Product Free Trial Manager For WHMCS
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(→About Product Free Trial Manager For WHMCS) |
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− | *'''Features:''' | + | *'''Client Area Features:''' |
{| | {| | ||
− | |style="padding: 10px 0px 0px 30px;"|✔ | + | |style="padding: 10px 0px 0px 30px;"|✔ Order Free Trial Access To Products/Services |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Receive Reminders On Scheduled Trial Period Expiration |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 10px 30px;"|✔ Pay Invoice Before Trial Period Expiration To Keep Service Active |
|} | |} | ||
+ | |||
+ | *'''Admin Area Features:''' | ||
{| | {| | ||
− | |style="padding: | + | |style="padding: 10px 0px 0px 30px;"|✔ Enable Trial Access For Selected Products/Services |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ | + | |style="padding: 0px 0px 0px 30px;"|✔ Configure Payment Email Reminders: |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 45px;"|✔ | + | |style="padding: 0px 0px 0px 45px;"|✔ Select Customized Email Template |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 0px 45px;"|✔ Define Number Of Days Before Invoice Due Date To Send Reminder |
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ Configure Module Settings: | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Define Trial Period Length | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Limit Number Of Products In Shopping Cart | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Allow One Trial Access Per Product | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Allow One Trial Access Per Customer | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Allow Trial Access For New Customers Only | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Hide Trial Payment Method For Not Applicable Products | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Send Email Reminders Per Active Trial Service | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 45px;"|✔ Enter Custom URL For Client Redirection After Completing Trial Order | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ View Module Logs | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 10px 30px;"|✔ Customize Display Name Of Module Gateway | ||
|} | |} | ||
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{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ Supports PHP | + | |style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 8.1 Back To PHP 7.4 |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six" | + | |style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme" |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8. | + | |style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V8.10 Back To WHMCS V8.6 |
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 0px 30px;"|✔ Requires ionCube Loader V12 Or Later | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 30px;"|✔ Easy Module Upgrade To [https://www.modulesgarden.com/products/whmcs/product-trial-manager#open-source-version Open Source Version] | + | |style="padding: 0px 0px 30px 30px;"|✔ Easy [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module Module Upgrade] To [https://www.modulesgarden.com/products/whmcs/product-free-trial-manager#open-source-version Open Source Version] |
|} | |} | ||
=Installation= | =Installation= | ||
{| | {| | ||
− | |style="padding: 10px 0px 20px 0px;"|'''This tutorial will show you how to successfully install and configure [https://www.modulesgarden.com/products/whmcs/product-free-trial-manager Product Free Trial Manager For WHMCS.]''' <br /> | + | |style="padding: 10px 0px 20px 0px;"|'''This tutorial will show you how to successfully install and configure [https://www.modulesgarden.com/products/whmcs/product-free-trial-manager Product Free Trial Manager For WHMCS.]''' <br/> |
We will guide you step by step through the whole installation and configuration process. | We will guide you step by step through the whole installation and configuration process. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: | + | |style="padding: 0px 0px 20px 15px;"|'''1. Log in to our client area and download the module.''' |
|} | |} | ||
{| | {| | ||
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==Configuration of Addon== | ==Configuration of Addon== | ||
{| | {| | ||
− | |style="padding: | + | |style="padding: 10px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br /> |
Log in to your WHMCS admin area. Go to '' 'System Settings' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Product Free Trial Manager' '' and press the '' 'Activate' '' button. | Log in to your WHMCS admin area. Go to '' 'System Settings' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Product Free Trial Manager' '' and press the '' 'Activate' '' button. | ||
|} | |} | ||
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{| | {| | ||
|style="padding: 0px 0px 15px 15px;"|'''9. Afterwards, move to '' 'Manage Existing Gateways' '' to add your custom display name. Press '' 'Save Changes'. '''''<br /> | |style="padding: 0px 0px 15px 15px;"|'''9. Afterwards, move to '' 'Manage Existing Gateways' '' to add your custom display name. Press '' 'Save Changes'. '''''<br /> | ||
− | The | + | The gateway will be available to choose as a payment method for clients depending on the configuration in the Product Free Trial Manager addon. |
|} | |} | ||
{| | {| | ||
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{| | {| | ||
|style="padding: 10px 0px 30px 15px;"|'''In this section we will show you the possibilities of Product Free Trial Manager For WHMCS.'''<br /> | |style="padding: 10px 0px 30px 15px;"|'''In this section we will show you the possibilities of Product Free Trial Manager For WHMCS.'''<br /> | ||
− | Our module allows | + | Our module allows your clients to order products and services from your offer in their full version, completely free of charge, for testing purposes before making the final purchase decision. |
|} | |} | ||
==Addon Configuration== | ==Addon Configuration== | ||
===Settings=== | ===Settings=== | ||
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 20px 15px;"|At the '' 'Settings' '' tab you can set up the module's behavior. Configure free trial access settings and the cron tab behavior. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_10.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|At the '' 'Cron Settings' '' tab you can set up the cron's, responsible for regular delivery of email reminders, behavior. <br/> If you set up the cron job exactly as in the automatically generated line below, the task will be performed every day at 10 pm. <br/> We advise setting the task once a day. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_11.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|In '' 'Gateway Settings' '' | + | |style="padding: 0px 0px 15px 15px;"|In '' 'Gateway Settings' '' section you may customize the trial access requirements for all products: |
− | + | ||
− | + | ||
− | * | + | * Trial Period - enter the number of days for how long the ordered product will remain active. After the specified time, the product will be automatically suspended. |
− | * | + | * Products Limit In Cart - enter the maximum number of products that a client may add to the cart and still be able to use the free trial payment method |
− | * One Trial Per | + | * One Trial Per Product - if enabled, only one trial access to a single product may be ordered |
− | * | + | * One Trial Per Customer - if enabled, a customer may order only one product with trial access |
− | * | + | * New Customers Only - if enabled, only customers who do not have any orders yet will be allowed to select the trial payment method |
− | * | + | * Hide Trial Payment Method - if trial access is not available for a given product, and that product is in the client's cart, this payment gateway will be hidden for the client |
− | * | + | * Email Reminders Per Service - if enabled, a separate email reminder will be sent per every active trial service |
+ | * Custom Landing Page - enter the URL to which the customer will be redirected after completing the trial order. If left empty, clients will be redirected to the invoice by default.<br/> | ||
+ | Do not forget to save the changes when ready. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:PTM_12.png]] |
|} | |} | ||
===Products=== | ===Products=== | ||
{| | {| | ||
− | |style="padding: 10px 0px | + | |style="padding: 10px 0px 20px 15px;"|In the '' 'Products' '' section, you will find a full list of products and services available in your WHMCS. |
− | + | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 25px;"|[[File: | + | |style="padding: 0px 0px 15px 25px;"|[[File:PTM_13.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 15px 15px;"|Here you can tun on/off the trial access for single products or apply it to numerous products at once with mass action buttons. <br/> |
+ | Products with enabled here trial access will be applicable for clients if they meet all the requirements. | ||
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:PTM_14.png]] |
|} | |} | ||
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_15.png]] |
|} | |} | ||
{| | {| | ||
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_16.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 15px;"| | + | |style="padding: 0px 0px 20px 15px;"|Once ready, you may turn on/off every single reminder, edit it or completely delete by pressing adequate buttons. |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 20px 25px;"|[[File: | + | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_17.png]] |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 15px 15px;"|Note that you may use the module's dedicated email template. You will find it under '' 'Product Free Trial Manager - Reminder Notification' '' name. <br/>The template content may be adjusted in your WHMCS → System Settings → Email Templates → Product/Services Templates. <br/> | + | |style="padding: 0px 0px 15px 15px;"|Note that you may use the module's dedicated email template. You will find it under '' 'Product Free Trial Manager - Reminder Notification' '' name. <br/>The template content may be adjusted in ''your WHMCS → System Settings → Email Templates → Product/Services Templates''. <br/> |
List of supported merge fields that can be used in the email template:<br/> | List of supported merge fields that can be used in the email template:<br/> | ||
'''Service related''' | '''Service related''' | ||
− | |||
− | |||
* $services_ids | * $services_ids | ||
* $reminder_days | * $reminder_days | ||
− | <br/> | + | * $service_product_name<br/> |
'''Invoice related''' | '''Invoice related''' | ||
* $invoice_link | * $invoice_link | ||
* $invoice_id | * $invoice_id | ||
− | * $ | + | * $invoice_num |
|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px 30px 25px;"|[[File: | + | |style="padding: 0px 0px 30px 25px;"|[[File:PTM_18.png]] |
|} | |} | ||
===Logs=== | ===Logs=== | ||
+ | {| | ||
+ | |style="padding: 10px 0px 15px 15px;"|The '' 'Logs' '' section contains information an all actions taken by the module, that is: | ||
+ | * information on orders placed and the module payment gateway selected, | ||
+ | * email reminders sent | ||
+ | * suspending products due to their trial access being expired. <br/> | ||
+ | |||
+ | You may always delete the logs if their number is extensive. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 30px 25px;"|[[File:PTM_19.png]] | ||
+ | |} | ||
+ | |||
==Client Area== | ==Client Area== | ||
+ | {| | ||
+ | |style="padding: 10px 0px 15px 15px;"|Add products to your cart and select the payment gateway that allows free trial access to the ordered products.<br/>Note that the name of the gateway may be different than the one on the screen below, as the display name of the payment gateway can fully customized by your administrator in the module language file. <br/> | ||
+ | '''''Important:''' The gateway will not be available if free trial is not applicable to all the products in the cart. <br/> Depending on the module [[#Settings|settings]], the gateway will be either blocked or completely hidden.'' | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_21.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 15px;"|Your order is now complete, you may download the package and start the tests. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 20px 25px;"|[[File:PTM_20.png]] | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 15px 15px;"|If you wish to continue using your product right after the trial period, please remember to pay the remaining invoice.<br/> | ||
+ | In case the invoice remains unpaid the day the trial period is over, your service will be automatically suspended. | ||
+ | |} | ||
+ | {| | ||
+ | |style="padding: 0px 0px 30px 25px;"|[[File:PTM_22.png]] | ||
+ | |} | ||
=Tips= | =Tips= | ||
{| | {| | ||
− | |style="padding: 10px 0px 30px 15px;"|1. | + | |style="padding: 10px 0px 30px 15px;"|1. Free trials currently can be applied to products and services, the module does not work with addons or domains. |
