Welcome to the Trials page, where you can learn how to run a quick trial of Intros AI for your community.

Check out our step-by-step trial guide below!

1

Create Admin Account & Setup Intros Club

For steps on creating an account, head to the Introduction section if you have not already done so.

Once you’ve created a new Intros Club, go to “Club Settings” to begin customizing your time zone, email button colors, and more!

Follow the process outlined in the “Get Started” flow on the “Dashboard” as well as in the trial guide demo above.

2

Customize Member Profile, Onboarding and Feedback Forms

Now that we’ve created and white-labeled our Intros Club, we can add in custom questions to our onboarding form by heading to “Member Profile”, as well as further customize the onboarding and feedback forms in the “Customization” tab.

3

Add Trial Members

When the above is complete, we can add ~10 trusted members of our community for the trial run. Head to “Members” and select “Add Members.”

Again, for the sake of simplicity, let’s select the “Onboarding Form Link” to copy it to our clipboard. Now, we can directly share this link to the ~10 people we’d like to include in our trial and they’ll be automatically added to our Intros Club upon completion of the form.

4

Explore the Directory & AI Search

Take some time to familiarize yourself with the member’s experience of both the “Directory” and “AI Search”, and determine if you’d like to enable these features for your community. If so, encourage your members to try them out!

5

Schedule Intro Round

Head to “Intro Rounds” and select “Schedule Intro Round”. For this trial, let’s select the “opt-in” flow and send invitations one day before introductions.

Customize your emails within the Intro Rounds flow or on the “Channels” tab.

6

Use Insights & Reports

Use “Insights” & “Reports” to track engagement and feedback as well as download data from members to determine how the trial went.

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Trials FAQs

  • Question: “How long is a typical trial period?”
    • Answer: “For Pro or Enterprise plans, trials usually last anywhere from 2 weeks to 1 month and include 2 Intro Rounds.”
  • Question: “Can I extend my trial period?”
    • Answer: “Yes, we can be flexible with trial periods. We typically run a trial until at least 2 Intro Rounds have been completed, and then transition to a subscription tier.”
  • Question: “What features are included in the trial?”
    • Answer: “This depends on the tier you’re exploring. The key differences across tiers include the number of members, admin accounts, customization level, data integrations, reports, and support level. You can find out more about differences between the tiers on our Pricing page.”
  • Question: “Is the trial period self-serve or is there additional support included?”
    • Answer: “We currently offer a self-serve model. However, we also provide various helpful resources, and are always available to help as needed so you can have a successful trial.”
IntroductionUse Cases