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Create an advanced trial

Create an advanced trial using a consumption tracker for Anonymous and Registered user types across HTML and SDK features.

You can configure advanced trials to use a shared consumption tracker across multiple user types and feature implementations, including HTML and SDK features. When the same consumption tracker is used, trial usage is shared across the configured implementations and user types.

Repeat this procedure for each user type and feature implementation that must share the same consumption tracker.

This allows users to consume the same trial across your website and app experiences.

To create an advanced trial, complete the following steps:

  1. Select Products > Features from the main menu.
  2. 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.
  3. If you selected an existing feature, select the required feature version.
  4. In the Rules Builder, select the Access segment title.
  5. Drag the Trials node to your canvas. The Trial dialog box is displayed.
  6. Select Advanced .
  7. Configure the trial limit:
    1. Enter the number of views to allow in the Limit of field. For Anonymous users, we have set a limit of ten views. For Registered users, we have set a limit of 15 views.
      This means that as an Anonymous user, your end user can use up to ten views before needing to register. When the end user registers, the number of views they had in the Anonymous trial is included in the number of rules counted in the Registered trial. For example if an anonymous end user views five articles and then registers, the count measured against the Registered user type limit starts at five. This means that the user has ten further views before they encounter the limit set for the Registered user type.
    2. 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 - Counts each unique article viewed by the user.
      • Page View(s) - Counts all page views, including repeated views of the same page.
    3. Select the period for which the limit applies:
      • In a lifetime - Select the period for which the limit applies:
      • In a calendar - Applies within a calendar period. Select:

        • Week (Monday to Sunday)
        • Month (from the first day of the month)
        • Day
      • In the last - Applies within a rolling period. Enter the number of days to include.
  8. Configure a maximum usage limit:
    1. Enter the maximum number of views allowed in the defined period in the With a maximum of field For the Anonymous user type, we have set a limit of three views. For the Registered user type, we have set a limit of five views.
    2. Select the period for which the limit applies from the second drop-down. The options are as follows:
      • Day - This is the default. Select Day to measure the period by the day.
      • Week - Select Week to measure the period from Monday to Sunday.
      • Month - Select Month to measure the period from the 1st of the month.
      • Lifetime - The limit applies as follows:
        • For Anonymous user types, for the session
        • For Registered and Customer user types, for one year
  9. Set the Consumption Tracker, as follows:
    1. Expand the Consumption Tracker section.
    2. Choose one of the following options:
      • Use an Existing Tracker - Enter the tracker name in the search field and select the tracker. Or select Or browse all trackers to select an existing tracker from the list.

      • Create a New Tracker - Enter a name in the Tracker Name field.

  10. Optional: Configure mid-trial experiences:
    1. Expand the Mid Trial Experiences section.
    2. Select Add A Remaining View.
    3. Enter the remaining view count that triggers a different experience or output. Repeat this step to add additional remaining-view experiences.
  11. Optional: Configure data layer reporting:
    1. Expand the Data Layer section.
    2. Enable the Report trial usage in Data Layer toggle.
    3. Configure the required data layer keys:
      • Trial credits used data layer key

      • Trial credits remaining data layer key

      • Max credits used data layer key

      • Max credits remaining data layer key

      Note: The Data Layer options are not displayed if you are using an SDK implementation.
  12. Click Save.
  13. Save and publish this rule.

The advanced trial is added to the Rules Builder and tracks user consumption based on the configured limits and consumption tracker settings.