|} | |} | ||
− | |||
− | |||
=Update Instructions= | =Update Instructions= | ||
{| | {| | ||
− | |style="padding: 10px 0px 30px 15px;"| | + | |style="padding: 10px 0px 30px 15px;"|An essential guidance through the process of updating the module is offered '''[https://www.docs.modulesgarden.com/How_To_Update_WHMCS_Module here]'''.<br/> |
− | + | Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues.<br/> Additionally, you will find a current list of supplementary actions necessary for a smooth update process there. | |
− | + | ||
|} | |} | ||
+ | =Upgrade Guide= | ||
+ | {| | ||
+ | |style="padding: 10px 0px 30px 15px;"|Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability?<br/> There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment.<br/> | ||
− | --> | + | Opt for the [https://www.modulesgarden.com/products/whmcs/product-free-trial-manager#open-source-version Open Source version] of your Product Free Trial Manager For WHMCS module to unlock these benefits.<br/> Simply click on either the '''Get Source Code''' or '''Upgrade To Lifetime''' button found on the product's page in our client area to complete the one-step upgrade process, with a '''dedicated discount''' already applied.<br/> |
+ | |||
+ | Follow a [https://www.docs.modulesgarden.com/How_To_Upgrade_WHMCS_Module comprehensive guide] covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized. | ||
+ | |} | ||
=Common Problems= | =Common Problems= | ||
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|} | |} | ||
{| | {| | ||
− | |style="padding: 0px 0px | + | |style="padding: 0px 0px 30px 15px;"|'''2. We do not recommend using the Product Free Trial Manager For WHMCS with the following modules:''' |
* Payment Gateway Charges For WHMCS | * Payment Gateway Charges For WHMCS | ||
* Recurring Contract Billing For WHMCS | * Recurring Contract Billing For WHMCS | ||
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Integration between these modules is hampered due to specific features of each one of them and their individual work flow.<br/> | Integration between these modules is hampered due to specific features of each one of them and their individual work flow.<br/> | ||
We are continually working on eliminating these limitations wherever possible. | We are continually working on eliminating these limitations wherever possible. | ||
− | |||
− | |||
− | |||
|} | |} |
Revision as of 14:00, 26 April 2024
Contents |
About Product Free Trial Manager For WHMCS
Product Free Trial Manager For WHMCS allows you to activate a dedicated payment gateway for free trial access for all or single products in your offer. Let your clients test your products by offering them free of charge, but limited in time, access to the ordered products, and make a well-thought decision to avoid cancellation requests. Use the module to make your offer even more competitive and much practical to your clients. |
- Client Area Features:
✔ Order Free Trial Access To Products/Services |
✔ Receive Reminders On Scheduled Trial Period Expiration |
✔ Pay Invoice Before Trial Period Expiration To Keep Service Active |
- Admin Area Features:
✔ Enable Trial Access For Selected Products/Services |
✔ Configure Payment Email Reminders: |
✔ Select Customized Email Template |
✔ Define Number Of Days Before Invoice Due Date To Send Reminder |
✔ Configure Module Settings: |
✔ Define Trial Period Length |
✔ Limit Number Of Products In Shopping Cart |
✔ Allow One Trial Access Per Product |
✔ Allow One Trial Access Per Customer |
✔ Allow Trial Access For New Customers Only |
✔ Hide Trial Payment Method For Not Applicable Products |
✔ Send Email Reminders Per Active Trial Service |
✔ Enter Custom URL For Client Redirection After Completing Trial Order |
✔ View Module Logs |
✔ Customize Display Name Of Module Gateway |
- General Info:
✔ Multi-Language Support |
✔ Supports PHP 8.1 Back To PHP 7.4 |
✔ Supports WHMCS Themes "Six", "Twenty-One" And "Lagom WHMCS Client Theme" |
✔ Supports WHMCS V8.10 Back To WHMCS V8.6 |
✔ Requires ionCube Loader V12 Or Later |
✔ Easy Module Upgrade To Open Source Version |
Installation
This tutorial will show you how to successfully install and configure Product Free Trial Manager For WHMCS. We will guide you step by step through the whole installation and configuration process. |
