Setting Up Try Before You Buy for WooCommerce – Rule Creation

Creating New Try Before You Buy Rules

Navigate to WordPress Dashboard> WooCommerce > Try before you buy and click on Rule. After clicking it, you can view the rule log. Here you can:

  • Create new rules 
  • View a detailed list of rules with the following information:
    • Title 
    • Priority 
    • Status 
  • Make changes to the rules by clicking on “Edit.”
  • Change the status of the rule by simply enabling or disabling it.

Now click on “ Add Rule” and fill in the following details:

Rule Settings

  • Add custom rule title 
  • Enable rule: Activate the option to enable rule settings; if it remains disabled, the rule will not be applied
  • Trial Period: Enter the trial period duration for specifc number of days 
  • Show “Try Now” button: From the dropdown, you can choose to:
  • Adda  new try button
  • Replace add-to-cart with try now 
  • Enable Monthly Product Quantity Limit: Activate the option to:
  • Set Monthly Product Quantity Limit: Enter the number of products a customer can try each month.
  • Enable Monthly Purchase Limit Per Customer: Activate the option to:
  • Set Monthly Purchase Limit Per Customer: Restrict the total number of trial orders a customer can place in a month.
  • Apply to all products: enable this option if you want to apply trial duration on all products, disable it to add desired items
  • Product Selection: Choose products for which you want to offer a trial
  • Category Selection: Choose categories for which trials should be available 
  • Brand Selection: Choose specific brands eligible for the trial option 

Restrictions

  • User Roles Based Restriction: Select specific user roles that are allowed to access the trial. Leave it empty to apply it to all
  • Country-Based Restriction: Limit trial availability to selected countries.
  • Shipping Zone Based Restriciton: Restrict trials to specific shipping zones 

Custom Instructions

  • Custom Heading for Try Now Template: Add custom heading 
  • Custom Instruction for Try Now Template: Add custom guidelines for customers