Convert a Free Trial to a Paid Subscription
A SaaS customer has activated a free trial for Revenue Dashboard for 14 days, starting from 2024-12-01 to 2024-12-14. On day 5 (2024-12-05), the customer decides they want uninterrupted access and is ready to pay for the full subscription earlier than planned. The business wants to support customers who wish to commit before the trial expires to avoid revenue loss and increase operational efficiency.
- Navigate to the customer’s subscription in Lifecycle Manager.
- Verify that the subscription shows "Free Trial" status (totalAmount is $0).
- Click the "Convert Free Trial" action icon shown in the subscription card.
- In the modal popup, select the desired paid subscription term (e.g., 12 months).
- Enter the conversion date as 2024-12-05 (the early conversion date).
- Decide if the trial dates should remain free or if charges should apply immediately:
- If respecting trial dates, set conversion start date as 2024-12-05; paid term begins from this date.
- Optionally, check "Override Free Trial End Date" to start paid subscription immediately.
- Click "Add to Cart."
- Review the change cart, which will display: "Subscription [number] is converted to a paid subscription for 12 Months starting 2024-12-05."
- Checkout the order. Lifecycle Manager updates subscription records, calculates charges, and marks the Free Trial Conversion Date field appropriately.
A customer has a 14-day trial of "Price Builder" starting 2024-12-01 and ending on 2024-12-14. On the last day (2024-12-14), they opt to continue using the platform as a paying subscriber. This scenario supports users who want to fully utilize their trial but convert promptly, ensuring seamless transition with no service disruption.
- Find the "Price Builder" subscription under the customer profile in Lifecycle Manager.
- Confirm the "Free Trial" label and that no amount has been charged yet.
- Select the "Convert Free Trial" icon on the trial subscription.
- In the popup, choose either "With a subscription term of X months/years" (e.g., 12 months) or "Evergreen term" if offered and appropriate.
- Set the start date for conversion as 2024-12-14 (trial end date).
- The Lifecycle Manager will display a summary for the conversion: "Subscription [number] is converted to a paid subscription for 12 Months starting 2024-12-14."
- Confirm and add the conversion to the cart.
- Proceed to checkout, activating paid access immediately after trial and updating freeTrialConversionDate field.
A customer used a free trial of "Nue on Salesforce" from 2024-11-01 to 2024-11-30 but did not convert at trial end. After some time—e.g., on 2024-12-15—they decide to subscribe. The system must handle the gap between the trial end and conversion, ensuring historical continuity and correct revenue accounting.
- Locate the "Nue on Salesforce" trial subscription in the customer record within Lifecycle Manager.
- The subscription still displays "Free Trial," and the trial period has ended (2024-11-30).
- Click on the "Convert Free Trial" icon (available since subscription is $0).
- In the modal, select the desired subscription term (e.g., 12 months).
- Enter the conversion date as 2024-12-15 (after trial expiry).
- Add to cart; the system creates two order products:
- One for the free trial period (2024-11-01 to 2024-11-30).
- One for paid subscription, starting from 2024-12-15, ending 2025-12-14.
- The gap between 2024-11-30 and 2024-12-15 is captured as a non-subscribed interval; no charges are applied for this period.
- Confirm and checkout; Lifecycle Manager updates all objects, sets freeTrialConversionDate to 2024-12-15, and reflects correct term and financials.
Business Use=case 1: