Trial Profit Generator

How to create a Paid Trial Profit Generator.

Maddison Black avatar
Written by Maddison Black
Updated over a week ago

Paid Trial Profit Generators (known as "Trial PGs" to the Pros) are the most convenient way to book your Trials for both you and your leads! They will allow your leads to register for your trials, pay for them (if applicable), book their first appointment, and sign your Digital Waiver without ever having set foot in your school. This will save you time, and give your leads the opportunity to commit to coming in to your school at times you may not be in the office to help them. 

Here are some step-by-step instructions on how to set this up! 

  1. Go to Sales > Profit Generators: 


2. Then click to Add a New Profit Generator:


3. Choose Type of PG as Paid Trial (if it is free, you'd still choose this option, simply charge $0 for it.).

4. Then Choose the Category of Income - this is what category you would like to find payments for this Profit Generator listed under in your financial reporting.

If you do not see a Category of Income that you would like to use, you can add in more in your Settings. Click here to see more info on how to do that: 

5. Choose your Profit Generator For Type: 

The Short Form asks for First Name, Last Name, Email Address, and Mobile Number. 

The Long Form asks for First Name, Last Name, Email Address, Mobile Number, Home Number, Address, City, State, Postal Code, How did you hear about us?, and Gender. 

6. Choose an Offer Expires date. If you never want this to expire, click "Never Expires:

7. Price Label: This is section is just for you. It is a note of what is being sold, like "Free One on One Intro," "Free Trial Class," or "3 Classes for $19.99."

8. Enter the Description and Pricing: 

The Description will simply be what they are purchasing, or signing up for, like "3 Class Special" or "Free Intro Class."

The Price is how much you will be charging for each individual that signs up. We let up to 3 people sign up at one time, so you can even offer different pricing for the second and 3rd registrants, if you would like! 

*** If this is a Free Trial, simply enter "0" for each participant.


9. How Many Trial Sessions: 

This section will allow you to choose how many classes or lessons are included in this trial. When these trial students come in, as they mark attendance, the number f lessons will count down each time! 

10. Profit Generator Title:

This will head up the Profit Generator landing page and help show your registrants what they are signing up for. Examples would be "4-Week for $99 + a Free Uniform!" or "Free Intro Karate Class, Ages 7-12."


11. Welcome Message: 

This section is a short message, welcoming your prospective signups to the page and to let them know what they need to do to sign up.
You can also enter any pictures or videos you would like, to help motivate them to complete the signup process! 😃


12. Details on When/Times/Where: 

These are the details of the Trial, that you can enter! Anything in this section will be emailed to them when they register for this Profit Generator.

If you'd like to know how to add a video to a Profit Generator, click here: 

13. Final Note: 

This is a Thank you page, registrants will be sent to after they sign up. You can put in any notes you would like them to see. 



If you choose to have them redirect to a Waiver or another site, there will be a continue button on this page that they must click to be redirected:

14. Set up your email to send out after the registration is complete.

Your registrants will receive a confirmation email of their purchase, containing all of the information in the Details section of the Profit Generator. You can create a secondary email to send them to give them more information about what to expect, what to wear, and any other info you would like them to know! This email will send to them moments after they register for the Profit Generator.

15. Sold Out Message

If this Profit Generator expires or has reached a set capacity, this section will show when they click the Profit Generator link. You can choose what message you would like them to see! You can even insert another Profit Generator link to direct them to a current trial or event you would like to have them sign up for instead!  

16. Terms of Service and Conditions: 

This section is to enter any terms you would like them to agree to before registering for the Profit Generator. This is not the place you would enter a Digital Waiver, it will simply require them to check a box that says "I Agree to the Terms and Conditions."

17. Registration Capacity: 

If you have only a certain number of registrations you would like to allow for this Profit Generator, enter it here. If you would like to allow unlimited registrations, enter "0."


18. Logo: 

If you have a logo uploaded, it will show here. If not, you can choose to upload a new logo. 

This is optional, but choosing a theme can make your Profit Generator look more complete and professional. 

If you are with FCOM, SKILLZ, or HYPER, you can use the ones labeled accordingly. If you are not with those companies, you can use any of these themes:
​ 

20. Map/Contact Info Settings:

After your Profit Generator is saved, you can add in your map and contact info, and check the boxes for each, then be sure to save the Profit Generator. 


The map will be a Google Map and the Address will show the Address in your Account Settings. 


21. Header and Footer Images

Adding Header and Footer images to your Profit Generators can also make them look more professional and complete.
Simply click "Choose File" to select and upload the header and footer images you would like to use!

The Header Image must be 990px wide by 160px high

The Footer Image must be 990px wide by 210px high 

22. Google Analytics and Facebook Pixel: 

You can use your Google Analytics or Facebook Pixel code by pasting it in this box: 


23. Redirect URL Upon Successful Completion:

This section will allow you to enter a url you would like them to be directed to after they visit the thank you page.
If you are wanting them to sign a waiver after they register, this is where to put the waiver link! 


24. Tags Upon Successful Completion: 

You can have this Profit Generator automatically tag the contacts that register for this Profit Generator. Simply check the box next to the Tag(s) or Flow Tag(s) you would like to have added when they register.

25. Allow Them to Schedule Their First Appointment Online: 

You can allow your registrants for Trial Profit Generators to schedule their first class or intro lesson using Available Appointments in your Appointment Book. 


Simply Check the box next to "Allow them to book online:"

Then choose "Trial Lesson" as the Available Appointment Type:

Next, Choose the Trial Lesson Type you would like to offer the contacts that register for this Trial Profit Generator: 


If you are unfamiliar with how to set up Available Appointments, click here: 


If you would like to see how to add in Trial Lesson types, to ensure that specific ages or styles are only able to book certain time slots through Trial Profit Generators, click here:


26. Coupon Codes: 

You can create coupon codes for your registrants to use to take a percentage or amount off of the total price.

To create a coupon code, create the code you would like to use:

Enter a description of what this Coupon code is for:


Choose if it is an amount or percentage off the total:

Choose the discount percentage or Dollar amount off the total this Coupon Code will apply:


Choose an expiration date for this coupon, or if it does not expire, simply check the box next to "Never Expires."

To save this Profit Generator, click "Next."

You will then be led to your Profit Generator's unique URL:

You can post this link anywhere, or redirect to it from a Web Form/Lead Capture Form to allow your leads to immediately sign up and pay for your trial, and book their first appointment online! 


Here is a quick video on how to set up your Trial Profit Generator:



As always, thank you for being a RainMaker and let us know if you have any questions! 😃

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