Lead Flow - Attaching a Trial Package

To initiate the trial package process, follow these steps:

• - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.

• - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.

• - Trial Package Options: Currently, the only available option is:

•   - “2 Week Trial Package”

• Note: Additional trial durations may be introduced in future updates.*

Attaching the Lead Flow to a Lead Source

Once your lead flow is configured:

• - Assign a Lead Source: Link the trial package lead flow to a specific lead source.

• - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.

Package Activation and Expiration

• - Trial Package Availability: Once assigned, the trial package appears in the user’s account.

• - Expiration Rule: The package is set to expire two weeks from the account creation date.

Important Considerations

• - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.

• - Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.