How to Link Your Course and Funnel Checkout via Workflows

Follow these steps to seamlessly connect your course to a funnel checkout process.

Part 1: Create an Offer and Add the Course/Product in the Membership Editor

To begin, access the membership editor by navigating to Membership > Products > Offers > Create Offer. You will find a list of all available offers.

Important: Ensure your course is published before linking it to an offer. The offer itself must also be published to appear in relevant dropdowns.

For further details, check out the guide “How to Build and Edit an Offer in Memberships,” which walks you through the steps of creating offers.

Part 2: Choose Between Workflow or Default Membership Emails

Option 1: Enabling the Membership Offer in the Payment Settings

1. Go to Payments > Products.

2. Select "View" on the relevant product.

3. Click Pricing, and then click directly on the price to edit.

4. In the Advanced Options dropdown, toggle on the membership offer and choose your membership.

5. Save your changes.

Note: Be sure to re-add the product to the funnel page if it uses an order form.

Pro Tips:

1. Customize Your Welcome Emails: Use the email builder to design tailored welcome emails. Include placeholders such as the member's name, email, and login details for a more personalized touch, and ensure you link directly to the membership area for easy access.

2. Separate Workflows for New vs. Existing Members: Create distinct workflows to deliver the right messages depending on whether a contact is a new or existing member. Use temporary tags to help segment your audience.

3. Avoid System-Generated Email Limitations: Disable default system emails to avoid conflicts with your customized workflows, especially for existing members who might not receive updated login credentials. This helps you ensure that all members receive the correct emails via workflows.

4. Test and Verify: Send test emails and run workflow checks to ensure everything works as planned.

Option 2: Creating a Workflow for Default Emails

To automate emails using workflows, follow these steps:

1. Navigate to Automation > Workflows and click Create Workflow, then select Start from Scratch.

2. Set a trigger for Order Form Submission, and apply the appropriate filters to specify location and type.

3. Add an action for Course Grant Offer and choose the corresponding offer.

4. Verify that default emails are activated in Memberships > Settings > Email Settings.

For sending customized emails for new sign-ups, follow these steps:

1. Add the New Sign Up Trigger from the courses category within the workflow builder.

2. Save the trigger, and then add the Email action to your workflow.

Steps to Send Membership Credentials via Email:

1. Prepare the Email Template: Allow a delay (e.g., 1–3 minutes) before sending the generic email to let the system verify if the user is a new or returning member. This helps avoid automation errors.

2. Insert Personalized Details:

   • Use Contact First Name to personalize the greeting.

   • Insert the Contact Email using the appropriate custom value.

   • Pull in the Login URL using the custom value feature.

3. Include the Membership Site Login: Set the membership login URL as a custom value for consistency across all member emails.

4. Send the Email: Once everything is filled in and reviewed, save the action and send the email with the login credentials.

Note: Temporary tags in workflows are essential for differentiating between new and existing members, ensuring that the correct automation is triggered.

FAQ

1. How do I link my course to an offer?
   Ensure your course is published, then navigate to Membership > Products > Offers > Create Offer. When creating an offer, select your course and publish the offer once complete.

2. What’s the difference between Workflow and the Membership Email Default option?
   The Membership Email Default option is simpler, allowing you to toggle the membership offer directly in the product settings. Workflows, however, give you greater flexibility, enabling you to set triggers and actions like sending custom emails and differentiating between new and existing members.

3. How do I ensure members receive the correct emails?
   Use temporary tags to distinguish between new and existing members. This ensures the correct email sequence is triggered based on their membership status.

4. What if system-generated emails aren’t working for existing members?
   If system emails are failing, particularly for existing members, disable them and use custom workflows to send updated login credentials and communications.