Wiki source code of Lead Flow - Attaching a Trial Package

Version 5.1 by Isaac Mejia on 2026/03/05 14:14

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1.1	1	= Lead Flow - Attaching a Trial Package =
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5.1	3	== Overview ==
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5.1	5	To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
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5.1	7	== Setup Steps ==
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5.1	9	=== 1. Navigate to Lead Flow Setup ===
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5.1	11	Begin by accessing your system's lead flow configuration.
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5.1	13	=== 2. Select Action Type ===
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5.1	15	Choose Trial Package from the Action Type dropdown.
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5.1	17	=== 3. Select a Trial Package ===
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5.1	19	Currently, the only available option is 2 Week Trial Package.
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5.1	21	{{info}}
	22	Additional trial durations may be introduced in future updates.
	23	{{/info}}
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5.1	25	[[image:undefined-1.png]]
	26	[[image:undefined-2.png]]
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5.1	28	== Attaching the Lead Flow to a Lead Source ==
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5.1	30	Once your lead flow is configured:
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5.1	32	1. Assign a Lead Source – Link the trial package lead flow to a specific lead source.
	33	1. Apply to Users – Any user associated with this lead source will automatically receive the trial package upon sign-up.
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5.1	35	== Package Activation and Expiration ==
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5.1	37	* Once assigned, the trial package appears in the user's account.
	38	* The package is set to expire two weeks from the account creation date.
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5.1	40	[[image:undefined-3.png]]
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5.1	42	== Important Considerations ==
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5.1	44	{{warning}}
	45	Assigning a trial package does not trigger an email to the user by default.
	46	{{/warning}}
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5.1	48	Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.