How do I configure end of trial action?

Modified on: Thu, 12 Oct, 2023 at 4:34 PM

Scope

How can we activate End-of-trial action on our site?

Error: "Input param `subscriptions.trial_end_action` can be sent only when the feature Trial End Action is enabled." 


Summary

This feature is not available by default and it has to be enabled from the backend. You can reach out to [email protected] to enable this feature.


End of trial actions 
Trial period completion can result in subscription activations or cancellations. This setup defaults to how you want to handle trial completion scenarios. You can also set these defaults as mandatory, and prevent overriding by locking them. Once enabled, navigate to Configure Chargebee > Billing LogIQ > Subscription trial management > End of trial actions > Enable.


Solution

You can enable the feature configuration for the end of trial period by navigating to Configure Chargebee > Billing LogIQ > Subscription trial management > End of trial actions



Then you can choose the site-level trial-end action as Activate subscription or Cancel subscription.




To override the End of Trial action for a Subscription, click on ellipses (three dots) and enable the toggle for 'Allow overriding via Chargebee interface'.



Plan details page

Once configured on the trial plan, you can set up end-of-trial action as per the site settings. If the override option is enabled, you can choose either of three options


1. Use site default

2. Activate subscription

3. Cancel subscription





Subscription details page

You can also configure the end-of-trial action on the subscription level, which can be configured from Edit/Change subscription. If the override option is enabled, this will allow you to choose 

1. Use site default

2. Use plan default

3. Activate subscription

4. Cancel subscription


Leap UI





Classic UI



Via API

While creating/updating a plan or creating/updating subscription, you can pass trial_end_action 

parameter with the relevant values. Refer to this link for more information.



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