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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 6.1
edited by Isaac Mejia
on 2026/03/05 14:14
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To version 4.2
edited by Isaac Mejia
on 2025/12/15 18:22
Change comment: Update document after refactoring.

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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 -To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
5 +To initiate the trial package process, follow these steps:
6 6  
7 -== Setup Steps ==
7 +* - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
8 8  
9 -=== 1. Navigate to Lead Flow Setup ===
9 +* - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
10 10  
11 -Begin by accessing your system's lead flow configuration.
11 +* - Trial Package Options: Currently, the only available option is:
12 12  
13 -=== 2. Select Action Type ===
13 +* - “2 Week Trial Package”
14 14  
15 -Choose **Trial Package** from the Action Type dropdown.
15 +* Note: Additional trial durations may be introduced in future updates.*
16 16  
17 -=== 3. Select a Trial Package ===
17 +image:undefined-1.png
18 18  
19 -Currently, the only available option is **2 Week Trial Package**.
19 +image:undefined-2.png
20 20  
21 -{{info}}
22 -Additional trial durations may be introduced in future updates.
23 -{{/info}}
21 +**Attaching the Lead Flow to a Lead Source**
24 24  
25 -[[image:undefined-1.png]]
26 -[[image:undefined-2.png]]
23 +Once your lead flow is configured:
27 27  
28 -== Attaching the Lead Flow to a Lead Source ==
25 +* - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
29 29  
30 -Once your lead flow is configured:
27 +* - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
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.
29 +**Package Activation and Expiration**
34 34  
35 -== Package Activation and Expiration ==
31 +* - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
36 36  
37 -* Once assigned, the trial package appears in the user's account.
38 -* The package is set to expire **two weeks** from the account creation date.
33 +* - Expiration Rule: The package is set to expire two weeks from the account creation date.
39 39  
40 -[[image:undefined-3.png]]
35 +image:undefined-3.png
41 41  
42 -== Important Considerations ==
37 +**Important Considerations**
43 43  
44 -{{warning}}
45 -Assigning a trial package does **not** trigger an email to the user by default.
46 -{{/warning}}
39 +* - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
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.
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.
42 +