View these docs to setup trial tracking with your billing system (i.e Stripe, Recurly).
To enable trial tracking, navigate to the Trials section in your Account Settings.
Step 1 - select how trials are tracked
The first question asks you to select how trials are identified in your data. There are 2 options:
- via a customer trait - Select this option if a customer's trial status is attached to customers as a trait when tracked with your analytics service - e.g. each customer has an
inTrialtrait in Segment/Mixpanel.
- via an event - Select this option if you send an event when customers start a trial - e.g. your analytics service sends a
Trial startedevent for all new trials.
Step 2 - select data that identifies trials
Depending on your choice in Step 1, you'll need to select the trait or event for your trial data here:
- via a customer trait - Select the trait that identifies if a customer is in a trial - e.g. the
- via an event - Select the event sent whenever a trial starts - e.g. the
Trial startedevent. If you are using this option, you can also configure an additional filter for your selected event that must be satisfied to flag a customer as a trial.
Step 3 - track the trial's end date (optional)
If at all possible, we recommend tracking trial end dates. This way, we can automatically flag Unconverted trials, giving you a clearer sense of the set of the active trials that still have access to your product. So here, you'll want to identify the event property or trait that tracks the end of a customer's trial (if available).
Step 4 - configure a 'grace period' for ended trials
If you configure trial end dates, you may want to give the customer a few extra days before flagging them as an Unconverted trial. It's usually a good idea to have a value of at least a few days here, as Vitally will stop tracking trials once they are marked as Unconverted.