Zephr Beta User Guide

Creating a Trial

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Zephr offers the ability to create Trials for your Anonymous and Registered users.

A trial gives a user limited access to a Feature, on a one-off or recurring basis. For example, you may offer users three free views of article content when they register. This would be managed as a trial. This guide will show you how add this to your rule.

Creating a Trial in a Feature or Redirect

Trials can be used in both Features and Redirects, and are implemented in the same way across each. For this example, we’ll use a Feature rule for Articles.

Navigate to (or create) the Feature you wish to add the Trial to and use the slider to set if you’re building a rule for anonymous or registered users.

Select Access, then drag the Trials node onto your rule canvas.

Number of Views

In the modal that opens, first set the number of views you would like for your trial. For example, setting this to two will mean a user receives two views of article content, before seeing a different outcome.

Recurring Frequency

Next, set your Recurring Frequency. One Off means the trial will not recur, whilst Daily, Weekly, Monthly, and Custom allow the trial to reset on a recurring basis. This is helpful if you offer ‘x’ free views of content per month.

Creating a Trial - Set Up

Trial Type

Set your Trial Type. Select Unique if you would like a user to be able to read an article multiple times without it removing a trial view each time, otherwise select Page View. You can also choose to count pages with different query parameters separately.

Remaining Trial Count

Remaining Trial Count allows you to add additional outputs to your Trials node on your rules canvas. These additional outputs allow you to alter the customer journey based on the number of remaining views each user has.

For example, click Add Remaining Trial Count, set this to 1, then click Save. You will see the Trial node now has journey options for users who are In Trial, have 1 Remaining View, or whose Trial has expired.

Creating a Trial - Trial Outputs

This is helpful if you wish to show users a prompt when their trial is about to end.

Connecting Your Trial

Once your trial is on the canvas, connect it to the rest of your rule accordingly.

The In Trial output should be connected to the outcome users should see when they have access to trial views – most likely the ‘Show Content’ option.

Remaining Count outputs should be connected to Outcomes users may see when they have access to trial views, such as an ad within the article.

The Trial Expired output should be connected to the outcome users should see when they have finished their trial – most likely a paywall or data capture form.

Creating a Trial - Connecting your Rule