Okay, so let's pretend that you're using a "free trial" of your membership, no credit card needed, to demonstrate all the value inside your program and why people should become paid members. It's an excellent strategy but how do you stop people from taking you up on your free trial over and over again? 🤔

The answer is a Tag + an Automation. 

Easy Steps to follow...

For this example, where no payment details are required, you would create an offer in Kajabi, set to free, and you would specify in the product settings how many days the product access should be restricted to: 

Set Automations

Then in the offer automations you would set two automations.

First automation: Apply a tag something like "Free Trial Member" (& remember, if you're granting access to the offer via a form then the automation needs to be "When offer is granted" not "When offer is purchased."

Then automation 2, and for this you will need "advanced automations" active on your account. You would set an automation that says "When offer granted" THEN "Revoke offer" IF the person already has that tag we gave them in automation 1.

The two automations on the offer will look like this (the second automation we created will have the conditional formatting which is only available with advanced automations):

The two automations on the offer will look like this (the second automation we created will have the conditional formatting which is only available with advanced automations):

Let me know how this works for you!

Until the next time!

Meg xx