Trigger - Trial Ends
This step uses the "Trial End" date field (a default person's field in Encharge) to trigger an email (or another action) before, after, or when a person's trial ends.
To set up the step, select when you want the trigger to fire:
X days before a trial ends.
When a trial ends - this will match exactly the value date of the "Trial End" field.
X days after a trial ends.
Finally, connect the trigger to an action step. The example below will trigger an email 3 days before the "Trial End" date:
The Trial Ends trigger will start an automation regardless of the customer's paying status. Even if the Customer has converted to a subscription, the trigger will execute nonetheless. To handle this, add a Check Condition Step after the trigger as follows:
Make sure the Check Condition condition is set as the Field that represents the Customer's Subscription Status.
To set up the step, select when you want the trigger to fire:
X days before a trial ends.
When a trial ends - this will match exactly the value date of the "Trial End" field.
X days after a trial ends.
Finally, connect the trigger to an action step. The example below will trigger an email 3 days before the "Trial End" date:
Important note:
The Trial Ends trigger will start an automation regardless of the customer's paying status. Even if the Customer has converted to a subscription, the trigger will execute nonetheless. To handle this, add a Check Condition Step after the trigger as follows:
Make sure the Check Condition condition is set as the Field that represents the Customer's Subscription Status.
Updated on: 25/03/2025
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