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Version 10.1 by Isaac Mejia on 2026/03/05 15:38
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Isaac Mejia 1.1 1 = Lead Flow - Attaching a Trial Package =
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Isaac Mejia 5.1 3 == Overview ==
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Isaac Mejia 9.1 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.
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Isaac Mejia 10.1 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.
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Isaac Mejia 9.1 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}}
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Isaac Mejia 9.1 15 == Step 1: Navigate to Lead Flow Setup ==
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Isaac Mejia 5.1 17 Begin by accessing your system's lead flow configuration.
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Isaac Mejia 9.1 19 == Step 2: Select Action Type ==
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Isaac Mejia 5.1 21 Choose **Trial Package** from the Action Type dropdown.
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Isaac Mejia 9.1 23 == Step 3: Select a Trial Package ==
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Isaac Mejia 5.1 25 Currently, the only available option is **2 Week Trial Package**.
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Isaac Mejia 5.1 27 {{info}}
28 Additional trial durations may be introduced in future updates.
29 {{/info}}
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Isaac Mejia 5.1 31 [[image:undefined-1.png]]
32 [[image:undefined-2.png]]
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Isaac Mejia 9.1 34 ----
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Isaac Mejia 5.1 36 == Attaching the Lead Flow to a Lead Source ==
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Isaac Mejia 9.1 38 Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
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Isaac Mejia 9.1 40 **Option A: Assign a lead source directly to a member**
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Isaac Mejia 10.1 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.
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44 **Option B: Configure Registration to assign a lead source automatically**
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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.
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48 {{warning}}
Isaac Mejia 10.1 49 Lead flow actions do not trigger immediately — they are processed periodically in batches. Members may not receive their trial package right away.
Isaac Mejia 9.1 50 {{/warning}}
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Isaac Mejia 5.1 54 == Package Activation and Expiration ==
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Isaac Mejia 9.1 56 * Once assigned, the trial package appears in the member's account.
Isaac Mejia 5.1 57 * The package is set to expire **two weeks** from the account creation date.
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Isaac Mejia 5.1 59 [[image:undefined-3.png]]
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Isaac Mejia 9.1 61 ----
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Isaac Mejia 5.1 63 == Important Considerations ==
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Isaac Mejia 5.1 65 {{warning}}
Isaac Mejia 9.1 66 Assigning a trial package does **not** trigger an email to the member by default.
Isaac Mejia 5.1 67 {{/warning}}
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Isaac Mejia 9.1 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.