Trial License Policies and Specifications
Trial License Overview
What Is a Trial License?
A Trial License is a temporary license that allows prospective customers to evaluate an Afficient Academy product before purchasing a regular subscription.
License Duration
7 days
Trial License Fee
- United States: US$9.99
- China: RMB ¥19.99
Applicable Products
- Afficient Math
- Afficient English
Objectives of the Trial License Program
The Trial License program is designed to:
- Provide prospective customers with easy access to Afficient products.
- Increase the number of qualified sales leads.
- Shorten the sales cycle by allowing parents and students to experience the products for a limited period (7 days) before making a purchase decision.
Qualifications for a Trial License
- Students who have never used the product for which the Trial License is requested.
- The student may be an existing user of Afficient Academy but have never used the product
- The student may not be an existing user of Afficient Academy, but the parent has a parent account in MyAA
Trial License Request
- For a student who has never used any Afficient product, the parent has no parent account in MyAA, the parent must provide the following information:
- Student’s first and last name
- Student’s current school grade
- Desired student account password
- Parent’s first and last name
- Parent’s email address (validation needed)
- Parent’s phone number
- Product(s) to be evaluated (Afficient Math and/or Afficient English)
- Desired start date for the 7-day trial of each selected product (within 15 days from the request date)
- Payment information (if paying by credit card)
- For a student who has never used any Afficient product, the parent has a parent account in MyAA, the parent must provide the following information:
- MyAA parent account ID (parent email address) and password
- Student’s first and last name
- Student’s current school grade
- Desired student account password
- Product(s) to be evaluated (Afficient Math and/or Afficient English)
- Desired start date for the 7-day trial of each selected product (within 15 days from the request date)
- For a student who already has an Afficient Academy product (has a username at Afficient Academy), the parent has a parent account in MyAA, the parent must provide the following information:
- Student’s username and password
- Product(s) to be evaluated (Afficient Math and/or Afficient English)
- Desired start date for the 7-day trial of each selected product (within 15 days from the request date)
- For a student who already has an Afficient Academy product (has an username at Afficient Academy), the parent has no parent account in MyAA, the parent must provide the following information:
- Student’s username and password
- Parent’s first and last name
- Parent’s email address (validation needed)
- Parent’s phone number
- Product(s) to be evaluated (Afficient Math and/or Afficient English)
- Desired start date for the 7-day trial of each selected product (within 15 days from the request date)
Afficient Responsibilities
Upon receiving a Trial License request and payment, Afficient will:
- Assign an Account Manager to the trial account.
- Create the trial account and generate the student’s username (if the student has never been with Afficient).
- Create a parent account in MyAA (if applicable) using the provided parent and student information.
- Send the parent an email containing:
- Student login credentials
- Explain what to do with the Trial Account
- Contact information of the assigned Account Manager
- Product introduction videos
- Have the assigned Account Manager send a personalized welcome email to the parent.
Parent and Student Responsibilities
After receiving the Trial Account information, the parent and student should:
- Log in to the product.
- Watch the Diagnostic Test tutorial video.
- Complete the Diagnostic Test.
- Review the personalized Study Plan generated from the test results.
- Initialize the trial account and generate the first Weekly Assignment.
- Watch the Orientation video.
- Begin working on the Weekly Assignment.
- Contact the assigned Account Manager with any questions or technical issues.
Converting a Trial License to a Regular License
Conversion Period
A Trial License may be converted to a regular subscription:
- At any time during the 7-day trial period.
- Up to 45 days after the Trial License expires.
Where to Convert
Parents can convert their Trial License on the Afficient Math and/or Afficient English login page.
Information Required
The parent shall provide:
- Subscription term (1 month, 3 months, 6 months, or 12 months)
- Subscription license start date (within 15 days from the request date)
- Payment information
Trial License Fee Credit
The Trial License fee is non-refundable.
If the Trial License is converted to a regular subscription within three (3) days after the Trial License expires, the Trial License fee will be credited toward the first subscription payment.
7-Day Refund Policy for Regular Accounts Converted from Trail Accounts
The refund policy remains the same for regular licenses converted from the Trail License. The 7-day refund period is counted from the starting date of the regular license.
Support During the Trial Period
Trial License users are entitled to the following support:
- Assistance from the assigned Account Manager for product or technical questions.
- For North American customers using the US server:
- Access to Zoom Q&A sessions.
- For customers using China servers and Non-North American customers using US servers:
- Access to designated subject teachers. (subject teachers will be assigned for Trial accounts in the same way as the regular accounts.)
- Access to local Afficient Learning Centers.
Post-Sale Follow-Up by the Account Manager
After a Trial License is converted to a regular subscription, the assigned Account Manager will schedule an onboarding meeting with the parent to introduce the following:
MyAA Parent Account
- Accessing the parent account (including select password)
- How to change the subscription term
- Managing or terminating automatic renewal
- Setting up and canceling subscription pauses
- Enter more student information (school, location, etc.)
- Enter more parent information (WeChatID, etc.)
- How to add additional courses
- How to add new students
Afficient App
- Downloading and installing the app
- Key features and usage
Weekly Progress Report
- Explanation of each section of the report
Online Supervised Sessions
- How the sessions work
- Enrollment procedure
- Changing or canceling scheduled sessions
System Requirements
Trial License Creation
When a new Trial License is requested, the system shall (for students who do not have Afficient accounts):
- Provide an online form for entering student and parent information.
- Verify the parent’s email address.
- Collect payment information and charge the Trial License fee.
- Create a student username for the Trial License, with user specified password.
- Create the Trial License with user specified trial period.
- Assign the user role as Super Student.
- Put the Trial License students in “Do Not Know” site.
- Add a tag “trial” to the license property
- Automatically create a parent account in MyAA using the available parent and student information.
Trial-to-Regular License Conversion (for a new student)
When a Trial License is converted to a regular subscription, the system shall:
- Allow the parent to select a subscription term.
- Allow the parent to select a subscription starting date.
- Collect payment information and process the subscription payment.
- Update the user account with new information.
- Remove “trial” from the property of the license.
- Update the parent’s account and payment information in MyAA.
Onepot Administration Functions
The Onepot administration system shall support the following Trial License administrative functions:
- Display Trial License user information in the same format as regular subscription accounts.
- Modify the Trial License start date, while keep the length of the license (7 days) unchanged.
- Reset the student’s password.
- Manually initialize a Trial License account.
- Manually generate Weekly Assignments.
- Manually create a new Trial License.
- Assign or change the Account Manager.
- Assign or change the designated Subject Teacher.
- Convert a Trial License to a regular subscription by specifying the subscription term and subscription start date.
- View and update the subscription tuition amount paid.
Reporting
The system shall generate the following monthly reports:
Trial Licenses Created
A report listing all Trial Licenses (by site, by Sales, by Advisor, and Summary) created during the month, including:
- Username
- Product (Afficient Math or Afficient English)
- Trial License start date
- Trial License expiration date
- Account Manager
- Designated subject teacher if applicable
Trial Licenses Converted
A report listing all Trial Licenses (by site, by Sales, by Advisor, and Summary) converted to regular subscriptions during the month, including:
- Username
- Product (Afficient Math or Afficient English)
- Trial License start date
- Trial License expiration date
- Account Manager
- Designated Subject Teacher
- Subscription term
- Subscription start date
- Subscription tuition amount