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How to offer Free trial without asking credit card details

bugclipper

Member
Hello Team,

I have a SaaS software product with 30 day free trial. When a new customer signs up, I do not want the customers to enter credit card details for the trial. I have few questions here -
1- Let's say customers signs up on the platform. How do I send this info to pabbly, to nurture the customer on emails and later take him to upgrade.
2- Do I start the free trials with Pabbly or only bring pabbly in the journey when customer needs an upgrade.
 
V

Vipin Mishra

Guest
Hello @bugclipper,

We would like to inform you that You can create a free Trial Plan with 0 $ Fee so that it will skip the Payment Gateways and there will be no need for customer to register their Card details. In this case if your customer want to upgrade the plan then you have to do it manually since there is no card details into the gateways to upgrade the plan automatically.
Also, you can manage both free trial as well as upgraded plans on Pabbly Subscription Billing (PSB).
For your first query, you can either provide the link of Plan made on PSB to your website or platform else you can fire the API through which you can create the similar data on PSB from your platform.

Hope the above information helps you.

If you need further support feel free to reach us.

Regards,
Vipin Mishra
 
Can a free plan set up like this be assigned to a customer via the API? It seems to insist on getting payment payment details.
Cheers
Kurt
 
P

PabblyMember2

Guest
Hello Kurt,
While using the API, you can keep the "gateway_type = free" to skip the card details option.
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