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 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 give access to a course after a form opt-in, follow these steps:
- In the funnel editor, click on the page that contains the form, and then click on "Edit page". (number 1 in the image)
- Click on the form's button to display its settings in the panel on the left. For the Action when button clicked field, select Submit form, and choose to redirect them to the page of your choice. (number 2 in the image)
- Close the editor and open the Automation rules tab on the same page. Click the Add rule button. (number 3 in the image)
- Click on the "+" button. (number 4 in the image) to add a trigger
Choose the "Funnel step form subscribed" trigger.
To add an action, click on the "+" button. (number 5 in the image)
Select as action "Enroll in course", then choose the type of access you wish to grant to your students.
- Save the automation rule by clicking on "Save rule". (number 6 in the image)
