The Course Grant Offer action is designed to provide access to a course after a contact meets certain criteria such as purchasing a product, completing another course, or filling out a form. Read on to find out how to configure the action.
Adding the Course Grant Offer Action #
Begin by accessing the desired workflow from the Automation > Workflows section of your account. Next, click on the + symbol to add a new workflow action, and choose Course Grant Offer.
Action Name #
Optionally, update the name of the action to reflect its function and purpose.
Offer #
Select the desired offer from the drop-down menu to which you want to give the contact access within this specific workflow. Once you’ve selected the offer, click the Save button in the bottom right.
By leveraging the Course Grant Offer workflow action, you can streamline and automate the process of providing customers with access to a course.
Important Notes #
If you have enabled the Welcome and Offer Access email in the Membership Settings, you will not need to add an email action to the workflow to perform the same functions. For further guidance, please refer to the “Membership Settings” and “How to Send Custom Welcome Emails for Membership Login Credentials” articles.
Frequently Asked Questions #
What does the Course Grant Offer action do? #
It automatically grants a contact access to a course offer after they meet criteria such as purchasing a product, completing another course, or filling out a form.
Where do I add this action? #
In the Automation > Workflows section, open the desired workflow, click the + symbol to add a new action, and choose Course Grant Offer.
How do I choose which course access is granted? #
Select the desired offer from the Offer drop-down menu, then click Save in the bottom right.
Can I rename the action? #
Yes. You can optionally update the Action Name to reflect its function and purpose.
Do I need a separate email action to notify the contact? #
Not if you’ve enabled the Welcome and Offer Access email in Membership Settings, which performs the same notification functions automatically.
Where can I learn more about the welcome email setup? #
Refer to the “Membership Settings” and “How to Send Custom Welcome Emails for Membership Login Credentials” articles for further guidance.
