How To Add A Customer to Your Membership Area, Course or Offer

It’s important to understand the different options for how you add somebody to your product, to your offer, and to your membership area as a whole. Follow along to learn how you can use workflows and funnels to do so.

Part 1: Granting Access Using a Funnel

Step 1: How to Give Access via a Funnel

Granting access to a membership area requires you to create a payment product that links to your membership offer.

Important: Ensure that you have an offer created, if not then simply navigate to Memberships on the left > Courses at the top >From the dropdown select Offers > Create Offer and fill in the details for the title, products, and pricing.

Please note that the offer will remain in the "DRAFT" tab until published

That offer links to your membership product as an included course when you create an offer.

• Go to the products menu in Payments >Products and select Create Product

• Fill in the data requested, and select “additional options” under the pricing section to toggle on and select your membership offer.

Please note that the membership offer must be published for it to appear in the dropdown.

• Click Create to save and confirm these changes

Please note that the currency will be determined according to the location of the sub-account

• If you need to make an existing product a membership offer click on the product and edit the price. Then toggle on the membership offer and save

Important note: Once the payment is made, there is no need for additional setup as the user will be automatically added to the membership course.

• Next, navigate to your funnel and select “products”
• Then, select “add product”, add in your product information, and click “save”

Note: You need to add the product to the page/step with the order form.

Step 2: Giving the customer access to the membership area in the same funnel after they make their purchase.

• Navigate back to the funnel overview and select or create a page/step after the purchase of the membership.
• Click Edit.
• In the editor, add a new button to the funnel. Then scroll down the button settings.
• Click on the button actions and change it to link to “Membership”. This enables the button so customers will be directed to the membership area upon clicking.

Note: It is common for customers to be sent their log in information through a separate email once they’ve purchased a membership product. However, if you want them to get direct access right away, this option works too. (Check out our other tutorials on how to create and send welcome emails with login details.)

Note: You can also use a magic link to accomplish this with a URL see our article on that for more information

Now you know the most common way you can give customers access to your membership area or course.

Part 2: Granting Access Using Workflows

Step 1: Start the Workflow with a Trigger.

• In this example, we’ll use an ‘Order form Submission’ trigger. Similarly, with triggers, you can filter by a particular funnel, page, and submission type.

Note: With submission type, you would filter for Bumps, Opt-ins, Sales, and Upsells

• Select the action “Course Grant offer” and choose what offer to grant.

• Save the action.
• Save the Workflow.
• Switch from Draft > Publish mode for the Workflow to function.

Part 3: Sending Login Credentials

Option 1: System-Generated Email Using a Template

Step 1: Navigate to Memberships > Courses > From the dropdown select Settings > Toggle On the "Send Welcome Email" option.

Step 2: Choose a template from the dropdown list.

Note: You will need to create your own template to create a custom welcome email and the Default Template is not editable or viewable without testing it. You would accomplish this with custom values continue this article to see what this means

Note: This will send an automated email from the system with login credentials to the user when they complete the offer checkout. This email template can be customized and saved within the Email Builder 

Step 3: Save your changes.

Option 2: Sending credential emails using Workflows

• Add the Membership new Signup trigger to the second workflow

Note: You can select an offer if you want to trigger the workflow for any specific offer. 

• Add the Send Email action and either use a template that includes Course custom values or build one within the workflow email builder.
• Under the email action, click on the custom value option > Course > New Signup and select the values ‘Email’ and ‘Login URL(MAGIC LINK)
  • Email: The email custom value will populate the contact’s email with which they can log in to the course.
  • Login URL: The login URL will send them a link where they can set their login password.

• Publish and save when finished

Note: The CourseGrant action will trigger the default email or the new signup triggers for membership emails.

Please Note: You can grant an offer manually from the contact page but this is not the best option if you are using a workflow to send login credentials. This will only work correctly for templates in email settings. If you enabled the templates in Membership > Settings > Email Settings. View our articles on magic links and membership emails for more information.

Please Note: Credentials not sending can be fixed by sending a magic link or a password reset from the contact area. View our articles on membership credentials for more information.

Please Note: If you use the Offer Access Granted Trigger keep in mind credentials will not be sent. Credentials will only populate the first time an offer is granted when using the Membership New Signup trigger with workflows.

Please Note: New Signup signifies an action was done by the contact – they filled out a form, made a purchase, etc., or can be viewed as the first offer granted. Offer Access Granted implies an action done by YOU or a workflow giving them permission to access the offer after the first time.

FAQ:

1. What happens if I don’t publish my membership offer?
   • If you don't publish your membership offer, it will remain in the "DRAFT" tab, and it won’t be available for selection in your products or funnels. Make sure to publish the offer for it to be active and selectable.
2. How is the currency for the offer determined?
   • The currency for the offer is automatically determined based on the location of the sub-account.
3. Do I need to do anything after the payment is made to grant membership access?
   • No additional setup is required after the payment is made. The user will be automatically added to the membership course once the payment is processed.
4. Why aren’t login credentials being sent to my customers?
   • If credentials aren’t being sent, ensure that the "Send Welcome Email" option is toggled on in the Membership settings. Alternatively, check the workflow to ensure the appropriate triggers and actions are set up correctly.
5. Can I manually grant access to a membership offer?
   • Yes, you can manually grant access from the contact page, but it’s not recommended if you’re using a workflow to send login credentials. This method may not work correctly with templates set up in Membership settings.