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

TABLE OF CONTENTS

• What Are Workflows in HighLevel?
• Key Benefits of Granting Membership Course Access via Workflows
• How To Grant Membership Course Access Using WorkflowsFrequently Asked Questions

What Are Workflows in HighLevel?

Workflows in HighLevel are powerful automation tools that allow you to create dynamic actions based on specific triggers and conditions. They enable you to streamline processes such as customer onboarding, email communication, and, most importantly, granting access to membership courses.

Workflows function by linking triggers (e.g., a user signing up, completing a payment, or submitting a form) to actions (e.g., granting membership access, sending an email, or adding tags). This ensures a smooth and efficient process for both you and your members.

Key Benefits of Granting Membership Course Access via Workflows

1. Automation at Scale: Eliminate the need for manual enrollment by automatically granting access upon user signup or payment.
2. Enhanced User Experience: Members gain immediate access to courses without delays, improving satisfaction and reducing inquiries.
3. Error Reduction: Automations minimize the risk of human errors, such as forgetting to enroll a user or assigning incorrect access levels.
4. Time-Saving: Focus on creating valuable content while workflows handle the administrative tasks.
5. Customizable Triggers: Tailor workflows to suit your business model, such as granting access after a specific form submission or purchase.

How To Grant Membership Course Access Using Workflows

1. Navigate to Workflows:

   • Log in to your HighLevel account.
   • From the dashboard, click on "Automation" and select "Workflows."
     
     
     

2. Create a New Workflow:

   • Click on the “+ Create Workflow” button.
   • Choose a template or start from scratch to create your workflow.
     
     
     

3. Set a Trigger:

   • Select the trigger that will initiate the workflow, such as:
     • Form submission.
     • Payment completed.
     • Tag added.
   • 

4. Add an Action:

   • Choose “Grant Course Access” as the action.
   • Specify the course or membership product you want to grant access to.
   • 

5. Test the Workflow:

   • Run a test to ensure the workflow operates as expected.
   • Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered.

6. Activate the Workflow:

   • Once tested, toggle the workflow to “Publish.”
   • 

Frequently Asked Questions

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?

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