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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 12.1
edited by Isaac Mejia
on 2026/03/05 15:46
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To version 1.1
edited by Isaac Mejia
on 2025/12/15 16:15
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1 1  = Lead Flow - Attaching a Trial Package =
2 2  
3 -== Overview ==
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}}
4 4  
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.
5 +To initiate the trial package process, follow these steps:
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 +* - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
8 8  
9 -----
9 +* - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
10 10  
11 -== Step 1: Navigate to Lead Flow Setup ==
11 +* - Trial Package Options: Currently, the only available option is:
12 12  
13 -Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
13 +* - “2 Week Trial Package”
14 14  
15 -== Step 2: Create or Edit a Lead Flow ==
15 +* Note: Additional trial durations may be introduced in future updates.*
16 16  
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.
17 +image:undefined-1.png
18 18  
19 -== Step 3: Select Action Type ==
19 +image:undefined-2.png
20 20  
21 -Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
21 +**Attaching the Lead Flow to a Lead Source**
22 22  
23 -== Step 4: Select a Trial Package ==
23 +Once your lead flow is configured:
24 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.
25 +* - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
26 26  
27 -{{info}}
28 -Additional trial durations may be introduced in future updates.
29 -{{/info}}
27 +* - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
30 30  
31 -[[image:undefined-1.png]]
32 -[[image:undefined-2.png]]
29 +**Package Activation and Expiration**
33 33  
34 -----
31 +* - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
35 35  
36 -== Attaching the Lead Flow to a Lead Source ==
33 +* - Expiration Rule: The package is set to expire two weeks from the account creation date.
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:
35 +image:undefined-3.png
39 39  
40 -**Option A: Assign a lead source directly to a member**
37 +**Important Considerations**
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.
39 +* - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
43 43  
44 -**Option B: Configure Registration to assign a lead source automatically**
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 45  
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 -
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.
50 -{{/warning}}
51 -
52 -----
53 -
54 -== Package Activation and Expiration ==
55 -
56 -* Once assigned, the trial package appears in the member's account.
57 -* The package is set to expire **two weeks** from the account creation date.
58 -
59 -[[image:undefined-3.png]]
60 -
61 -----
62 -
63 -== Important Considerations ==
64 -
65 -{{warning}}
66 -Assigning a trial package does **not** trigger an email to the member by default.
67 -{{/warning}}
68 -
69 -**Recommended Action:** Configure an automated email notification to be sent immediately after the package is assigned to inform the member of their trial access.
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