{"id":9564,"date":"2026-01-21T07:26:58","date_gmt":"2026-01-21T07:26:58","guid":{"rendered":"https:\/\/addify.store\/documentation\/?page_id=9564"},"modified":"2026-01-21T07:36:49","modified_gmt":"2026-01-21T07:36:49","slug":"setting-up-try-before-you-buy-for-woocommerce-general-settings","status":"publish","type":"page","link":"https:\/\/addify.store\/documentation\/woocommerce\/try-before-you-buy-for-woocommerce\/setting-up-try-before-you-buy-for-woocommerce-general-settings\/","title":{"rendered":"Setting Up Try Before You Buy for WooCommerce\u00a0&#8211; General settings"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">General Settings<\/h2>\n\n\n\n<p>From the top menu bar, click on General Settings &gt; Trial Settings and fill in the following details:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Trial Settings<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Apply Trial Period On: From the dropdown, you can select whether to apply trial period on:\n<ul class=\"wp-block-list\">\n<li>Minimum Selection: When multiple trial products are added to the cart, the shortest trial period will be applied to all items.<\/li>\n\n\n\n<li>Maximum Selection: When multiple trial products are added ot the cart, the longest trial period will be applied to all items.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Start Trial when Order Status is: From the following, choose the order status that will activate the trial period:\n<ul class=\"wp-block-list\">\n<li>Processing<\/li>\n\n\n\n<li>Completeed&nbsp;<\/li>\n\n\n\n<li>On hold&nbsp;<\/li>\n\n\n\n<li>Pending Payment<\/li>\n\n\n\n<li>Trial Period<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Trial Fee: Enter trial product service fee charges&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"767\" height=\"398\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-4.png\" alt=\"\" class=\"wp-image-9565\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-4.png 767w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-4-300x156.png 300w\" sizes=\"auto, (max-width: 767px) 100vw, 767px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Email Settings<\/h3>\n\n\n\n<p>Remain on the same page and click on Email Settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trial Start Confirmation: Send an email to the customer when they request a product for the trial<\/li>\n\n\n\n<li>Trial Expiry Email Alerts: Send an email reminder before the trial period ends<\/li>\n\n\n\n<li>Send Email Trial Expired Alerts: Send an email to the customer when their trial has fully expired.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"673\" height=\"372\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-5.png\" alt=\"\" class=\"wp-image-9566\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-5.png 673w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-5-300x166.png 300w\" sizes=\"auto, (max-width: 673px) 100vw, 673px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Return Settings<\/h3>\n\n\n\n<p>Remain on the same page and click on Return Settings:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enable File Uploads for Return Requests: Activate the option to allow customers to add files while submitting a return request&nbsp;<\/li>\n\n\n\n<li>Allowed File Types: Specify which file formats customers can upload&nbsp;<\/li>\n\n\n\n<li>Allow Custom Return Reason: Enable it to let customer provide their own reason for return in addition to pre-defined options<\/li>\n\n\n\n<li>Custom Return Reason: Here you can add customers:\n<ul class=\"wp-block-list\">\n<li>Name&nbsp;<\/li>\n\n\n\n<li>Return reason<\/li>\n\n\n\n<li>Status:\n<ul class=\"wp-block-list\">\n<li>Active&nbsp;<\/li>\n\n\n\n<li>Inactive&nbsp;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Admins can review return requests and choose to approve or reject them&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"519\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-6-1024x519.png\" alt=\"\" class=\"wp-image-9567\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-6-1024x519.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-6-300x152.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-6-768x389.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-6.png 1188w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Button and Message Customization<\/h3>\n\n\n\n<p>Remain on the same page and click on Button and Message Customization:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Apply Try Now Button Custom Styling: Enable to add custom styling to your new try now button<\/li>\n\n\n\n<li>Add custom background and text color&nbsp;<\/li>\n\n\n\n<li>Trial Content templates: choose to show trial content template as:<\/li>\n\n\n\n<li>Pop-up<\/li>\n\n\n\n<li>In-page text&nbsp;<\/li>\n\n\n\n<li>Try Now Button Icon: Add a custom icon before try now text&nbsp;<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"562\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-8.png\" alt=\"\" class=\"wp-image-9573\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-8.png 600w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-8-300x281.png 300w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Track Trial Orders from a Centralized Dashboard<\/h3>\n\n\n\n<p>Once you have configured the general settings, go to the main menu, click on \u201cTrial Dashboard\u201d. Here, admins can view the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Total active trials: Number of trials active till now<\/li>\n\n\n\n<li>Total trials ending this week: Number of trials that will end in the current week<\/li>\n\n\n\n<li>Total kept products: Number of products that are kept by the customers<\/li>\n\n\n\n<li>Total amount of kept products: Total value of the products that have been kept by customers<\/li>\n\n\n\n<li>Total shipping cost: Overall shipping cost for trial products<\/li>\n\n\n\n<li>Total returns: Number of products returned after the trial period<\/li>\n\n\n\n<li>Average return rate: Percentage of trial products that were returned<\/li>\n<\/ul>\n\n\n\n<p>Admins can view an interactive graph for active trials.