag that you wish to use (example: Received Trial for Offer XYZ).
- Click Save:
Step 2. Create an automation to deactivate the offer
Create an Automation to deactivate someone from your Offer if they have previously purchased the Offer:
- Under Automations, click + 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: Received Trial for Offer XYZ).
- Click Apply.
- Then, click Save:
Optional: Create a notification email
This is not a required step, but can be used to communicate to the customer that they have previously received a free trial:
- Under Automations, click + 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: Received Trial for Offer XYZ).
- Click Apply.
- Then, click Save:
If someone attempts to begin a new trial using the same email address, they will now receive an email notifying them as to why they cannot access their free trial.
And that's how you can keep people from trialing more than once! Please vote below and let us know if you found this article helpful. We value your feedback. Thanks for being the best part of Kajabi!