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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 10.1
edited by Isaac Mejia
on 2026/03/05 15:38
Change comment: There is no comment for this version
To version 12.1
edited by Isaac Mejia
on 2026/03/05 15:46
Change comment: There is no comment for this version

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6 6  
7 7  The setup works as a chain: a **Lead Source** is linked to a **Lead Flow**, which has a **Trial Package** action attached. When a member is assigned that lead source, the lead flow will process and the trial package will be created on their account.
8 8  
9 -{{info}}
10 -The trial package is not created until the lead flow is first assigned to a member. Configuring the lead flow alone does not generate any packages.
11 -{{/info}}
12 -
13 13  ----
14 14  
15 15  == Step 1: Navigate to Lead Flow Setup ==
16 16  
17 -Begin by accessing your system's lead flow configuration.
13 +Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
18 18  
19 -== Step 2: Select Action Type ==
15 +== Step 2: Create or Edit a Lead Flow ==
20 20  
21 -Choose **Trial Package** from the Action Type dropdown.
17 +You can either create a new lead flow by clicking **Add New** in the top right corner, or edit an existing lead flow's actions by clicking on the number in the **Flow Actions** column.
22 22  
23 -== Step 3: Select a Trial Package ==
19 +== Step 3: Select Action Type ==
24 24  
25 -Currently, the only available option is **2 Week Trial Package**.
21 +Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
26 26  
23 +== Step 4: Select a Trial Package ==
24 +
25 +If a trial package already exists, it will be selectable here. If not, a trial package will be generated automatically the first time a member is assigned this lead flow.
26 +
27 27  {{info}}
28 28  Additional trial durations may be introduced in future updates.
29 29  {{/info}}
... ... @@ -35,7 +35,7 @@
35 35  
36 36  == Attaching the Lead Flow to a Lead Source ==
37 37  
38 -Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
38 +Once your lead flow is configured, go to **Setup > Marketing > Lead Sources** and connect it to a lead source. There are two ways to assign that lead source to members:
39 39  
40 40  **Option A: Assign a lead source directly to a member**
41 41