Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Lead Flow - Attaching a Trial Package

This guide outlines how to configure a lead flow with a 2-week trial package. The setup ensures that members registering through designated channels are automatically granted a limited-time trial offer.

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.* 

A screenshot of a computer AI-generated content may be incorrect.

A screenshot of a computer AI-generated content may be incorrect.

 

 

 

 

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. 

A screenshot of a computer AI-generated content may be incorrect.

 

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.