How To Add Students To Your Course (Course Automations)

This article will go over the steps for setting up the email templates and workflow automations, which will automatically grant your customers access to your course, after they successfully complete the checkout process.


Contents:

Part #1 :: Welcome Email Template

Part #2 :: Email Template for Sending Login Details to New Members

Part #3 :: Disable the System Generate Login Details Email

Part #4 :: Purchase Fulfillment Workflow

Part #5 :: Workflow to Send the Member Login Details Email

Part #1 :: Welcome Email Template

Here is our tutorial showing how to create a custom value for your "From"/Sender" email address: How to Set Up a From Email Custom Value

Step #1 :: Welcome Email Template:


Hi {{contact.first_name}},


Thank you for signing up for [[ Type In Your Course Product Name Here ]]. I'm excited to have you on board!


In a few minutes, you will receive another email from me with the link to login and access your purchase inside the members portal.


Cheers to your success,

{{user.first_name}}


If you no longer want to receive my emails, you can unsubscribe here - > [[ Link the Unsubscribe Custom Value {{email.unsubscribe_link}} ]].


Important Note: Unsubscribing will remove you from all future communications, including important updates about your purchased products such as this course.

  • Important Note: The "Product Name" custom value will not populate when it is used inside of the 'Send Welcome Email' template or the 'Offer Access' email template.

How to Create the Welcome Email Template


  • Click on 'Marketing' on the left sidebar.

  • Select 'Emails' at the top.
  • Then, click "Templates"

  • Click on the '+ New' button.
  • Choose 'Blank Template' for a plain text email.

  • Select Plain Text Editor for better deliverability.
  • Note: Plain text emails are the recommended option for the best email deliverability due to their high text to image ratio.
  • If you decide to use the design editor instead, avoid using images and gifs as they can reduce the chances of your email reaching the recipient's inbox.

  • Start with a greeting: 'Hi'.
  • Click on the custom value icon to insert the contact's first name. You'll click Contact > First Name - then the system will insert this custom value: {{contact.first_name}}
  • Add a thank you message for their purchase.
  • Inform them they will receive another email with login details.
  • Optionally, you can include a note about joining your Facebook group, or share about the course they just purchased from you on Instagram and tagging you in their post or story.
  • You can also use the custom value icon to insert your first name in the closing (the footer section of your email).
  • Always add an unsubscribe link to comply with email service provider guidelines ( to keep Gmail, Yahoo, and Outlook happy ). Here is our article with more details about the unsubscribe: How to Add an Unsubscribe Link to Your Emails
    • Highlight the unsubscribe text and link it to the unsubscribe option.
  • Label the email template. Follow a naming convention consistent with your funnel, and your workflow, just to make it easy to identify everything later.
  • Save the template.


Part #2 :: Email Template for Sending Login Details to New Members

Here is our tutorial showing how to create a custom value for your "From"/Sender" email address: How to Set Up a From Email Custom Value

Step #2 :: New Member Login Details Email Template:


Hi {{contact.first_name}},


Congratulations and welcome to [[ Type In Your Course Product Name Here ]]! We're thrilled to have you join our learning community. You can access this course, and any future purchases, anytime by using the link below:


>> Click Here to Log In Now << [[ Insert the Membership Login Magic Link Custom Value {{membership_contact.login_url}} ]]


(The new member's unique login magic link will automatically be linked to the text above when this email is sent.)


On your first visit, you’ll be prompted to set up a password for your account. Please choose a secure password and store it safely in your password manager, as you’ll use it to access all of your purchased content in the future.


Please bookmark the membership login page link above for quick and easy access.


Once you're logged in, you’ll find your course dashboard and can begin right away!


Need Help?

If you have any questions or need help, reply to this email or contact us at [[[ Insert Your Support Email Address Here ]]]]. We’re here for you!


If you ever forget your password, simply click the “Forgot Password” link on the login page and follow the instructions to reset it.


Stay Connected:

We’ll be sending you helpful tips, updates, and exclusive resources throughout your course journey. Make sure to whitelist our email so you don’t miss out!


Cheers to your success,

{{user.first_name}}



Copyright © {{right_now.year}} {{location.name}}. All rights reserved.


You are receiving this email because you signed up or made a purchase from {{location.name}}.


If you wish to stop receiving emails from us, you can [unsubscribe here] - > [[ Link the Unsubscribe Custom Value {{email.unsubscribe_link}} ]].


