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Start a New Term Trial

Important

Trials are available only for MSSPs.

Starting a new trial lets you provide a potential customer with free access to Umbrella for 21 days so that a customer can "test drive" Umbrella. When you create a trial, your customer receives a "Welcome to Cisco Umbrella" email that includes a link to your customer's Umbrella dashboard. A customer's 21 days free trial period does not start until the customer logs into their Umbrella dashboard.

At any time during a trial period, you can convert a trial to a paid subscription. For more information, see Convert a Trial to a Subscription.

At any point during the trial, you can extend it, even after it has expired. Trials can be extended three times, with each extension being for a period of seven days. To learn more about extending trials, see Extend a Trial. For additional trial extensions, contact your Cisco Umbrella sales representative.

At the end of the trial period, if the customer has not bought a subscription, the customer's access to Umbrella downgrades to the Premium DNS package.

Before starting a trial, we recommend that you confirm with your customer as to what Centralized Settings should be applied. Determine if these should be Umbrella defaults or customized to meet the customer's needs. When shared with a customer, these settings become available in the customer's Umbrella dashboard and can be selected when configuring policies. For more information, see Configure Centralized Settings.

If you have a Deal ID when starting a Term trial, the Managed Services console automates the input of customer and deal information, otherwise, you must search for an existing customer. Using a Deal ID is optional.

Start a New Term Trial with a Deal ID

  1. Navigate to Customer Management and click Start New Account.
  1. Enter the Deal ID, and click Next.
    **Note: The Deal ID is obtained from CCW.
  1. On the updated Customer Information step, add at least one Customer Email Address and then click Next.
    This email address is where the Umbrella Welcome email is sent. This email includes important setup information for your trial customer. Adding PSA ID is optional. For more information, see Integrate a PSA.

If this is not the correct customer information, click Reset to clear customer information and try again. You cannot manually enter customer information.

  1. Complete deal information and click Next.
    • Package Selection—The package you select determines the Umbrella features available to your customer. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
    • Number of Seats—Represents the number of users covered by Umbrella.
    • License—Reflects the license type selected earlier.
    • Comments—Any comments about the customer or other notes. This is only visible to MSSP admins through the MSSP console.

Umbrella creates the trial and adds it to the Trial Management page. Umbrella sends the Umbrella customer an Umbrella Welcome email that includes login information as well as a link to our Getting Started documentation. The initial 21 day trial period does not start until the customer logs into their Umbrella dashboard for the first time.

  1. Once you have created a trial, check in with your customer to confirm that a Welcome email has been received and that your customer has successfully signed into the Umbrella dashboard and configured at least one identity.
    The Trial Management overview page, as well as the Trial's details page, lists the trial's strength, which indicates its use by the trial customer:
    • or N/A—Customer has not logged into their Umbrella dashboard.
    • Low—Customer has logged into their Umbrella dashboard, but have not created an identity
    • Medium—Customer has logged into their Umbrella dashboard, has created an identity, but has not yet sent traffic.
    • High—Customer has logged into their Umbrella dashboard, has created an identity, and has sent traffic.

The new trial can be seen under the Trials tab of the Customer Management section of the MSSP console. You can review the trial period here, and can click on the customer to see more information. Umbrella sends the customer an email to welcome them to Umbrella, which includes login information as well as a link to our Getting Started documentation.

Note: The trial is not officially started until the customer logs in to the dashboard for the first time.

Monitor your trials to make sure that your customer has successfully started using Umbrella. As well, keep tabs on when trials are set to expire. Check-in with expiring trials and either extend them as necessary or convert the trial to a subscription.

Expired trials are listed as such on the Trial Management page. You must manually delete expired trials from the Trial Management page.

To convert a trial to a subscription, contact your Umbrella sales representative. For more information, see Convert a Trial to a Subscription.

Start a New Term Trial without a Deal ID

  1. Navigate to Customer Management and click Start New Account.
  1. Select I don't have a Deal ID and Continue without Deal ID, and click Next.

**Note: The Deal ID is obtained from CCW.

  1. On the updated Customer Information step, search for a customer and click on their name.
  1. The customer's name and address is added automatically. Add at least one Customer Email Address and then click Next.
    This email address is where the Umbrella Welcome email is sent. This email includes important setup information for your trial customer.
    If this is not the correct customer information, click Previous to clear customer information and try again. You cannot manually enter customer information.
  1. Complete Deal Information and click Next.
    • Package Selection—The package you select determines the Umbrella features available to your customer. For information about packages, see our MSSP Partners page. Scroll down to the "Umbrella for MSSPs Offerings" section.
    • Number of Seats—Represents the number of users covered by Umbrella.
    • License—Reflects the license type selected earlier.
    • CCW Deal Owner—The email address(es) of the Managed Services Console admin who will manage the deal in CCW for this trial.
    • Comments—Any comments about the customer or other notes. This is only visible to Managed Services Console admins through the Managed Services Console.
  1. Review the Summary information, then click Submit to begin the trial.

The new trial can be seen under the Trials tab of the Customer Management section of the Managed Services Console. You can review the trial period here, and can click on the customer to see more information. Umbrella sends the customer an email to welcome them to Umbrella, which includes login information as well as a link to our Getting Started documentation.

Note: The trial is not officially started until the customer logs in to the dashboard for the first time.

Monitor your trials to make sure that your customer has successfully started using Umbrella. As well, keep tabs on when trials are set to expire. Check-in with expiring trials and either extend them as necessary or convert the trial to a subscription.

Expired trials are listed as such on the Trial Management page. You must manually delete expired trials from the Trial Management page.

To convert a trial to a subscription, contact your Umbrella sales representative. For more information, see Convert a Trial to a Subscription.


Managing Customer Trials < Start a New Term Trial > Start a New MSLA Trial

Updated 4 months ago

Start a New Term Trial


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