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:
- Navigate to your funnel, select the page containing the form, and click Edit page (1).
- 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).
- Close the editor and open the Automation rules tab. Click the Add rule button (3).
- Click the (+) button (4) to add a trigger.
- Select the Funnel step form subscribed trigger.
- To add an action, click the (+) button (5).
- Select the action Enroll in course, then select the access type you want to provide for your students.
- Click Save rule (6) to save the automation rule.
