Guide
Onboarding and Trial
The Onboarding and Trial section brings together the setup of new accounts and the management of the trial period. Here you’ll find the tools that help you complete the basic setup quickly, follow guided configuration steps, and control trial events. The goal is to make the account operational in a short time, while keeping trial limitations clearly managed throughout the trial period.
What can you find in this section?
- Onboarding wizard: basic account setup steps that guide you through the minimum required configuration.
- Guided onboarding: a guided process with checklists and tips to support the setup.
- Trial control panel: manage trial events and review second event gate rules.
When should you use it?
You should come here when you start a new account or want to quickly reconfigure an existing one. The wizard and guided onboarding help ensure that no critical step is missed, while the trial control panel makes sure trial limitations and opportunities are handled properly.