Zephr User Guide

Create a Basic Trial

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To create a basic trial for a single feature and user type, complete the following steps:

  1. Select Products from the main menu
  2. Select Features from the menu options
  3. Select the feature for which you want to create a trial, or add a feature as described in the Creating and Managing Zephr Features topic

    We are using the Article feature in this example.

  4. If you selected an existing feature, select the version for which you want to create a trial
  5. Select the user type to which you want to apply the rule

    We are using the Anonymous user type.

  6. In the Rules Builder, select the Access segment title
  7. Drag the Trials node to your canvas

    The Trial dialog box displays, as illustrated below:

    Trial - Basic

  8. Enter the number of views to allow in the Limit of field
  9. Select the type of view to count against the defined number of views from the first drop-down. The options are as follows:
    • Unique Article

      This is the default. The number of views is counted by each different article viewed by the end user.

      We are using this setting in this example.

    • Page View(s)

      Select Page View(s) if you want to count all page views, including pages that have previously been viewed by the end user.

  10. Select the period for which the limit applies from the second drop-down. The options are as follows:
    • In a lifetime

      This is the default. The limit applies as follows:

      • For Anonymous user types, for the session
      • For Registered and Customer user types, for one year

      We are using this setting in this example.

    • In a calendar

      If you select this option, a further drop-down displays. Select the period from the drop-down. The options are as follows:

      • Week

        Select Week to measure the period from Monday to Sunday.

      • Month

        Select Month to measure the period from the 1st of the month.

      • Day

        Select Day to measure the period by the day.

      • In the last

        If you select this option, a further field displays. Enter the number of days against which to measure the period.

    • Select the Save button to save your trial and return to the Rules Builder with the Trials decision node added. Selecting the Cancel button displays the Rules Builder without adding the Trials decision node

You can now complete the rule. For example, in the rule illustrated below an anonymous user is allowed to view ten articles, after which they are presented with a registration wall:

Rule using a Basic Trial