Magic Links In Memberships(Courses)

Modified on: Wed, 28 Aug, 2024 at 3:06 PM

Have you ever been in a situation where you're trying to get somebody in membership, or you want to get them in quickly, and they've lost their password, or they can't figure out how to log in? A Memberships magic link is the one-click solution for that. The fastest way to get your customers and users into your membership courses is if they forget their username or password.

Please note:

Newly created locations must use client portal magic links. You can create magic links in the Client Portal. Go to "Sites" > "Client Portal" > "Dashboard" to generate magic links for your clients.More details on client portal magic link

Covered in this Article:
Troubleshooting

What is a Magic link in Memberships?

The magic link is designed to side-step having to use a username and password to log in. Once logged in, clients will see whatever "products" you/they have been granted access to. It is meant to give clients access only to the products they have been granted access to.

Please Note:

If you’re using the magic link while logged in as your agency admin account, you’ll see all the available courses for that sub account.

Membership sites can be great for sharing valuable content with your customers or users. However, sometimes logging in can be a hassle, especially if someone forgets their password. That's where Membership magic links come in. These one-click links allow your clients to quickly and easily access your courses without remembering their usernames or password. Whether sending out the link via email or using it as a custom menu link, Membership magic links make it easy to grant access to your courses to those who need it. Just be sure only to share the link with those granted access to your content. So, if you're looking for a hassle-free way to get your customers into your courses, consider using Membership magic links.

What are the benefits of Membership Magic Links?

The benefits of Membership Magic Links can be summarized into two main points:

Simplified login process: Magic links eliminate users needing to remember their login credentials, making it quick and easy for them to access your membership site.

Improved security and convenience: Magic links are a secure and convenient way to grant access to your membership site. They are only valid for a limited time and can be accessed from any device. This can help protect your content and make it more accessible to users.

What are some excellent usage cases for Membership Magic Links?

Membership Magic Links can be helpful in a variety of scenarios, including:

Password resets: If a user forgets their login credentials, you can send them a magic link to access their account without resetting their password.

Inviting new members: You can send a magic link to invite new members to join your membership site, making it easy for them to sign up and access your content.

Email marketing: You can use Magic links in your email marketing campaigns to give users a quick and easy way to access your membership site and its content.

Promotions and sales: You can offer special promotions and sales to users by sending them a magic link to access discounted content or products.

Multi-device access: Magic links can provide users quick access to your membership site from any device, including desktops, laptops, tablets, and smartphones.

How to create Magic Links?

To create client portal Magic Link see this article : Link

There are two kinds of magic link that is offered :

User's Magic Link: Useful for location users. Comes in handy in cases where the agency wants to share a course with a number of locations and locations users will take the course. This magic link Can only be used as a custom menu link in a sidebar.
Learner's Magic Link: useful when shared with a contact. Comes in handy inside emails etc.

To create User's Magic Links for legacy courses follow the steps,If you want to create user magic links for client portal click here

Head to Memberships > Courses > Settings

2. From there, go to Site Details

3. If you do not have a Magic link there already, Click on Regenerate Magic Link:

4. Once your magic link is populated in the field above, click Copy to copy it to your clipboard.

5. The magic link can be used to as a custom menu link to be enbedded in the left menu

To create Learner's Magic Links for legacy courses follow the steps below ,If you want to create learner magic links for client portal click here

How to Send Magic Links in workflows and emails?

Only learner Magic Links can be send using workflows and emails.We recommend sending learner magic link in the following cases:

Giving Course access to a new user
Giving offer access to a existing user
New user signup for the course

The use cases are not limited to the above use-cases but can be expanded based on a specific needs

Sending Learner Magic Link with Workflow triggers

Step 1 : Go to workflows and setup a courses trigger

Learners Magic Link can be used with all courses triggers.

Note that learner magic link can only be used with Courses triggers(Category Started,Category Completed,Lesson Started,Lesson Completed,New Sign Up,Offer Access Granted,Offer Access Removed,Product Access Granted,Product Access Removed,Product Started,Product Completed)

Step 2 : Add an action like email or SMS which allows you to select Login Url(Magic Link)

When the email goes out it will automatically populate the learner Magic Link for the contact

Please Note:

Magic links should only be shared with prior consent. Anyone with the link will be able to access your course material

Sending Learner Magic Link in Email Campaigns (Email Templates)

Magic Links can be send using email campaign by using the login Url(Magic Link) Custom value

Troubleshooting

Can Magic Links expire?

Magic Link can expire If you generate a new one. Older ones will be invalid.

Does a contact need access to an offer for a magic link to work for them?

It doesn't work for contacts who don't have a membership offer granted to them.

When testing, when I click on a magic link, it shows all the courses the contact should not have access to.

This is an Agency Admin privilege; when you click on a Magic Link being an Agency admin, it auto logs you in as someone with access to all courses. If you want to do some testing, try opening a magic link in incognito.