Changes for page Lead Flow - Attaching a Trial Package

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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		-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	+To initiate the trial package process, follow these steps:
6	6
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 triggers and the trial package is created on their account.
	7	+* - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
8	8
9		-{{info}}
10		-The trial package is not created until the lead flow is first assigned to a member. Configuring the lead flow alone does not generate any packages.
11		-{{/info}}
	9	+* - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
12	12
13		-----
	11	+* - Trial Package Options: Currently, the only available option is:
14	14
15		-== Step 1: Navigate to Lead Flow Setup ==
	13	+* - “2 Week Trial Package”
16	16
17		-Begin by accessing your system's lead flow configuration.
	15	+* Note: Additional trial durations may be introduced in future updates.*
18	18
19		-== Step 2: Select Action Type ==
	17	+image:undefined-1.png
20	20
21		-Choose **Trial Package** from the Action Type dropdown.
	19	+image:undefined-2.png
22	22
23		-== Step 3: Select a Trial Package ==
	21	+**Attaching the Lead Flow to a Lead Source**
24	24
25		-Currently, the only available option is **2 Week Trial Package**.
	23	+Once your lead flow is configured:
26	26
27		-{{info}}
28		-Additional trial durations may be introduced in future updates.
29		-{{/info}}
	25	+* - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
30	30
31		-[[image:undefined-1.png]]
32		-[[image:undefined-2.png]]
	27	+* - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
33	33
34		-----
	29	+**Package Activation and Expiration**
35	35
36		-== Attaching the Lead Flow to a Lead Source ==
	31	+* - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
37	37
38		-Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
	33	+* - Expiration Rule: The package is set to expire two weeks from the account creation date.
39	39
40		-**Option A: Assign a lead source directly to a member**
	35	+image:undefined-3.png
41	41
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 triggered for that member.
	37	+**Important Considerations**
43	43
44		-**Option B: Configure Registration to assign a lead source automatically**
	39	+* - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
45	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.
	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.
47	47
48		-{{warning}}
49		-Trial packages assigned through a lead flow are not generated instantly — the job runs periodically, so there may be a short delay before the package appears on the member's profile.
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.