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Version 5.1 by Isaac Mejia on 2026/03/05 14:14
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1 = Lead Flow - Attaching a Trial Package =
2
3 == Overview ==
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5 To initiate the trial package process, navigate to your system's lead flow configuration and follow the steps below.
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7 == Setup Steps ==
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9 === 1. Navigate to Lead Flow Setup ===
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11 Begin by accessing your system's lead flow configuration.
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13 === 2. Select Action Type ===
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15 Choose **Trial Package** from the Action Type dropdown.
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17 === 3. Select a Trial Package ===
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19 Currently, the only available option is **2 Week Trial Package**.
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21 {{info}}
22 Additional trial durations may be introduced in future updates.
23 {{/info}}
24
25 [[image:undefined-1.png]]
26 [[image:undefined-2.png]]
27
28 == Attaching the Lead Flow to a Lead Source ==
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30 Once your lead flow is configured:
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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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35 == Package Activation and Expiration ==
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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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40 [[image:undefined-3.png]]
41
42 == Important Considerations ==
43
44 {{warning}}
45 Assigning a trial package does **not** trigger an email to the user by default.
46 {{/warning}}
47
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.