Changes for page Lead Flow - Attaching a Trial Package

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1	1	= Lead Flow - Attaching a Trial Package =
2	2
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}}
	3	+== Overview ==
4	4
5		-To initiate the trial package process, follow these steps:
	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		-* - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
	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		-* - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
	9	+----
10	10
11		-* - Trial Package Options: Currently, the only available option is:
	11	+== Step 1: Navigate to Lead Flow Setup ==
12	12
13		-* - “2 Week Trial Package”
	13	+Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
14	14
15		-* Note: Additional trial durations may be introduced in future updates.*
	15	+== Step 2: Create or Edit a Lead Flow ==
16	16
17		-image:undefined-1.png
	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	18
19		-image:undefined-2.png
	19	+== Step 3: Select Action Type ==
20	20
21		-**Attaching the Lead Flow to a Lead Source**
	21	+Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
22	22
23		-Once your lead flow is configured:
	23	+== Step 4: Select a Trial Package ==
24	24
25		-* - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
	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	26
27		-* - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
	27	+{{info}}
	28	+Additional trial durations may be introduced in future updates.
	29	+{{/info}}
28	28
29		-**Package Activation and Expiration**
	31	+[[image:undefined-1.png]]
	32	+[[image:undefined-2.png]]
30	30
31		-* - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
	34	+----
32	32
33		-* - Expiration Rule: The package is set to expire two weeks from the account creation date.
	36	+== Attaching the Lead Flow to a Lead Source ==
34	34
35		-image:undefined-3.png
	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:
36	36
37		-**Important Considerations**
	40	+**Option A: Assign a lead source directly to a member**
38	38
39		-* - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
	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.
40	40
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.
	44	+**Option B: Configure Registration to assign a lead source automatically**
42	42
	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.