The Apiculus automation policies support defining trial-specific triggers and actions. These can be used to run rich scenarios like auto enrollments on signup, ramped-up trials, marketing email sequences or even used in conjunction with KYC and dunning triggers.
Note - automation policies need to be of type Trial to have all trial triggers available.
Supported triggers (available only for automation policies of type Trial):
- Account creation - self-signup or admin-assisted
- Account trial enrollment start date - before, on or after
- Account trial enrollment end date - before, on or after
- Subscription trial enrollment start date - before, on or after
- Subscription trial enrollment end date - before, on or after
- Expiry of selected trial programme - on expiry of chosen trial programme
Supported actions (available for any automation policy type):
- Enroll into account trial - enrollment into specified account trial
Sample Trial Automations
The below table describes some common scenarios that can be addressed using trial automation on Apiculus.
Scenario | Trigger | Action |
---|---|---|
Automatically enroll all self-service accounts to 'default trial programme' | On self-service account signup | Enroll into trial programme - 'default trial programme' |
Ramp up from 'trial30' (duration 30 days; 100% benefit) to 'trial15' (duration 15 days; 50% benefit) | On expiry of selected trial programme - 'trial30' | Enroll into trial programme - 'trial15' |
Send automated trial expiry reminder email 2 days before any account trial programme ends | Account trial expiry with value '-3' | Notify on email |
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