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Version 12.1 by Isaac Mejia on 2026/03/05 15:46
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1 = Lead Flow - Attaching a Trial Package =
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3 == Overview ==
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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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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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9 ----
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11 == Step 1: Navigate to Lead Flow Setup ==
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13 Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration.
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15 == Step 2: Create or Edit a Lead Flow ==
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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.
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19 == Step 3: Select Action Type ==
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21 Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list.
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23 == Step 4: Select a Trial Package ==
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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.
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27 {{info}}
28 Additional trial durations may be introduced in future updates.
29 {{/info}}
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31 [[image:undefined-1.png]]
32 [[image:undefined-2.png]]
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34 ----
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36 == Attaching the Lead Flow to a Lead Source ==
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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:
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40 **Option A: Assign a lead source directly to a member**
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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}}
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}}
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54 == Package Activation and Expiration ==
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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.
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59 [[image:undefined-3.png]]
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61 ----
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63 == Important Considerations ==
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65 {{warning}}
66 Assigning a trial package does **not** trigger an email to the member by default.
67 {{/warning}}
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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.