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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 11.1
edited by Isaac Mejia
on 2026/03/05 15:40
Change comment: There is no comment for this version
To version 9.1
edited by Isaac Mejia
on 2026/03/05 15:26
Change comment: There is no comment for this version

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4 4  
5 5  This article walks through how to attach a trial package to a lead flow and connect it to a lead source so members receive it automatically.
6 6  
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.
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 triggers and the trial package is created on their account.
8 8  
9 9  {{info}}
10 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.
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14 14  
15 15  == Step 1: Navigate to Lead Flow Setup ==
16 16  
17 -Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
17 +Begin by accessing your system's lead flow configuration.
18 18  
19 19  == Step 2: Select Action Type ==
20 20  
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35 35  
36 36  == Attaching the Lead Flow to a Lead Source ==
37 37  
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:
38 +Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
39 39  
40 40  **Option A: Assign a lead source directly to a member**
41 41  
42 -Manually assign the lead source to a member's profile. If that lead source has a connected lead flow with a trial package, it will be processed for that member.
42 +Manually assign the lead source to a member's profile. If that lead source has a connected lead flow with a trial package, it will be triggered for that member.
43 43  
44 44  **Option B: Configure Registration to assign a lead source automatically**
45 45  
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46 46  Go to **Setup > Registration** and configure it so that every member created from that area automatically receives a specific lead source. Once assigned, they'll be placed into the connected lead flow and the trial package will be generated.
47 47  
48 48  {{warning}}
49 -Lead flow actions do not trigger immediately — they are processed periodically in batches. Members may not receive their trial package right away.
49 +Trial packages assigned through a lead flow are not generated instantly — the job runs periodically, so there may be a short delay before the package appears on the member's profile.
50 50  {{/warning}}
51 51  
52 52  ----