Automatically Grant Course Access with the Course Grant Offer Workflow Action

Overview

The Course Grant Offer workflow action lets you automatically grant a contact access to a specific course or membership product. You can use this to enroll contacts in free training, paid subscriptions, or onboarding programs directly from an automated workflow, eliminating the need for manual enrollment.

Action Details

How to Configure the Action

To set up this action in a workflow, follow these steps:

1. Add the Action: In your workflow builder, add a new action and select Course Grant Offer from the list of available actions.
2. Name the Action: Give the action a clear, descriptive name for your own reference within the workflow.
3. Select the Offer: Choose the specific offer you want to grant from the dropdown list. This offer must be created in advance within your CRM under the Memberships area. The offer can be configured as free or behind a payment gateway.

Once configured, the action will grant the selected course offer to the contact when the workflow step runs.

Important Prerequisites

• You must have a course or membership product created under Memberships > Products.
• You must create the specific offer you wish to grant under Memberships > Offers before you can select it in this workflow action.

Example Use Case

Scenario: Automatically enroll a new contact in a free "Welcome Onboarding" course and notify them via email.

1. Workflow Trigger: Contact Created.
2. Action 1 - Course Grant Offer:
   • Name: "Grant Welcome Course Access"
   • Offer: Select your pre-made "Welcome Onboarding - Free Access" offer.
3. Action 2 - Send Email: Add an email step after the grant action. Use an email template that welcomes the contact and provides a direct link or instructions to access the course.

Frequently Asked Questions

What happens if I grant access to a contact who already has it?

The CRM will not create a duplicate enrollment or reset the contact's progress in the course. The contact will simply retain their existing access. Be aware that any subsequent actions in the workflow (like sending a notification email) will still execute unless you add conditions to prevent them.

Can I grant free access to a course?

Yes. To grant free access, you need to create an offer in Memberships > Offers that is not placed behind a payment gateway (i.e., has no paywall). This offer can then be selected in the Course Grant Offer action.

Are login details sent automatically when access is granted?

No. The Course Grant Offer action only enrolls the contact. To send login instructions, course links, or welcome information, you must add a separate email action in your workflow following the grant action.

Can I create a new offer directly from this workflow action?

No. The action only references existing offers. All offers must be created beforehand in the Memberships > Offers section of your CRM.