How to grant access to a course automatically after opt-in on a form

In this article, you will learn how to automate the process of giving a contact access to a course when they register using your capture form.

What you'll need:

To automatically give access to a course after a form opt-in, follow these steps:

1. In the funnel editor, click on the page which contains the form, and then click on "Edit page" (number 1 in the image).

2. Click on the form's button to display its settings in the panel on the left. For the "Action when the button is clicked" field, select "Submit form", and choose to redirect them to the page of your choice (number 2 in the image).

3. Add an automation rule with a "Funnel step form subscribed" trigger and "Enroll in course" action, then choose the type of access you wish to give your students (number 3 in the image).

4. Click on "Save rule" (number 4 in the image).

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.