How Resellers Can Extend or Increase Free Trial ID Limits for Client Accounts

How Resellers Can Extend or Increase Free Trial ID Limits for Client Accounts

Managing Free Trials for your Clients

When resellers onboard new clients, those accounts are typically placed on a free trial with a default number of identification credits (IDs).

During the trial period, you may need to increase available IDs or extend the trial duration to ensure the client has enough data and time to properly evaluate the platform.


Increasing Free Trial ID Limits

Free trials are created with a default ID limit (500 IDs). If a client needs additional data to assess performance, you can request an increase.

To request an ID increase:

Email Visual Visitor Support with:

  • Client account name
  • Account ID (available in the customer menu)
  • Requested ID limit (example: increase from 500 to 3,000)

What to expect:

  • Updates are typically completed within the same business day
  • A confirmation email will be sent once the change is applied

Extending a Free Trial

If a client needs more time to evaluate the platform, you can request a trial extension.

To request an extension:

Email Visual Visitor Support with:

  • Client account name
  • Account ID
  • Requested new trial end date

Notes:

  • Trial extensions are typically granted for a few additional weeks
  • Longer extensions may require converting the account to a limited paid plan

Converting a Trial to a Paid Account

Once your client is ready to move forward, follow the process outlined in the KBA:

“Convert a Customer from Free Trial to Paid Account”


Tips for Resellers

  • Monitor trial activity: Check your reseller portal for clients who have not installed their tracking script
  • Proactively follow up: Set reminders to check in before the trial ends
    • Related Articles

    • Can I Receive a Notification When a Client Installs the Tracking Script?

      Resellers and agencies who manage multiple client accounts sometimes want an automated notification or API event when a new client successfully installs the Visual Visitor tracking script on their website. This article clarifies what is currently ...
    • Reseller User Permissions

      Visual Visitor Reseller accounts have multiple permission levels to support account management, client access, and security. Each role determines which menus, features, and client accounts are accessible. Reseller User Levels Reseller accounts ...
    • Convert a Customer from Free Trial to Paid Account

      When you're ready to switch a free trial to a paid account - follow the steps below. 1. Go to Reseller > Customers 2. Click the blue edit button next to the account you want to update. 3. Click on End Free Trial. Make Paid Account. 4. Click Update ...
    • Reseller Email Notifications

      As a reseller, you may have questions about which email alerts go where and if they can be controlled. We have options for customizing your alert settings to suit your business needs and never miss a critical update. Optimize your reselling strategy ...
    • Login As your Client Function

      Login As Function If your customer has a question about his or her account, you have two options: you can rely on the customer to send over a screenshot or you can login to the account yourself. This process, known as our Login As (impersonate) ...