1438 - How to run a product trial in the RedApp

Redstor gives your customers the option to try out any backup service on the RedApp for free for 30 days. You can upgrade the customer to the paid edition at any time. First-time customers can try out any product or combination or products, while existing customers can try out any product or combination of products they are not subscribed to already.

To start a trial for a customer, follow the steps below.

1. Go to the overview page for the relevant customer.

2. Expand the menu at the top right and go to Manage products. 

3. Click Add at the top right.

4. In the list that appears, click the plus icon to add a product for the trial.

5. Click the Edit selection icon.

6. Change the selection to Trial and click Add.

You can repeat this for more than one product. 

7. Once all products for the trial are selected, click Proceed.

8. Click Confirm to start the trial. You will see a notification that new products have been added.

You will see a notification that new products have been added.

9. The trial products will appear in the sidebar. The status of the trial will be shown at the top of the customer's dashboard.

Upgrading to Premium

To upgrade to the paid version of all trial products, click the blue Upgrade button at the top right. To upgrade only one product to a paid version, hover over the notification and click Upgrade for the relevant product.

In the dialog that appears, click Upgrade.

Any data backed up during the trial will simply be retained on our Storage Platform and will not need to be backed up again.

What to do when a trial expires

Trials expire after 30 days. If the trial for a product has expired and the customer has not chosen to upgrade yet, the product name will appear with an Expired label in the sidebar. A notification will also be shown at the top of the customer's dashboard.

Once the trial has expired, the customer has 7 days to either upgrade to the Premium edition of the product or take a copy of their backed-up data from our Storage Platform. During these 7 days, no further backups will be made, but the backups from the trial will still be available to the customer. If the customer chooses not to upgrade, their data will be removed from the Storage Platform after the 7-day period has run out.