Creating a Trial Bundle that Auto-Converts to Paid

Add two products to the bundle

Make sure the trial is setup in Zuora to trigger off the contract effective date

Make sure the paid product is setup to trigger off the service activation date

Set the term of the trial to be x days

Configure the segment settings defaults

  • contract effective = enter the number of days to start after the term start date
  • service activation = enter the number of days to start after the contract effective date