How To Add Students To Your Course (Course Automations)

This tutorial will go over the steps for setting up the automation, which will automatically grant your customers access to your course, after they complete the checkout process.

This article walks through the process of setting up course automations. This will help you automatically grant course access to anyone who purchases your course, streamlining the entire process. Everything from creating the workflow to adding the necessary triggers and actions is covered in this article, to help you manage course access efficiently.

Contents:

• Before You Create Your Course Workflows
• Part #1
  • Purchase Fulfillment Workflow
  • Welcome Email Template
• Part #2
  • Email Template for Sending Login Details to New Members
  • Setting Up an Automated New Member Login Details Workflow
• Part #3
  • Email Template for Sending Login Details to Current Members
  • Setting Up an Automated Current Member Login Details Workflow

Before You Create Your Course Workflows

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

Part #1 - Setting Up the Purchase Fulfillment Workflow

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'.

• 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 Form Submission' to trigger the workflow for purchases through a specific funnel.
• Click 'Add Filters' and select 'In Funnel / Website'.
• Copy the funnel name and paste it in the search field.
• Add another filter for 'Page is' and select the sales page where the order form is located.
• Add a filter for 'Product is' and select the product connected to the funnel.
• Add a filter for 'Submission Type' and select 'Sale'.

• 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 'Save Action'.
• Click 'Save' in the upper right hand corner of the workflow to finalize the setup.

Welcome 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.
• 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'.
• Use the custom value icon to insert the contact's 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.
• Use the custom value icon to insert your first name in the closing.
• Always add an unsubscribe link to comply with email service provider guidelines.
• Highlight the unsubscribe text and link it to the unsubscribe option.
• Follow a naming convention consistent with your workflow.
• Save the template.

• Refresh the workflow to recognize the new email template.
• Set the subject line for the email.

• 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.
• Enter your preferred name or your business name in the "From Name" field.
• Save the email action and the workflow.
• Publish the workflow to complete the setup.

Part #2 - Setting Up the New Member Workflow

Email Template for Sending Login Details to New Members

• New Member Workflow:
  • Triggered for first-time course buyers.
  • This workflow send a single customized login details email to brand new members, who just purchased their very first course from you.

• Purpose: Set up automation for new course buyers.
• Goal: Trigger a workflow that sends a magic link for easy login.

Create Email Template

• Navigate to Marketing > Emails > Templates.
• Click on Plus New and select Blink Template.

Choose Email Editor

• Select Plain Text Editor for better deliverability.
• Note: Plain text emails are the recommended option for the best email deliverability.

5. Customize Email Content

• Start with a greeting using custom values for personalization.
• Include product name and a call to action (e.g., 'log in now').
• Use custom values to insert the magic link for login.
• Highlight the link text and paste the magic link 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 a signature at the bottom of the email.
• Use custom values to insert business name.
• Provide an option to unsubscribe to comply with email regulations.
• Insert unsubscribe link using custom values.
• Add copyright information if desired.
• Label the email template appropriately (e.g., 'New Member Login Details Email').

Create Automation Workflow

• Click on "Automation" on the left side menu, and create a new workflow.
• Use the same naming format as the email template for consistency.

Setting Up an Automated New Member Login Details Workflow

Part #3 - Setting Up the Current Member Workflow

Email Template for Sending Login Details to Current Members

• Current Member Workflow:
• This workflow is for anyone who has bought a course from you before, so they already have access to your members area, and they are just being granted access to a new course they just bought.
• This workflow sends a single customized login details email to current members.

How to Create the New Member Email Template

• Click on 'Marketing' on the left side menu.
• Select 'Emails' at the top.
• Then, click "Templates"

• Clone the email template you created for new member login details.
• Clone this template by clicking the three dots to the right.

• Rename the cloned template from 'New Member' to 'Current Member'.

• Update the email content to address returning students:
  • Change the greeting to acknowledge customer's with existing membership access.
  • Include instructions for accessing the course area using existing login details.

• Keep the 'Login Now' button linked to the magic link for easy access.

  Include a note about forgotten passwords:

  • Direct them to click the 'Forgot Password' link on the login page.
• Remind students to save their passwords for future access.
• 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.

Setting Up an Automated Current Member Login Details Workflow

Setting Up Course Automation Workflow for Returning Students

The steps to create an email automation workflow for students/members who purchase additional courses, ensuring they receive the correct login information and access details.

• Click on "Automations" on the left side menu.
• Click into the search field, and search for your course automation folder.
• Click on your folder's name.
• Click on 'Create Workflow' and "start from scratch."
• Label the workflow with your course name. Example: [ Course Product Name ] :: Current Member - Login Details Email

• 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 offer by typing in the offer name and selecting it.
• Label this with the course name and click 'Save Trigger'.

• Click the plus symbol to add a 'Assign to User' step.
• Select yourself as the user and click 'Save Action'.
• Click the plus symbol again to add a 'Wait' step.
• Set the wait time to 1 minute and click 'Save Action'.

Create Conditional Logic

• Click the plus symbol and add an 'If' action.
  • This step will check if the user is a brand new member receiving the new member email.
• Label this If/Else action "Are they a new member already receiving the new member email?"
• Select 'Contact Details' and then choose 'Tags'.
• Set the operator to 'Includes' and type in the course product name to select your temp tag created earlier. Example: [ course product name ] :: new member signup temp tag
• Click 'Save Action'.

Define Paths Based on Membership Status

• Yes Path ( Left ): If the user has the new member temp tag, they will finish the workflow without receiving the current member email.
• No Path ( Right ): If they do not have the temp tag, they are a returning member/customer and they will receive the "Current Member Access Email."

• