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Last modified by Isaac Mejia on 2026/03/05 15:49
From version 8.1
edited by Isaac Mejia
on 2026/03/05 14:15
Change comment: There is no comment for this version
To version 1.1
edited by Isaac Mejia
on 2025/12/15 16:15
Change comment: There is no comment for this version

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