Lead Flow - Attaching a Trial Package

Version 13.1 by Isaac Mejia on 2026/03/05 15:48

Lead Flow - Attaching a Trial Package

Overview

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.

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.

Step 1: Navigate to Lead Flow Setup

Go to Setup > Marketing > Lead Flows to access your lead flow configuration.

Step 2: Create or Edit a Lead Flow

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.

Step 3: Select Action Type

Once you're in the edit action screen, select Assign Trial Package from the Action Type dropdown list.

Step 4: Select a Trial Package

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.

Additional trial durations may be introduced in future updates.

Attaching the Lead Flow to a Lead Source

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:

Option A: Assign a lead source directly to a member

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.

Option B: Configure Registration to assign a lead source automatically

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.

Lead flow actions do not trigger immediately — they are processed periodically in batches. Members may not receive their trial package right away.

Package Activation and Expiration

Once assigned, the trial package appears in the member's account.
The package is set to expire two weeks from the account creation date.

Important Considerations

Assigning a trial package does not trigger an email to the member by default.

Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the member of their trial access.