How To Set Up A Tag For Free Trial Customer’s?

How To Set Up A Tag For Free Trial Customer’s?

Follow the below steps to setup a tag for free trial -:

Step 1: Go to Membership >> Plans >> Click on Add Paid Plan


Step 2. Add plan details, includes


Plan Status: (Active or Deactivate)
Payment type: Stripe or PayPal
Plan Type: One Time / Recurring
Plan Name: Membership name for internal use.

Plan Tag: It will get assigned to the Shopify customer who will subscribe to any particular plan.
Plan Interval: A membership plan of a particular time interval will be created.
Currency code: The currency code of the plan amount can be added.
Plan Amount: The amount for the membership plan can be added here.

Step 3. Enabled the Free trial option to activate

Step 4. Set up your free trial ( in days ) for your member’s and the Free trial tag name


Step 5. Continue with the plan creation process with the link below


Step 6. Once the plan is created and post if any customers subscribe to your plan which has a free trial option, they will get tagged automatically for the same.

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