How to Add a Customer to Your Membership Area, Course, or Offer

How to Add a Customer to Your Membership Area, Course, or Offer

Understanding the different methods to add customers to your membership area, course, or offer is essential for managing your memberships effectively. This guide will walk you through the process of granting access using funnels and workflows.

Part 1: Granting Access Using a Funnel

Step 1: Giving Access via a Funnel

• Create a Payment Product Linked to Your Membership Offer:

  1. Navigate to Payments > Products and select Create Product.

  2. Fill in the necessary details, then under the pricing section, select “additional options” and toggle on the membership offer you want to link.

  3. Click Create to save and confirm your changes.

  4. To make an existing product a membership offer, view the product, edit the price, toggle on the membership offer, and save.

• Add the Product to Your Funnel:

  1. Go to your funnel, select Products, then click Add Product.

  2. Add the necessary product information and click Save.

  3. Ensure the product is added to the page/step that includes the order form.

Step 2: Granting Membership Area Access After Purchase

• Edit the Funnel to Add Membership Access:

  1. Go back to the funnel overview and select or create a page/step that follows the membership purchase.

  2. Click Edit to modify the page.

  3. In the editor, add a new button to the funnel and scroll down to the button settings.

  4. Under button actions, select Membership as the link action. This allows customers to be directed to the membership area immediately after clicking the button.

Note:

• It’s common for customers to receive their login information via email after purchasing a membership. However, you can also provide direct access through this funnel setup.

• For immediate access via a URL, consider using a magic link (refer to other articles for more information).

Part 2: Granting Access Using Workflows

Step 1: Start the Workflow with a Trigger

• Set Up a Workflow for Membership Access:

  1. Navigate to Automation > Workflows.

  2. Create or edit a workflow, selecting a trigger like a two-step order form. You can filter triggers by funnel, page, or submission type (e.g., Bumps, Opt-ins, Sales, Upsells).

  3. Add the action Membership Grant Offer and select the specific offer to grant.

  4. Save the action and the workflow.

  5. Switch the workflow from Draft to Publish mode.

Part 3: Sending Login Credentials

Option 1: System-Generated Email Using a Template

1. Enable Welcome Email:

   • Navigate to Memberships > Settings and toggle on the "Send Welcome Email" option.

2. Choose or Create a Template:

   • Select a template from the dropdown list.

   • Note: The default template is not editable, so creating a custom template with custom values is recommended.

3. Save Your Settings:

   • Save the changes to apply the email settings.

Option 2: Sending Customized Emails Using Workflows

1. Create a Workflow with the "Membership New Signup" Trigger:

   • Add the Membership New Signup trigger to the workflow.

2. Set Up the Email Action:

   • Add the Send Email action, then either use a template with membership custom values or build one within the workflow email builder.

3. Publish and Save:

   • Finalize the workflow by publishing and saving it.

Important Notes:

• Granting an offer manually from the contact page is not recommended if you're using workflows to send login credentials, as this only works correctly with templates enabled in Membership > Settings > Email Settings.

• If credentials are not being sent, you can resolve this by sending a magic link or a password reset from the contact area.

• Credentials will only be sent the first time an offer is granted using the Membership New Signup trigger in workflows.