Changes for page Lead Flow - Attaching a Trial Package

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2	2
3	3	== Overview ==
4	4
5		-To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
	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		-== Setup Steps ==
	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		-=== 1. Navigate to Lead Flow Setup ===
	9	+----
10	10
11		-Begin by accessing your system's lead flow configuration.
	11	+== Step 1: Navigate to Lead Flow Setup ==
12	12
13		-=== 2. Select Action Type ===
	13	+Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
14	14
15		-Choose **Trial Package** from the Action Type dropdown.
	15	+== Step 2: Create or Edit a Lead Flow ==
16	16
17		-=== 3. Select a Trial Package ===
	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, which will bring you to the list of actions assigned to that lead flow.
	18	+[[image:undefined-2.png]]
18	18
19		-Currently, the only available option is **2 Week Trial Package**.
	20	+== Step 3: Select Action Type ==
20	20
	22	+Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
	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	+
21	21	{{info}}
22	22	Additional trial durations may be introduced in future updates.
23	23	{{/info}}
24	24
25	25	[[image:undefined-1.png]]
26		-[[image:undefined-2.png]]
27	27
	34	+----
	35	+
28	28	== Attaching the Lead Flow to a Lead Source ==
29	29
30		-Once your lead flow is configured:
	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	31
32		-1. **Assign a Lead Source** – Link the trial package lead flow to a specific lead source.
33		-1. **Apply to Users** – Any user associated with this lead source will automatically receive the trial package upon sign-up.
	40	+**Option A: Assign a lead source directly to a member**
34	34
	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	+
35	35	== Package Activation and Expiration ==
36	36
37		-* Once assigned, the trial package appears in the user's account.
	56	+* Once assigned, the trial package appears in the member's account.
38	38	* The package is set to expire **two weeks** from the account creation date.
39	39
40	40	[[image:undefined-3.png]]
41	41
	61	+----
	62	+
42	42	== Important Considerations ==
43	43
44	44	{{warning}}
45		-Assigning a trial package does **not** trigger an email to the user by default.
	66	+Assigning a trial package does **not** trigger an email to the member by default.
46	46	{{/warning}}
47	47
48		-**Recommended Action:** Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.
	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.