Important Note: Unsubscribing will remove you from all future communications, including important updates about your purchased products such as this course.

How to Create the Member Login Details Email Template


  • Click on 'Marketing' on the left sidebar.

  • Select 'Emails' at the top.
  • Then, click "Templates"

  • Click on the '+ New' button.
  • Choose 'Blank Template' for a plain text email.

  • Select Plain Text Editor for better deliverability.
  • Note: Plain text emails are the recommended option for the best email deliverability due to their high text to image ratio.
  • If you decide to use the design editor instead, avoid using images and gifs as they can reduce the chances of your email reaching the recipient's inbox.


5. Customize Email Content

  • Start with a greeting using custom values for personalization.
    • Click on the custom value icon to insert the contact's first name. You'll click Contact > First Name - then the system will insert this custom value: {{contact.first_name}}
  • You can type in the product name and a call to action (e.g., 'log in now').
  • Use the Membership Contacts > Login URL(Magic Link) custom value {{membership_contact.login_url}} to insert the magic link for login.
    • Highlight the link text and paste the magic link URL custom value {{membership_contact.login_url}}.
  • Inform users they will set up a password upon first login.
  • Advise them to note their password for future access.
  • Recommend users bookmark the membership page for easy access.
  • Include your emails signature at the bottom of the email.
    • Use the Account > Name custom value {{location.name}} to insert your business name.
    • Always provide an option to unsubscribe to comply with email regulations ( to keep Gmail, Yahoo, and Outlook happy ).
    • Add copyright information if desired.
  • Label the email template appropriately (e.g., 'Member Login Details Email').
  • Suggest bookmarking the membership or course area page for convenience.
  • Review the email template for any additional edits.
  • Click 'Save Template' to finalize the changes.

Part #3 :: Disable the System Generate Login Details Email

  • To send customized emails through your workflow, disable system-generated templates:
    • Go to Memberships > Courses > Settings > Email Settings.
    • Uncheck 'Send Welcome Email' and 'Offer Access Email'.

  • If you prefer to use the same general email template any time someone is granted access to one of your courses:
    • Keep the system-generated email settings checked.
    • General templates apply to all courses.

Accessing the System Generate Email Templates for Courses

  • Click on "Memberships" on the left side menu.

  • Hover over 'Client Portal' and click on 'Settings'.

  • Click on 'Email Settings' at the bottom of the settings menu.

  • Select 'Courses' from the options available.

Now you have to options:

A) Disable the course email settings here, so you can send a customized login details email for each of your individual courses. Click here for this option ->"Disabling System Generated Email Templates for Course Sign-Ups"

Note: If you plan to create multiple courses, you may want to consider option A above, so you can set up a customized login details email for each course.


B) Use the course email settings here to send one general email template for all new course sign ups. Click here for this option ->"Use the Course Email Settings to Send One General Email Template for All New Course Sign Ups."


Disabling System Generated Email Templates for Course Sign-Ups

  • If you have decide to send customized email templates for each course, then please follow the steps below.

  • Locate the 'Send Welcome Email' template.
  • Uncheck the box to disable this email template for new members purchasing their first course.

  • Find the 'Offer Access Email' template.
  • Uncheck the box to disable this email for returning members purchasing additional courses.


Use the Course Email Settings to Send One General Email Template for All New Course Sign Ups


If you have decided to use the course email settings to send one general email template for all new course sign ups, then please follow the steps below.

  • Click on the "Default Template" button to open the email template settings.

  • Click on the drop-down menu that says "Default Template."


  • Click 'Edit' to modify the template if needed.

  • Use the 'Eye' icon to preview the template.

  • Click 'Save' to save your changes.

  • Follow the same steps to edit the "Offer Access Email" email too.

Please Note:

  • Completely brand new members who have just purchased their very first course from you will receive the "Send Welcome Email" template.

  • Returning members ( people who have already purchased at least one course from you before ) will receive the "Offer Access" email.

  • You can use the exact same email template for both new and returning members or create separate email templates if you would like to.

Part #4 :: Purchase Fulfillment Workflow

Setting Up Course Automation for Purchase Fulfillment

Create a New Automation Folder

  • Click on 'Automation' on the left side.
  • Click on 'Create Folder' at the top.
  • Label the folder with your course name (e.g., 'Course Product Name - Course Automation').
  • Click 'Create Workflow'.

