Documentation

Try Before You Buy for WooCommerce

Documentation of Try Before you Buy for WooCommerce.

Installation

Download the .zip file from your WooCommerce account.
Go to WordPress Admin > Plugins > Add New and upload the plugin file you have downloaded.
Install Now and Activate.

More information at Install and Activate Plugins/Extensions.

Initial Setup:

After activating the WooCommerce Try before you buy extension, the “Try before you buy” option will be displayed in the WooCommerce admin menu. Now you can configure the following settings:

Trails Dashboard:

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Open the trails dashboard, where you can monitor the:

Activity Trails: Display the count of trail activity.
Trail ending this week: Display the count of those trials that end this week.
Total kept products: Show the count of total kept products.
Amount of kept products: Display the total amount of products.
Shipping cost: Display total shipping cost.
Total Returns: Display the amount of total returns.
Average Return Rate: Show the average return rate.
Activity Trails: Display all trail activity in a graph.

How to Setup Try Before Buy Rules:

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Click on the Rules option to view all existing rules and create new ones.

All existing rules are displayed in a grid view, where you can easily review their details in a Grid.

Grid Details:

Title: Show the title of the rules.
Rule Status: Show the status of the rule.
Trail periods (Days): Show the number of days for trial periods.
Date: Show the date of rule creation.

To create a new rule, you can click on the “Add New” button and add the following details:

Add Rule:

Rule Title: Add hte custom title for the rule.

Rule Settings:

Enable Rule: Easily enable or disable the rule based on your preference.
Trial Period (In days): Add the total number
Try now button display options: Set the option of the try now button from the dropdown.
Enable monthly quantity Limit: Enable or disable the monthly quantity limit for trails. If enabled:
- Set the Monthly product Limit: Add the custom quantity for trial products.
Enable Monthly Purchase limit per customer: Enable or disable the monthly purchase limit based on your preference. If enabled:
- Set the monthly purchase limit per customer: Add the custom monthly purchase limit for the customer.
Apply to all products: Enable this option if you want to apply the rule to all products.
Product Selection: Add the specific products where you want to apply the rule.
Category Selection: Add the specific categories where you want to apply the rule.
Brand Selection: Add the specific brand where you want to apply the rule.

Restrictions:

User Role based on Restriction: Choose the specific user role to apply the restriction.
Country based Restriction: Choose the specific country or geographical location to apply the restriction.
Shipping Zone-based Restriction: Choose the specific shipping zone to apply the restriction.

Custom Instruction:

Custom Heading for Try Now Template: Add the custom text for the heading that is displayed at the top of Try Now Template.
Custom Instruction for Try Now Template: Add the custom instruction that is displayed at the try now templates.

General Setting:

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In a general setting, you can configure the following settings:

Trial Settings

Trial Period Priority: Set the trial period priority, such as maximum or minimum, from a dropdown.
Start Trials When Order Status is: Add the order status when the customer starts the trial, such as processing, pending, etc.
Trial Fee: Add the fee that is implemented during the trial period.

Email Settings

In the email setting you can configure the following settings:

Trial Start Confirmation: Enable this if you want to send the email to the customer and admin when the trial period starts.
Trial Expiry Reminder: Enable this if you want to send the reminder email for trial expiry.
Trial Expired Notification Email: Enable this to send the trial expiry notification email.

Return Settings:

In the trials products return setting, you can:

Enable file Uploads for Return request: Enable/Disable this option based on your requirements. If enabled:
- Allowed file types: Add the file type, such as jpg, png, or csv, that allows customers to upload for return.
Allow custom return reason: Enable or disable this option. If enabled:
- Custom return reason: Add the custom reason for return.
  - Name: Add the name of the return reason.
  - Return Reason: Add the reason for return.
  - Status: Add the status from the dropdown, such as active/inactive.
  - Action: Edit or remove the reason as needed.
  - Add New: Click Add New to create a new return reason.

Button and Message Customization:

Apply Try Now button custom styling: Enable/Disable this option based on your needs. If enabled:
- Try Button background color: Add a custom color for the button background.
- Try Now button text color: Add a custom color for the button text.
Trials content templates: Select a template from the dropdown to define how the trial content should be displayed to the customer.
- Popup: Select this option to display the trial content in a pop-up window along with a “Try Now” button.
- In page: Select this option to display the trial content directly on the product page.
Try now button icon: Add the icon for the Try Now button.
Save Changes: Click on the save changes button to apply the updates.