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"439\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11-1024x439.png\" alt=\"\" class=\"wp-image-9577\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11-1024x439.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11-300x129.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11-768x329.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11-1536x658.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-11.png 1556w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Recent Trial Activity<\/h3>\n\n\n\n<p>From this section, you can view:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Customer name: Name of the customer who has a trial<\/li>\n\n\n\n<li>Product name: Name of the product they selected for trial<\/li>\n\n\n\n<li>Trial status: Current status of the trial:\n<ul class=\"wp-block-list\">\n<li>Kept\u00a0<\/li>\n\n\n\n<li>Returned<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Start date: Date when the trial begins<\/li>\n\n\n\n<li>Expiry date: Date when the trial period ends.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"229\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15-1024x229.png\" alt=\"\" class=\"wp-image-9581\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15-1024x229.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15-300x67.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15-768x172.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15-1536x344.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-15.png 1556w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>Top 5 Popular Trial Products\u00a0<\/strong><\/p>\n\n\n\n<p>From this section, you can view:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Product name<\/li>\n\n\n\n<li>Product SKU<\/li>\n\n\n\n<li>Product Price\u00a0<\/li>\n\n\n\n<li>Total Items<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"211\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10-1024x211.png\" alt=\"\" class=\"wp-image-9576\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10-1024x211.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10-300x62.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10-768x158.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10-1536x316.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-10.png 1556w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Track and Manage Trial Logs<\/h3>\n\n\n\n<p>Go to the main menu and click Trial Logs. Here you can view the following details:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Product Name: Name of the trial product<\/li>\n\n\n\n<li>Order ID: Unique ID of the trial order<\/li>\n\n\n\n<li>Customer name: Name of the customer using the trial<\/li>\n\n\n\n<li>Email: Customer\u2019s email address<\/li>\n\n\n\n<li>Trial Start: Date when the trial began<\/li>\n\n\n\n<li>Trial End: Date when the trial period ends<\/li>\n\n\n\n<li>Trial Status: current status of the trial:\n<ul class=\"wp-block-list\">\n<li>Kept\u00a0<\/li>\n\n\n\n<li>Purchased\u00a0<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Return Reason: Reason provided by the customer for returning the product<\/li>\n\n\n\n<li>Return Status: Status of the returned product:\n<ul class=\"wp-block-list\">\n<li>Approved\u00a0<\/li>\n\n\n\n<li>Rejected\u00a0<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"427\" src=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12-1024x427.png\" alt=\"\" class=\"wp-image-9578\" srcset=\"https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12-1024x427.png 1024w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12-300x125.png 300w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12-768x320.png 768w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12-1536x641.png 1536w, https:\/\/addify.store\/documentation\/wp-content\/uploads\/2026\/01\/image-12.png 1556w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>General Settings From the top menu bar, click on General Settings &gt; Trial Settings and fill in the following details: Trial Settings Email Settings Remain on the same page and click on Email Settings: Return Settings Remain on the same page and click on Return Settings: Button and Message Customization Remain on the same page [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1753,"parent":9550,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"template-parts\/documentation-template.php","meta":{"_themeisle_gutenberg_block_has_review":false,"footnotes":""},"class_list":["post-9564","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Setting Up Try Before You Buy for WooCommerce\u00a0- General settings - Documentation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/addify.store\/documentation\/woocommerce\/try-before-you-buy-for-woocommerce\/setting-up-try-before-you-buy-for-woocommerce-general-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Setting Up Try Before You Buy for WooCommerce\u00a0- General settings - Documentation\" \/>\n<meta property=\"og:description\" content=\"General Settings From the top menu bar, click on General Settings &gt; 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