  • Open the newly created folder.
  • Click on 'Create Workflow'.
  • Choose 'Start from Scratch'.
  • Label the workflow with your course name (e.g. [ Course Product Name ] :: Purchase Fulfillment ).
  • Click on 'Add New Trigger'.
  • Search for 'Order'.
  • Choose 'Order Submitted' to trigger the workflow for purchases of one specific product.
  • Click 'Add Filters' and select 'Global Product" > Is > Select you product name form the dropdown menu.

  • Label the workflow trigger with the course name or product name.
  • Click 'Save Trigger'.

  • Click the plus symbol and type 'Tag'.
  • Choose 'Add Contact Tag'.
  • Create a new tag (e.g., 'Course Product Name - Purchased').
  • Click 'Add New Tag' and label it (e.g., 'Course Product Purchased').
  • Click 'Save Action'.

  • Click the plus symbol and type 'Assign'.
  • Choose 'Assign to User'.
  • Select yourself as the assigned user to ensure emails pull your user profile information.
  • Click 'Save Action'.

  • Click the plus symbol and type 'Remove'.
  • Choose 'Remove Contact Tag'.
  • Type 'Unsubscribed', 'Complained', and 'Bounced' to remove these tags.
    • If you've had your FG Funnels account since before 2023, you may also have a DND tag. Please select the DND tag here as well.

Disable Do Not Disturb (DND) for Email

  • Click the plus symbol and type 'DND' in to the workflow action search bar.
  • Choose 'Enable/Disable DND'.
  • Select 'Disable DND for Specific Channels' and choose the email channel.

  • Click the plus symbol and type 'Grant'.
  • Choose 'Grant Course Access'.
  • Select the course you want to grant access to.

  • Click the plus symbol and choose 'Send Email'.
  • Label this as 'New Member Welcome Email'.
  • Set the subject line to the course product name and 'Welcome Email'.
  • Enter your preferred name or your business name in the "From Name" field.
  • Enter a business email address in the "From Email" field.
    • Avoid using free email addresses such as @gmail.com, @yahoo.com, @outlook.com, or @hotmail.com, since these will damage your sender reputation and will lead to emails being sent to spam.
  • Select the email template you created in "Part #1 :: Welcome Email Template."
  • If needed, click 'Edit' to make changes to the template, but remember that changes will affect all workflows using this email template, unless you uncheck the box that says "Sync Edits to Template."
  • Ensure all values are correct and save the action.
  • Click "Save Action"


  • Toggle the workflow to Publish in order to activate it.
  • Click 'Save' in the upper right hand corner of the workflow to finalize the setup.

Part #5 :: Workflow to Send the Member Login Details Email

This workflow sends a single customized login details email to brand new members, who just purchased a course from you.


Setting Up Course Automation for New Member Login Details Email

Create a New Automation Folder

  • Click 'Create Workflow'.
  • Choose 'Start from Scratch'.
  • Label the workflow with your course name (e.g. Course Product Name - Member Login Details Email ).

  • Click on 'Add New Trigger'.
  • Click on the search field and type in 'offer' to find the 'Offer Access Granted' workflow trigger.
  • Click on 'Add Filters'.
  • Select 'Offer' and choose your specific course offer by typing in the offer name and selecting it.
  • Label this with the course name and click 'Save Trigger'.

  • Click the plus symbol and choose 'Send Email'.
  • Label this as 'Email - Login Details'.
  • Set the subject line to the course product name and 'Login Details' ( you can enter the subject line you prefer ).

  • Enter your preferred name or your business name in the "From Name" field.
  • Enter a business email address in the "From Email" field.
    • Avoid using free email addresses such as @gmail.com, @yahoo.com, @outlook.com, or @hotmail.com, since this will damage your sender reputation, and will lead to emails being sent to spam.
  • Save the email action.

  • Go to the workflow settings section, ensure 'Allow Re-entry' is toggled ON so users can go through the workflow multiple times if needed.

  • Toggle the workflow to Publish in order to activate it.
  • Click 'Save' in the upper right hand corner, to save the entire workflow.
  • You're done!👏🎉

  • If you create a new course product, you can easily clone your existing workflows:
    • [ Course Product Name ] :: Purchase Fulfillment
    • [ Course Product Name ] :: Member Login Details Email
  • Then customize the cloned workflows for the new course offer you created.