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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 8.1
edited by Isaac Mejia
on 2026/03/05 14:15
Change comment: There is no comment for this version

Summary

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2 2  
3 3  == Overview ==
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.
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.
6 +To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
8 8  
9 -----
8 +== Setup Steps ==
10 10  
11 -== Step 1: Navigate to Lead Flow Setup ==
10 +=== 1. Navigate to Lead Flow Setup ===
12 12  
13 -Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
12 +Begin by accessing your system's lead flow configuration.
14 14  
15 -== Step 2: Create or Edit a Lead Flow ==
14 +=== 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]]
16 +Choose **Trial Package** from the Action Type dropdown.
19 19  
20 -== Step 3: Select Action Type ==
18 +=== 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.
20 +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]]
27 +[[image:undefined-2.png]]
33 33  
34 -----
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:
31 +Once your lead flow is configured:
39 39  
40 -**Option A: Assign a lead source directly to a member**
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.
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.
43 -
44 -**Option B: Configure Registration to assign a lead source automatically**
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 54  == Package Activation and Expiration ==
55 55  
56 -* Once assigned, the trial package appears in the member's account.
38 +* Once assigned, the trial package appears in the user's account.
57 57  * The package is set to expire **two weeks** from the account creation date.
58 58  
59 59  [[image:undefined-3.png]]
60 60  
61 -----
62 -
63 63  == Important Considerations ==
64 64  
65 65  {{warning}}
66 -Assigning a trial package does **not** trigger an email to the member by default.
46 +Assigning a trial package does **not** trigger an email to the user by default.
67 67  {{/warning}}
68 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.
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.