Here's how to set it up:
Step 1 : Set Up the Membership Course Offer
Ensure you have already created the Membership Course and its corresponding Offer in the Memberships section.
If you haven’t created an offer yet, follow the previous steps on creating an offer.
Step 2 : Create a Workflow for Automatic Access
Go to Automation in the left-hand menu
Click on Workflows, then select + New Workflow to create a new automation sequence.
You can start from scratch or use a pre-built template. Choose Start from Scratch for a customized setup.
Step 3: Set the Trigger for Granting Access
The first step is to define what action will trigger the workflow. Common triggers include:
Order Form Submission: Automatically grant access when a user purchases a course.
Form Submission: Trigger when a user fills out a form (e.g., opting in for a free course).
Tag Added: Use this if you want to add access when a specific tag is applied to a contact.
Example for purchase-based access:
Click Add New Trigger.
Choose Order Form Submission and select the form linked to the course offer.
This will trigger the workflow every time someone purchases the course.
Step 4 : Add the Action to Grant Access
After setting the trigger, click + to add a new action.
Select Grant Offer Access from the action list.
In the action settings, choose the Offer (the course) that you want to grant access to.
This will automatically enroll the user in the membership course after they complete the trigger action.
Step 5 : Send a Confirmation Email (Optional)
If you want to send a confirmation email after access is granted, click + Add Action and choose Send Email.
Step 6 : Save and Activate the Workflow
Once you have configured the workflow, click Save.
Activate the workflow by toggling the Publish switch.
Step 7 : Test the Workflow
To ensure everything works as expected, test the workflow by going through the trigger action (e.g., making a test purchase or filling out a form).
Verify that the user receives access to the course automatically.
Trigger: User submits order form or tag is added.
Action: Automatically grant the user access to the course offer.
(Optional) Action: Send an email to the user with their course access details.
