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

In this article, you will learn how to grant course access automatically to contacts who register via your opt-in form.

What you'll need:

• A systeme.io account
• A course (Create a course using systeme.io)
• An opt-in page (How to create an opt-in page)

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

1. Navigate to your funnel, select the page containing the form, and click Edit page (1).

2. In the left panel, click the form's button to display its settings. For the Action when button clicked field, select Submit form, and choose a redirection option (e.g., to the next step) (2).

3. Close the editor and open the Automation rules tab. Click the Add rule button (3).

4. Click the (+) button (4) to add a trigger.

5. Select the Funnel step form subscribed trigger.

6. To add an action, click the (+) button (5).

7. Select the action Enroll in course, then select the access type you want to provide for your students.

8. Click Save rule (6) to save the automation rule.