# Guide: Free or Paid Trials Offering a trial is a proven way to drive acquisition by letting customers experience your product before committing. Limio supports both **free** and **paid trials**, giving you the flexibility to test different trial strategies and drive conversions. This guide explains how to configure trials in Limio - whether you want to offer a free trial with no payment capture or a paid trial that auto-renews into a full subscription. It also covers how to manage conversion checkouts, prevent trial abuse, and leverage Limio’s orchestration features to tailor the experience to your needs. Use this guide to: * Set up free or paid trial offers * Decide whether trials should auto-renew or require manual conversion * Integrate with identity providers, Zuora, or Salesforce > If you're not sure which type of trial is right for your business model, reach out to [Limio Support](https://docs.limio.com/support) for guidance. ## **Free or Paid trial, auto-renewing into a full subscription** Use this approach when you want the paid or free trial to auto-renew into a regular subscription. ### **Pre-requisite** Note: In this guide, we will use [Limio's Price](https://docs.limio.com/integrations/zuora-integration/manage-your-pricing/how-to-configure-subscriptions-in-limio-offers-with-initial-price-and-zuora-rate-plans) feature. You can also explore setting the price in Zuora via [External Pricing](https://docs.limio.com/integrations/zuora-integration/manage-your-pricing/how-to-configure-subscriptions-in-limio-offers-with-external-price-and-zuora-rate-plans) or use [Promo Codes](https://docs.limio.com/product/pricing/how-to-configure-and-implement-promo-codes). Reach out to [Limio Support](https://docs.limio.com/support) for guidance. * In Zuora, you have configured a rate plan with the renewal price. ### **Supported scenarios** * Same billing frequency: 1-month trial at $1/month → renews at $10/month * Different billing frequency: 7-day trial free trial → renews into monthly subscription at $20/month #### **How to configure a free trial with auto-renew** 1. Create the **trial** [offer](https://docs.limio.com/product/pricing/what-are-offers-and-how-to-configure-them) in Limio * **Option 1:** **Auto-renew trial with the same billing frequency** * Set **Initial Price** in the offer (e.g. $1 per month) * Set the **Rate Plan**, referencing the renewal price * Ensure **Auto-Renew** is enabled so that the subscription continues after the trial * Enable the **Trial flag** in the offer configuration. * **Option 2: Auto-renew trial with different billing frequency** * Set **Initial Price** in the offer (e.g. $0 for 1 Week). * Define an **Initial Term** (e.g. 1 Week). * Set a **Renewal Term** (e.g. 1 Month). * Set the **Rate Plan**, referencing the renewal price (e.g. $20 per month) * Ensure **Auto-Renew** is enabled so that the subscription continues after the trial * Enable the **Trial flag** in the offer configuration. * Set **Remove and re-add products at end of initial term** to true. Learn more at: [How to create an offer with a different initial billing frequency from the renewal billing frequency (Beta)](https://docs.limio.com/integrations/zuora-integration/manage-your-pricing/how-to-configure-subscriptions-in-limio-offers-with-initial-price-and-zuora-rate-plans/how-to-create-an-offer-with-a-different-initial-billing-frequency-from-the-renewal-billing-frequency) 2. Publish the trial offer on a trial **pricing page** (e.g. /pricing-trial) 3. Create an authenticated trial **checkout page** /checkout-trial with the **Form component** to collect user and payment details (Name, Email, Company Name, Payment Fields…) ([https://docs.limio.com/product/checkout/overview-how-to-customise-the-limio-modular-checkout](https://docs.limio.com/product/checkout/overview-how-to-customise-the-limio-modular-checkout "mention")) 4. Redirect to the **Order Complete URL**. The subscription will be created in Zuora and renew automatically at the end of the trial period. ## **Free trial with manual conversion** Use this setup when you want to offer a free trial without capturing payment details (e.g. 14 days free trial). These subscriptions do **not** automatically renew. A customer must be converted manually at the end of the trial period ### **Steps to set up a free trial without auto-renew** 1. **Create a free trial offer** in Limio: * Set up is similar as for auto-renew trial * Ensure **Auto-Renew** is turned off so that the subscription doesn't continue after the trial 2. **Configure a trial checkout** page: * **Option 1: Free trial captured by Limio** 1. Create a /checkout-trial page and mark it as anonymous. 2. Use the **Form component** to collect user details (Name, Email, Company Name…) 3. Redirect to the **Order Complete URL**. 4. Pass identity information back later via the [External Identity API](https://docs.limio.com/developers/api/external-identities-api) to enable Limio Self-Service features down the line. * **Option 2: Trial setup via identity provider** 1. Create a /checkout-trial page and mark it as authenticated. 2. Ensure your identity provider captures all user details for the trial (e.g. First Name, Email, Company Name). 3. Create a custom component to silently submit the order to Limio and redirect the customer to the **Order Complete URL**. 3. **Skip unnecessary processing** * Use a [process override](https://docs.limio.com/integrations/order-orchestration/order-orchestration-framework) to skip integrations like Zuora but send data in Salesforce. ### **Free Trial conversions** If you want a **free trial to convert into a paid subscription**, you can use Limio's Renewal Experience. Learn more at [How to create a personalised renewal experience](https://docs.limio.com/product/self-service/what-are-the-standard-functionality-of-limio-self-service-manage-my-account/how-to-create-a-personalised-renewal-experience) > If you're not sure which type of trial is right for your business model, reach out to [Limio Support](https://docs.limio.com/support) for guidance. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.limio.com/guides/feature-implementation-guides/readme.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. 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