Understand the Secure Trial Workflow

Starting and then managing a trial of a Cisco secure product involves more than just clicking Create New Trial. Let's review the basic steps you should take.

Before you start a trial, create a quote or deal registration through the Cisco Commerce Workspace (CCW). This generates a Deal ID that you will need for your trial. You can start a trial without a Deal ID, but you will not be able to convert the trial to a subscription without one. For more information, see the Cisco Commerce User Guide.

Start a new trial through the Cisco Secure Trials Console (STC). Detailed steps for doing this are provided on the Start a New Trial page.

When you start a trial, your prospective customer receives a welcome email that includes login information as well as a link to documentation that will help your customer get started with the product.

Your prospective customer can trial a Cisco secure product for 30 days and you can extend only one time for 14 days. During the course of this trial period, monitor your prospective customer's use of a Cisco secure product so that you can show the value the Cisco secure product adds.

When a prospective customer decides to purchase a Cisco secure product, convert their trial into a paid subscription. Detailed steps for doing this are provided on the Convert a Trial page. Once a trial is converted to a subscription, its status is changed to Converted.

If your customer's trial is not converted into a subscription and expires, disable it in the console. Detailed steps for doing this are provided on the Disable a Trial page.

If, during the trial period, your prospective customer granted you access to their dashboard (applicable only to Umbrella trials), advise them to remove this access when the trial ends.

And of course, continue to support your new customer. From time to time, check in with your customer and confirm that everything is all right.