Create a basic trial
Create a basic trial for a single feature and user type by following these steps.
To create a basic trial for a single feature and user type, complete the following steps:
- Select from the main menu Products > Features
- 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.
- If you selected an existing feature, select the version for which you want to create a trial.
- Select the user type to which you want to apply the rule We are using the Anonymous user type.
- In the Rules Builder, select the Access segment title.
- Drag the Trials node to your canvas. The Trial dialog box is displayed.
- Enter the number of views to allow in the Limit of field.
- 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.
- 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:
We are using this setting in this example.
- For Anonymous user types, for the session
- For Registered and Customer user types, for one year
-
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.
- Click Save 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
- In a lifetime
- This is the default. The limit applies as follows:
We are using this setting in this example.
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:
