How to Grant Access to Membership Courses Using Workflows

This help article will show you how to grant access to your membership courses using workflows in Adaptive AI. Whether you’re managing online learning programs, exclusive content, or training materials, workflows provide an automated way to enroll users seamlessly.

What is Granting Membership Access Using Workflows?

Granting Membership Access using Workflows is a no-manual-touch way to enroll people into your Adaptive AI membership courses. Instead of adding members one-by-one, you define triggers (e.g., form submission, payment completed, tag added) and an action, Course Grant offer, so access is given automatically and immediately.

Key Benefits of Granting Membership Course Access via Workflows

• Eliminate the need for manual enrollment by automatically granting access upon user signup or payment.
• Members gain immediate access to courses without delays, improving satisfaction and reducing inquiries.
• Automations minimize the risk of human errors, such as forgetting to enroll a user or assigning incorrect access levels.
• Focus on creating valuable content while workflows handle the administrative tasks.
• Tailor workflows to suit your business model, such as granting access after a specific form submission or purchase.

How To Grant Access to Membership Courses Using Workflows

Step 1: Navigate to Workflows

1. 1Log in to your sub-account account.
2. 2From the dashboard, go to >.

Step 2: Create a New Workflow

1. 1Click on the button.
2. 2Create your workflow or

Step 3: Set a Trigger

1. 1Select the that will initiate the workflow, such as:
2. 2Select the form/s, payment source using filters.

Step 4: Add an Action

1. 1Choose as the action.
2. 2Select the you want to grant access to.

Step 5: Test & Publish Workflow

1. 1Run a to ensure the workflow operates as expected.
2. 2Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered.
3. 3Once tested, toggle the workflow to and then the workflow.

Frequently Asked Questions

Q: Why isn’t my Welcome Email from Membership settings being sent?

This usually happens when you've also created a Welcome Email in your Workflow. If you program a Welcome Email in a Workflow, the system automatically disables the option to send the default Welcome Email from Membership settings. As a result, no Welcome Email is sent at all, unless your Workflow explicitly includes an email step for it.

Only use one method to send your Welcome Email—either:

1. 1Enable it in Settings, OR
2. 2Program it in a with an Email step.

Q: Can I set up multiple workflows for different membership courses?

Yes, you can create separate workflows for each course to customize triggers and actions based on specific needs.

Q: What happens if a payment fails?

You can configure workflows to handle failed payments by notifying the user and pausing their access until payment is resolved.

Q: Can I combine workflows with email campaigns for membership?

Absolutely! Use workflows to trigger personalized email campaigns, such as welcome emails or course completion reminders.

Q: How do I track users who gained access through workflows?

Adaptive AI provides tracking and reporting tools to monitor user actions and workflow performance.

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