Self Hosted Trial Tracking

With self hosted trial tracking, you create and host the trial download request form. In order to use self hosted trial tracking, follow these steps:

1. Create the trial download form to be hosted on your site. See Self Hosted Trial Tracking Form Setup.
2. Optionally compose a welcome email (see Trial Welcome (Product) Mailings) that will be sent to the customer when the trial is initially downloaded.
3. Optionally compose teaser email (see Trial Teaser (Product) Mailings) that is sent to customers who download the trial but do not purchase for a specified number of days.
4. Upload your trial to your ISP or a download location of your choice.
5. Go to the SOLO Server menu Configure / Products, choose your Product that has the trial, and click the drop down Actions / Edit. Update these settings in the Trial Information section:
   • Trial URL - Set this to the URL to download the trial from. This can either be a link to a page on your web site, or a direct link to the download file. This link will be displayed to the customer on the confirmation page with instructions to click it to download the trial. This field will be ignored if the Trial Text HTML field is populated. If you use this field, the following confirmation message will be displayed to the customer:
     Thank you for requesting a trial of Product Name. You may download the file by clicking on the download link below. Click HERE to download.
   • Trial Text HTML - Enter HTML to be displayed to the user on the confirmation page. This will override the default HTML displayed, and override the Trial URL.
     • Optionally, you can leave both of the above fields blank if you are sending a welcome mailing with download instructions. In this case, the following confirmation message will be displayed to the customer:
       Thank you for requesting a trial of Product Name. An email has been sent to the email address you entered, email@email.com. This email contains instructions to download and install the trial.
   • Trial Welcome Mailing - Set to the Trial Welcome (Product) mailing template that was previously created.
   • Trial Teaser Mailing - Set to the Trial Teaser (Product) mailing template that was previously created.
   • Trial Teaser Days Back - Set to the number of days after the trial is downloaded in order to send the Trial Teaser Mailing campaign.
     • In each of the above three cases, your existing custom HTML will be used for the headers and footers on the page.

Whether you are sending mailings or not, we recommend passing in a SuccessURL and a FailureURL from your form. Upon success or failure, SOLO Server will redirect the user to these URLs. This gives you the most control over the information you are providing to the prospect.

Once the initial setup is complete, you can add trials for additional products by creating new forms on your site that submit different ProductIDs and configuring the above settings for the corresponding Products.