Zephr User Guide

Create a Rolling Trial

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Rolling trials grant access on an ongoing basis.

To define a rolling trial, complete the following steps:

    1. Select Product from the main menu
    2. Select Features from the menu options

      The Features screen displays.

    3. Select the feature for which you want to create a trial, or add a feature as described in the Add a Feature topic
    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
    6. In the Rules Builder, select the Advanced segment title
    7. Drag the Legacy Trials node to your canvas

      The Trial dialog box displays, as illustrated below:

      Trials

      The fixed trial options display be default.

    8. Select the Rolling tab in the top right of the Trials dialog box

      The options for defining a rolling trial display.

    9. Enter the number of views to allow in the Number of Views text box

      Note: After saving the rule, and accessing the decision point again, the meters display above the Number of Views text box.

    10. Enter the period in days for which to count the views in the In the Last text box; or use the arrows to increment/decrement the number of days
    11. If required, enter the maximum number of views to allow in a period in the Up to a Maximum Number of Views (Optional) text box, and select the period for which to count the views from the Per drop-down menu

      Note: After saving the rule, and accessing the decision point again, the meters display above the Up to a Maximum Number of Views text box.

    12. Select whether the number of views is measured in unique content or page views from the Trial Type radio buttons
    13. If you want to count pages with different query parameters as different views, select the Count pages with different query parameters separately checkbox
    14. If you want to use a different output for each remaining view, select the Add a Remaining View button and enter the count for which the node output applies in the Remaining Count text box
    15. If you want to report the use of the trial in the Data Layer:
      • Select the Report trial usage in Data Layer toggle
      • Define the information that you want to report by selecting the Report trial credits used and/or Report trial credits remaining toggles
      • Enter the data layer key for the credits used in the Trial credits used data layer key text box, and/or the credits remaining in the Trial credits remaining data layer key text box
    16. If you want to report the maximum views in the data layer:
      • Select the Report max views usage in Data Layer toggle
      • Define the information that you want to report by selecting the Report max views credits used and/or the Report max views credits remaining toggles