How the 15-day trial works
Welcome aboard! When you first sign up with Help Scout, you're placed on the Plus plan for a 15-day no obligation trial. There are many awesome features to take advantage of during the trial, and it also gives you a great chance to poke around and get a feel for the product.
During this time, you have access to all of Help Scout's features, including Workflows, Reports, and the API. There are absolutely no limitations during the trial, and you can add as many User accounts as you'd like. Docs, Help Scout's knowledge base, is not included by default in the trial, but you're welcome to install it and test it out.
In this article
First things first: let's get you signed up!
On the next screen, you'll be asked to enter a six-digit code. The code will be sent to the email you used to sign up with for Help Scout (ie. firstname.lastname@example.org)
Your confirmation email will look like the one below. Type the code back into the box in Help Scout, click the blue check mark button, and you'll be directed to your new mailbox.
Within the Help Scout trial, all of our features are included for you to get the most of the trial as possible. We're positive they will help make your support life easier! Check them out:
- Adding as many team members as you'd like to the account
- Using Workflows to create custom folders or automate a group of actions
- Using Tags to organize conversations
- Creating Saved Replies to answer frequently asked questions
- Keeping track of your performance with reports
- Using the API to build out something custom or read/write data to your mailboxes
- Adding some of the 50+ integrations we offer to access your favorite services
If you're on the Plus plan trial, you'll have access to all of the above, as well as the following:
- Creating Custom Fields to categorize and organize conversations
- Setting up Teams to easily assign conversations to groups of Users
- Add as many mailboxes as you'd like
What happens after my trial?
At the end of the trial, if you decide to stick around (and we'd love to have you!), you will be prompted to either upgrade to the Standard plan or Plus plan, or downgrade to the Basic plan. The Account Owner (the individual who set up the account) can make the choice from the Your Plan page. We keep it simple with only 3 plans, and you can find all the details about each of them in the Price and Plans guide.
All of your mailbox settings, conversations, and customer profiles will stay put! If you installed Docs during the trial, any content you created before the trial will not be touched.
Do I have to wait 15 days before upgrading/downgrading?
Not at all! If you've fallen in love with Help Scout, you can upgrade or downgrade at any time under the Your Plan page. If you don't have access to that page, you will need to reach out to the Account Owner, who is the only one with access to the billing portion of the account.
My account was deleted, but I still need to test things out!
We understand life gets busy, so we're happy to restore your account on our end. Send us a quick email and we'll take care of it.
Will I be charged at the end of the trial?
You won't be charged unless you upgrade to either of the paid plans, and input a credit card number into the Plan Details section of your account.
How much will Docs be after I've upgraded/downgraded?
With the Basic plan, you will have one limited Docs site included (one public site with a public collection); any extra site will be $20/site/month. If you decide to upgrade to the Standard plan, you will have one Docs site included; with the Plus plan, you have three sites included. Any additional sites after that will be $20/site/month.