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. At any time during this trial period, you can convert a trial to a subscription. At which point, the trial—now a subscription—is relisted on the Customer Management — Renewals page. For more information, see Convert a Trial to an Umbrella Subscription.
Note: A customer's 21 day free trial period does not start until the customer signs into their Umbrella dashboard for the first time.
At any time, including after a trial has expired, you can extend a trial. Trials can be extended three times, with each extension being for a period of seven days.
When starting a new trial, we recommend that you first acquire a Deal ID from the Cisco Commerce Workspace (CCW). You don't need a Deal ID to start a trial; however, you do need a Deal ID to convert a trial to a subscription. Once you have a Deal ID, update the trial and add this Deal ID information. For more information about the Deal ID, see the Cisco Commerce User Guide.
If you have a Deal ID when starting a trial, the Partner console automates the input of customer information.
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 on the type of package to trial. And once you've started a trial of Umbrella, make sure that your customer is up and running and then monitor their use of Umbrella. Also, when starting a trial, you can make a request to access your customer's trial Umbrella dashboard.
- Navigate to Trial Management and click Start New Trial.
- Select I have the Deal ID and then click Next.
Note: You get your Deal ID from CCW.
Customer billing information is automatically added to the Customer Information step.
- On the updated Customer Information step, add at least one Customer Email Address, optionally Request access to customer dashboard and Enable nurture campaign for customer, and then click Next.
This email address is where the Welcome and "nurture" emails are sent. The Welcome email includes important setup information for your trial customer.
You must press Return / Enter to add the email address. Next is disabled until you add at least one email address.
If this not the correct customer billing information, click Reset to clear information and try again. You cannot manually enter customer billing information.
On the Deal Information step, select the SIG Essentials package from the drop-down list, the Package Add-on options are displayed.
From the Package Add-on options, you can select a Remote Browser Isolation (RBI) and either or both the additional add-ons - Cloud Delivered Firewall Layer 7 (CDFW L7) and Data Loss Prevention (DLP).
On the Deal Information step, select the SIG Advantage package from the drop-down list, the Package Add-on options are displayed.
From the Package Add-on options, you can select a Remote Browser Isolation (RBI).
RBI is applicable for SIG Essentials and SIG Advantage, however, you can select only one RBI from the available options.
If this is not the correct customer billing information, click Reset to clear information and try again. You cannot manually enter customer billing information.
Select to ask your customer for access to their trial Umbrella dashboard. Your customer receives an access request through their Umbrella dashboard. Allowing access gives the requester full administrator rights to the customer's dashboard. For more information, see Request Access to Umbrella Dashboard.
If selected, after a trial is created and the customer does not log into their Umbrella dashboard and create an identity, the customer will start receiving "nurturing" email reminders to log in and create an identity. The first reminder email is sent four days after the trial is created.
- Complete deal information and click Next.
For information about various packages available to you, see our Umbrella Package Comparison page.
Number of Seats—You must add at least the minimum number required for the selected Umbrella package:
- Umbrella DNS Security Advantage—01 seat minimum
- Umbrella DNS Security Essentials—01 seat minimum
- Umbrella Platform—500 seat minimum
- Umbrella Insights—01 seat minimum
- Umbrella Profesional—01 seat minimum
- Cisco Umbrella for EDU—01 seat minimum.
If you choose to give your primary visibility into this trial, this third-party contact receives an email report every Monday documenting this trial's strength. If you have done so yet, add contact information for this distributor at Partner Settings > Contacts. For more information, see Add Distributor Contact Information.
- Review trial information and if it is okay, click Start Trial.
If any information is incorrect or requires updating, click Edit to return to that step and make changes as required.
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.
- Once you've 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.
For help getting started with Umbrella, see Umbrella documentation and point your customer to this information, too.
Monitor your trials to make sure that your prospect 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 or convert the trial to an Umbrella subscription.
Expired trials are listed as such on the Trial Management page. You must manually delete trials from the Trial Management page. This is true for expired trials and for trials converted to a subscription. See Delete a Trial.
Updated 6 months ago