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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 7.1
edited by Isaac Mejia
on 2026/03/05 14:15
Change comment: There is no comment for this version
To version 12.1
edited by Isaac Mejia
on 2026/03/05 15:46
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.
5 5  
6 -To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
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.
7 7  
8 -== Setup Steps ==
9 +----
9 9  
10 -=== 1. Navigate to Lead Flow Setup ===
11 +== Step 1: Navigate to Lead Flow Setup ==
11 11  
12 -Begin by accessing your system's lead flow configuration.
13 +Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
13 13  
14 -=== 2. Select Action Type ===
15 +== Step 2: Create or Edit a Lead Flow ==
15 15  
16 -Choose **Trial Package** from the Action Type dropdown.
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.
17 17  
18 -=== 3. Select a Trial Package ===
19 +== Step 3: Select Action Type ==
19 19  
20 -Currently, the only available option is **2 Week Trial Package**.
21 +Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
21 21  
23 +== Step 4: Select a Trial Package ==
24 +
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 +
22 22  {{info}}
23 23  Additional trial durations may be introduced in future updates.
24 24  {{/info}}
... ... @@ -26,24 +26,39 @@
26 26  [[image:undefined-1.png]]
27 27  [[image:undefined-2.png]]
28 28  
34 +----
35 +
29 29  == Attaching the Lead Flow to a Lead Source ==
30 30  
31 -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:
32 32  
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.
40 +**Option A: Assign a lead source directly to a member**
35 35  
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 +
36 36  == Package Activation and Expiration ==
37 37  
38 -* Once assigned, the trial package appears in the user's account.
56 +* Once assigned, the trial package appears in the member's account.
39 39  * The package is set to expire **two weeks** from the account creation date.
40 40  
41 41  [[image:undefined-3.png]]
42 42  
61 +----
62 +
43 43  == Important Considerations ==
44 44  
45 45  {{warning}}
46 -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.
47 47  {{/warning}}
48 48  
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.
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.