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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 13.1
edited by Isaac Mejia
on 2026/03/05 15:48
Change comment: There is no comment for this version
To version 10.1
edited by Isaac Mejia
on 2026/03/05 15:38
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 +
9 9  ----
10 10  
11 11  == Step 1: Navigate to Lead Flow Setup ==
12 12  
13 -Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
17 +Begin by accessing your system's lead flow configuration.
14 14  
15 -== Step 2: Create or Edit a Lead Flow ==
19 +== Step 2: Select Action Type ==
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.
18 -[[image:undefined-2.png]]
21 +Choose **Trial Package** from the Action Type dropdown.
19 19  
20 -== Step 3: Select Action Type ==
23 +== Step 3: Select a Trial Package ==
21 21  
22 -Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
25 +Currently, the only available option is **2 Week Trial Package**.
23 23  
24 -== Step 4: Select a Trial Package ==
25 -
26 -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.
27 -
28 28  {{info}}
29 29  Additional trial durations may be introduced in future updates.
30 30  {{/info}}
31 31  
32 32  [[image:undefined-1.png]]
32 +[[image:undefined-2.png]]
33 33  
34 34  ----
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