Wiki source code of Lead Flow - Attaching a Trial Package

Version 8.1 by Isaac Mejia on 2026/03/05 14:15

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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	6	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	8	== Setup Steps ==
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5.1	10	=== 1. Navigate to Lead Flow Setup ===
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5.1	12	Begin by accessing your system's lead flow configuration.
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5.1	14	=== 2. Select Action Type ===
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5.1	16	Choose Trial Package from the Action Type dropdown.
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5.1	18	=== 3. Select a Trial Package ===
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5.1	20	Currently, the only available option is 2 Week Trial Package.
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5.1	22	{{info}}
	23	Additional trial durations may be introduced in future updates.
	24	{{/info}}
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5.1	26	[[image:undefined-1.png]]
	27	[[image:undefined-2.png]]
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5.1	29	== Attaching the Lead Flow to a Lead Source ==
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5.1	31	Once your lead flow is configured:
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5.1	33	1. Assign a Lead Source – Link the trial package lead flow to a specific lead source.
	34	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	36	== Package Activation and Expiration ==
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5.1	38	* Once assigned, the trial package appears in the user's account.
	39	* The package is set to expire two weeks from the account creation date.
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5.1	41	[[image:undefined-3.png]]
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5.1	43	== Important Considerations ==
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5.1	45	{{warning}}
	46	Assigning a trial package does not trigger an email to the user by default.
	47	{{/warning}}
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5.1	49	Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.