If eligible, you can upgrade your account to a higher-level plan and try it out before purchasing. Also, if eligible, you can try out some of the new features available in plan add-ons. This test-drive enables you to work with higher plans and additional features before making a final decision to purchase.
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About the trial upgrade
For selected accounts, Zendesk will offer you the opportunity to try out an upgraded version of your account plan or a new feature for a period of 30 days. For example, if you have a legacy Support plan, you may be able to try one of the Zendesk Suite plans. Also, if you have a lower-level Support or Zendesk Suite plan, you may be able to try one of the higher-level Support or Zendesk Suite plans.
Not all accounts are eligible for a trial upgrade. If your account is eligible, you’ll see a notification in your account. Only account owners and billing admins can accept a trial upgrade.
During the trial upgrade period, you can pick a plan or feature, then try it out at no extra cost. Your upgrade choices depend on what plan you currently have. If you decide to purchase the upgrade, your subscription will be adjusted to include the new price.
If you don’t purchase the upgrade, you don’t have to do anything. After 30 days, your account automatically switches back to your current plan at your current price. You’ll have read-only access to anything you created during the trial.
Accepting a trial upgrade
If you see a trial upgrade message in your account, you are eligible for a trial upgrade. There are several locations to view trial upgrade messages in Admin Center, including:
- On the Discover page where you can view suggested upgrades for your account.
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On the Subscription page, the upgrade message appears at the top of the page.
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On the Admin Center home page, the upgrade message appears in the navigation list. It also appears when you search for features that aren't included in your account.
You may also see the upgrade message in other parts of the product.
To start a trial upgrade
- When you see the upgrade notification, click the upgrade link.
You’ll see a list of plans or features to select from for your upgrade.
Depending on which plan you currently have, you may see up to three choices for an upgrade.
You’ll see a description of the features you get with the upgrade followed by a description of how the trial upgrade works.
- You can click through each plan offered to see a description of the features you get with the upgrade followed by a description of how the trial upgrade works.
You can also compare Zendesk plans from the Zendesk pricing webpage.
- To start the trial upgrade, pick a plan, and click Start trial.
A confirmation message appears.
- Click Start trial to confirm.
You’ll see a confirmation screen with links to more information about the new features available in your trial upgrade. The top of the page includes a countdown to show the number of days left in the trial
You can go ahead and try the new features to see how they work for you.
Purchasing your trial upgrade
After 30 days, or before if you prefer, you can purchase the upgraded plan or feature that you’re trying out. After you purchase the upgrade, your plan price is updated to cover the additional cost. If you have questions before you buy, click Chat now to chat with a Zendesk representative.
To purchase the upgrade
- Open your Subscription page and click See details next to the plan you're trialing.
- Click Buy now at the bottom of the Trial details page.
- Follow the instructions in the shopping cart to purchase the upgrade.
The cart includes information about the cost of the upgrade.
If you don’t purchase the upgrade, your account automatically rolls back to the previous plan when 30 days have passed. Any features you added that are part of the upgrade will be viewable, but not editable.
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