QUESTION   What are the benefits of a Workplace trial account?

ANSWER  There are several advantages to setting up a trial account for a potential customer, and it's easy to do!


  • Trials are a risk-free way for a prospective customer to try before they buy. The Workplace trial lasts for 30 days with full access to all features. If they choose not to buy, their trial is automatically deactivated at the end of the 30-day period. If they decide to buy, you can easily convert their trial team into a paying team (refer to Convert a trial to a paying customer
  • In conjunction with an effective discovery process directed at understanding your prospect's needs and pain points, an trial period can help you walk potential customers through how Workplace will add value to their business.

  • Trials are a great opportunity to engage further with the prospect, allowing you to highlight how you will on-board and support them, and to discuss the benefits of your other service offerings.

How do I create a Workplace trial?

There are two primary ways to create a trial team:

  • Use your trial team sign-up URL. Go to the Teams page, click the Show Signup URL button. A popup window displays. Simply add this link to your website, or to your marketing campaigns. Trial teams created using this URL will automatically be created under your partner account.

NOTE  To learn how to brand your Workplace site (including your trial signup page and Workplace trial sites), refer to Workplace Branding.