Starting a Trial and creating a subscription

A trial may be started from the Fortified Insight Product Pricing page.

• Click the Start Trial button in the upper right corner of the page to take you to the middle of the Pricing page
  

  • Here there are three options to start a trial, Essentials, Professional, or Enterprise
  • Pick one and click the Start Trial button**** again

• A pop-out wizard will display for setting up the company in WISdom
  

  • select the Number of licenses by clicking on the drop-down menu
    

  • A discount code may be applied in this screen or at the Secure Checkout screen

    • To add a code, click Apply Coupon
    • Enter the code
    • Click the blue arrow that appears once a code is entered
      

  • Click Proceed to Checkout

• The Your Order page will display
  

  • Displayed at the top will be the total charge due at the end of the trial
    • The amount will be payable by year or month, depending on the number and type subscritptions chosen
  • Enter a valid email address.
    • This will be used to send the link for creating an account in WISdom
    • The email address will be the log for the user
  • Click Next

• The Add your account details screen is displayed
  

  • Fill in your First Name, Last Name, and Company name
  • Validate your email address
  • Click Next

• The Complete you order screen displays
  

  • Displayed at the top will be the total charge due at the end of the trial

    • The amount will be payable by year or month, depending on the number and type subscritptions chosen

  • You may add a discount code if it was not added on the Your Order screen

    • Click Apply coupon
    • Enter the code
    • Click the blue arrow button to apply
      

  • Validate your Account information

  • If needed, it may be changed

    • Click the Edit button
      
    • Update your info
      • Click Update

  • Read the Terms of Service and Privacy Policy, then check the box to agree to the terms

  • Click Subscribe

• The account will be created in WISdom

  • Close the dialogue box and close the browser

• An email invitation from Okta will be sent to the email address

  • The email contains a link to set for setting up the user account credentials and logging in to WISdom
    • Click the Activate Okta Account link in the email
      • The Okta account will be a Fortified Okta account used to manage credntials for WISdom
        

• Schedule a Q&A and training session with your customer service rep