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Last modified by Isaac Mejia on 2025/12/15 18:22
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1 = Lead Flow - Attaching a Trial Package =
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3 {{info}}KB: MSI Knowledgebase • Source: [[https://membersolutions-9221154.hs-sites.com/kb/lead-flow-attaching-a-trial-package>>https://membersolutions-9221154.hs-sites.com/kb/lead-flow-attaching-a-trial-package]]{{/info}}
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5 To initiate the trial package process, follow these steps:
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7 * - Navigate to Lead Flow Setup: Begin by accessing your system's lead flow configuration.
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9 * - Action Type Selection: Choose "Trial Package" from the Action Type dropdown.
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11 * - Trial Package Options: Currently, the only available option is:
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13 * - “2 Week Trial Package”
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15 * Note: Additional trial durations may be introduced in future updates.*
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21 **Attaching the Lead Flow to a Lead Source**
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23 Once your lead flow is configured:
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25 * - Assign a Lead Source: Link the trial package lead flow to a specific lead source.
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27 * - Apply to Users: Any user associated with this lead source will automatically receive the trial package upon sign-up.
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29 **Package Activation and Expiration**
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31 * - Trial Package Availability: Once assigned, the trial package appears in the user’s account.
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33 * - Expiration Rule: The package is set to expire two weeks from the account creation date.
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37 **Important Considerations**
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39 * - No Automated Notification Sent by Default: Assigning a trial package does not trigger an email to the user.
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41 * - Recommended Action: Configure an automated email notification to be sent immediately after the package is assigned to inform the user of their trial access.