Wiki source code of Lead Flow - Attaching a Trial Package
Last modified by Isaac Mejia on 2026/03/05 15:49
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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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1.1 | 4 | |
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9.1 | 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. |
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7.1 | 6 | |
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10.1 | 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 will process and the trial package will be created on their account. |
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1.1 | 8 | |
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9.1 | 9 | ---- |
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1.1 | 10 | |
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9.1 | 11 | == Step 1: Navigate to Lead Flow Setup == |
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11.1 | 13 | Go to **Setup > Marketing > Lead Flows** to access your lead flow configuration. |
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1.1 | 14 | |
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12.1 | 15 | == Step 2: Create or Edit a Lead Flow == |
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1.1 | 16 | |
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14.1 | 17 | 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, which will bring you to the list of actions assigned to that lead flow. |
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13.1 | 18 | [[image:undefined-2.png]] |
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1.1 | 19 | |
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12.1 | 20 | == Step 3: Select Action Type == |
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1.1 | 21 | |
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12.1 | 22 | Once you're in the edit action screen, select **Assign Trial Package** from the **Action Type** dropdown list. |
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1.1 | 23 | |
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12.1 | 24 | == Step 4: Select a Trial Package == |
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| 26 | 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. | ||
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5.1 | 28 | {{info}} |
| 29 | Additional trial durations may be introduced in future updates. | ||
| 30 | {{/info}} | ||
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1.1 | 31 | |
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5.1 | 32 | [[image:undefined-1.png]] |
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1.1 | 33 | |
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9.1 | 34 | ---- |
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5.1 | 36 | == Attaching the Lead Flow to a Lead Source == |
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1.1 | 37 | |
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11.1 | 38 | 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: |
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1.1 | 39 | |
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9.1 | 40 | **Option A: Assign a lead source directly to a member** |
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1.1 | 41 | |
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10.1 | 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 processed for that member. |
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9.1 | 43 | |
| 44 | **Option B: Configure Registration to assign a lead source automatically** | ||
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| 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. | ||
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| 48 | {{warning}} | ||
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10.1 | 49 | Lead flow actions do not trigger immediately — they are processed periodically in batches. Members may not receive their trial package right away. |
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9.1 | 50 | {{/warning}} |
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5.1 | 54 | == Package Activation and Expiration == |
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1.1 | 55 | |
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9.1 | 56 | * Once assigned, the trial package appears in the member's account. |
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5.1 | 57 | * The package is set to expire **two weeks** from the account creation date. |
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1.1 | 58 | |
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5.1 | 59 | [[image:undefined-3.png]] |
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1.1 | 60 | |
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9.1 | 61 | ---- |
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5.1 | 63 | == Important Considerations == |
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1.1 | 64 | |
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5.1 | 65 | {{warning}} |
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9.1 | 66 | Assigning a trial package does **not** trigger an email to the member by default. |
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5.1 | 67 | {{/warning}} |
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1.1 | 68 | |
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9.1 | 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. |