1. Log in to our client area and download the module. |
2. Extract the package and upload its content into the main WHMCS directory.
The content of the package to upload should look like this. |
3. When installing Product Trial Manager For WHMCS for the first time, you have to rename the 'license_RENAME.php' file. The file is located in 'your_whmcs/modules/addons/ProductFreeTrialManager/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'. |
4. In order to configure your license key, you have to edit the previously renamed 'license.php' file. Enter your license key between the quotation marks as presented on the following screen. You can find your license key in our client area → 'My Products'. |
5. Now, set up the 'storage' folder as recursively writable. This folder is available at 'your_whmcs/modules/addons/ProductFreeTrialManager/'. |
Configuration of Addon
6. Now you have to activate the module in your WHMCS system. Log in to your WHMCS admin area. Go to 'System Settings' → 'Addon Modules'. Afterwards, find 'Product Free Trial Manager' and press the 'Activate' button. |
7. In the next step you need to permit access to this module. To do so, click on the 'Configure' button, tick 'Full Administrator' and press 'Save Changes'. |
Additional Steps Required
8. Now, proceed to 'System Settings' → 'Payment Gateways' → 'All Payment Gateways' Find the 'Product Free Trial Manager' gateway and activate it. |
9. Afterwards, move to 'Manage Existing Gateways' to add your custom display name. Press 'Save Changes'. The gateway will be available to choose as a payment method for clients depending on the configuration in the Product Free Trial Manager addon. |
9. Congratulations, you have just successfully installed Product Free Trial Manager For WHMCS! You can now access your module from 'Addons' → 'Product Free Trial Manager'. |
Management
In this section we will show you the possibilities of Product Free Trial Manager For WHMCS. Our module allows your clients to order products and services from your offer in their full version, completely free of charge, for testing purposes before making the final purchase decision. |
Addon Configuration
Settings
At the 'Settings' tab you can set up the module's behavior. Configure free trial access settings and the cron tab behavior. |
At the 'Cron Settings' tab you can set up the cron's, responsible for regular delivery of email reminders, behavior. If you set up the cron job exactly as in the automatically generated line below, the task will be performed every day at 10 pm. We advise setting the task once a day. |
In 'Gateway Settings' section you may customize the trial access requirements for all products:
Do not forget to save the changes when ready. |
Products
In the 'Products' section, you will find a full list of products and services available in your WHMCS. |
Here you can tun on/off the trial access for single products or apply it to numerous products at once with mass action buttons. Products with enabled here trial access will be applicable for clients if they meet all the requirements. |
Email Reminders
'Email Reminders' tab allows the option to configure email reminders for your customers. They will be allowed to make the decision ahead and pay for the product before its automatic suspension. Press 'Add Reminder' to compose the first notification message rules. |
Provide your reminder name, select one of the templates and enter the number of days. The email reminder will be delivered this number of days before the invoice due date. |
Once ready, you may turn on/off every single reminder, edit it or completely delete by pressing adequate buttons. |
Note that you may use the module's dedicated email template. You will find it under 'Product Free Trial Manager - Reminder Notification' name. The template content may be adjusted in your WHMCS → System Settings → Email Templates → Product/Services Templates. List of supported merge fields that can be used in the email template: Service related
Invoice related
|
Logs
The 'Logs' section contains information an all actions taken by the module, that is:
You may always delete the logs if their number is extensive. |
Client Area
Add products to your cart and select the payment gateway that allows free trial access to the ordered products. Note that the name of the gateway may be different than the one on the screen below, as the display name of the payment gateway can fully customized by your administrator in the module language file. Important: The gateway will not be available if free trial is not applicable to all the products in the cart. |
Your order is now complete, you may download the package and start the tests. |
If you wish to continue using your product right after the trial period, please remember to pay the remaining invoice. In case the invoice remains unpaid the day the trial period is over, your service will be automatically suspended. |
Tips
1. Free trials currently can be applied to products and services, the module does not work with addons or domains. |
Update Instructions
An essential guidance through the process of updating the module is offered here. Ensure successful completion of the module update by carefully following each step, thereby preventing data loss or any unforeseen issues. |
Upgrade Guide
Seeking a solution that offers greater flexibility, customization tailored to your precise needs, and unrestricted availability? There is an option that not only proves to be cost-effective in the long run but also includes prioritized support services, making it a truly valuable investment. Opt for the Open Source version of your Product Free Trial Manager For WHMCS module to unlock these benefits. Follow a comprehensive guide covering the transition process, the advantages it brings, and step-by-step instructions on what to do next after the order has been successfully finalized. |
Common Problems
1. When you have problems with connection, check whether your SELinux or firewall does not block ports. |
2. We do not recommend using the Product Free Trial Manager For WHMCS with the following modules:
Integration between these modules is hampered due to specific features of each one of them and their individual work flow. |