How to send email with generated password and cancel free trial after a few days? Answered

• 

  Chukwudi

  • June 01, 2023 20:30

  Hi Nemanja,

  There's no way to cancel the free trial except if you'd want to archive or delete the plan. But then, that shouldn't stop your users from upgrading to a paid plan. You can create an upgrade button and add the data-ms-price:update="PRICE_ID" attribute to it which would upgrade them to a paid plan when clicked. Here's an article to guide you: https://docs.memberstack.com/hc/en-us/articles/7406222866459-Free-Paid-Plans-Freemium-

  Concerning your first question, I'm not sure if there's a way to do that but I feel an automation tool like Zapier or Make may be a nice workaround. I'll have to find out from the dev team though and get back to you as soon as I get feedback.

  0
• 

  Nemanja Vasilevski

  • June 01, 2023 20:32

  Hey Chukwudi,

  I am sorry I didn't explain it well.

  So have all access membership paid plan and it has 15 days trail.

  Since it allows full access to website, client want to prevent users of using free trial to check all the content and cancel membership afterwards.

  So for some cards on eg. Courses overview page, we have !is-trialnig for the <a> element, and this is removing url to course and users can't reach courses post pages.

  So what we need is to have option for users if they after few days decide to pay for the plan instead to wait 15 days for free trial to expire and to have full access to everything.

  Regarding my second question, we are totaly fine to use Make.com to send new password to users if this is possible.So I am guessing we need to listen for new user in membersack pick a password an email and send message to user.I just have two concerns,

  • Is this possible for imported users (by using CSV)?
  • are we able to fetch password data inside by using Make, Zapier etc?
  0
• 

  Jayess

  • June 01, 2023 20:34

  Hello Nemanja 👋🏼

  Thanks for the clarification 😀 From our docs here: it looks like you have to wait for the full trial, you can cancel but it allows you to go back on that billing period Josh Lopez can you confirm if you can cancel the trial period and go straight to paid within those trial days?

  Yes it’s possible import users by CSV. I would in the CSV add the password. Just note that your New Member will fire when you import CSV. I would try it out once before importing all your users.

  You won’t be able to fetch password data, but you can create users there and assign a password. We don’t really have one-time passwords. We can auto generate password for you in Zapier or CSV if you leave the password column empty and then they can reset their passwords. Or they can log in with your password you’ve assigned and they can change their passwords

  Hopefully that helps you get started 😀

  

  0
• 

  Nemanja Vasilevski

  • June 01, 2023 20:36

  Jayess thank you for your help, so it's on Josh Lopez to tell me bad news 😀.

  Is there any other way to prevent users to see some elements while on free trial but leave an option for user to unlock this by doing some action.

  Hey Chukwudi Josh Lopez Jayess is it possible by using your newest feature to recreate this, cancel free trial and pay for plan before end of trial, with the next flow

  1. Create two plans with same price All Access Membership with 15 days free trial and All access membership without free trial.
  2. Set attribute to show upgrade to all access membership without free trial button to show only if users have All access membership with trial while they are on trial. (sorry if it’s confusing)
  3. Use the newest feature to cancel Free trial plan if users upgrade to plan without free trial.

  In theory it seems possible, please let me know if this can work.

  Only thing here would be that user need to go payment process one more time?

  0
• 

  Jayess

  • June 01, 2023 20:37

  Hello Nemanja 👋🏼

  I think that workflow works and it shouldn’t be an issue. Make sure on the no trial all access membership it has the data-ms-price:remove=“all” so the user doesn’t have two plans.

  They would just need to authorize the payment, but the cc would be saved 😀

  Is there anything else I can help with while you’re here?

  0
• 

  Josh Lopez

  • June 01, 2023 20:38

  You can use make to send emails to new members. You don't get access to passwords with make though. We suggest importing all and telling them to use the forgot password feature which will allow them to change the password

  0

Please sign in to leave a comment.