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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 1.1
edited by Isaac Mejia
on 2025/12/15 16:15
Change comment: There is no comment for this version
To version 8.1
edited by Isaac Mejia
on 2026/03/05 14:15
Change comment: There is no comment for this version

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1 1  = Lead Flow - Attaching a Trial Package =
2 2  
3 -{{info}}KB: MSI Knowledgebase • Source: [[https://membersolutions-9221154.hs-sites.com/kb/lead-flow-attaching-a-trial-package>>https://membersolutions-9221154.hs-sites.com/kb/lead-flow-attaching-a-trial-package]]{{/info}}
3 +== Overview ==
4 4  
5 -To initiate the trial package process, follow these steps:
6 6  
7 -* - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
6 +To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
8 8  
9 -* - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
8 +== Setup Steps ==
10 10  
11 -* - Trial Package Options: Currently, the only available option is:
10 +=== 1. Navigate to Lead Flow Setup ===
12 12  
13 -* - “2 Week Trial Package”
12 +Begin by accessing your system's lead flow configuration.
14 14  
15 -* Note: Additional trial durations may be introduced in future updates.*
14 +=== 2. Select Action Type ===
16 16  
17 -image:undefined-1.png
16 +Choose **Trial Package** from the Action Type dropdown.
18 18  
19 -image:undefined-2.png
18 +=== 3. Select a Trial Package ===
20 20  
21 -**Attaching the Lead Flow to a Lead Source**
20 +Currently, the only available option is **2 Week Trial Package**.
22 22  
23 -Once your lead flow is configured:
22 +{{info}}
23 +Additional trial durations may be introduced in future updates.
24 +{{/info}}
24 24  
25 -* - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
26 +[[image:undefined-1.png]]
27 +[[image:undefined-2.png]]
26 26  
27 -* - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
29 +== Attaching the Lead Flow to a Lead Source ==
28 28  
29 -**Package Activation and Expiration**
31 +Once your lead flow is configured:
30 30  
31 -* - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
33 +1. **Assign a Lead Source** – Link the trial package lead flow to a specific lead source.
34 +1. **Apply to Users** – Any user associated with this lead source will automatically receive the trial package upon sign-up.
32 32  
33 -* - Expiration Rule: The package is set to expire two weeks from the account creation date.
36 +== Package Activation and Expiration ==
34 34  
35 -image:undefined-3.png
38 +* Once assigned, the trial package appears in the user's account.
39 +* The package is set to expire **two weeks** from the account creation date.
36 36  
37 -**Important Considerations**
41 +[[image:undefined-3.png]]
38 38  
39 -* - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
43 +== Important Considerations ==
40 40  
41 -* - Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.
45 +{{warning}}
46 +Assigning a trial package does **not** trigger an email to the user by default.
47 +{{/warning}}
42 42  
49 +**Recommended Action:** Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.
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