Skip to Content
Version 9.1 by Isaac Mejia on 2026/03/05 15:26
Show last authors
1 = Lead Flow - Attaching a Trial Package =
2
3 == Overview ==
4
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.
6
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 triggers and the trial package is created on their account.
8
9 {{info}}
10 The trial package is not created until the lead flow is first assigned to a member. Configuring the lead flow alone does not generate any packages.
11 {{/info}}
12
13 ----
14
15 == Step 1: Navigate to Lead Flow Setup ==
16
17 Begin by accessing your system's lead flow configuration.
18
19 == Step 2: Select Action Type ==
20
21 Choose **Trial Package** from the Action Type dropdown.
22
23 == Step 3: Select a Trial Package ==
24
25 Currently, the only available option is **2 Week Trial Package**.
26
27 {{info}}
28 Additional trial durations may be introduced in future updates.
29 {{/info}}
30
31 [[image:undefined-1.png]]
32 [[image:undefined-2.png]]
33
34 ----
35
36 == Attaching the Lead Flow to a Lead Source ==
37
38 Once your lead flow is configured, you'll need to connect it to a lead source. There are two ways to do this:
39
40 **Option A: Assign a lead source directly to a member**
41
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 triggered for that member.
43
44 **Option B: Configure Registration to assign a lead source automatically**
45
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.
47
48 {{warning}}
49 Trial packages assigned through a lead flow are not generated instantly — the job runs periodically, so there may be a short delay before the package appears on the member's profile.
50 {{/warning}}
51
52 ----
53
54 == Package Activation and Expiration ==
55
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.
58
59 [[image:undefined-3.png]]
60
61 ----
62
63 == Important Considerations ==
64
65 {{warning}}
66 Assigning a trial package does **not** trigger an email to the member by default.
67 {{/warning}}
68
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.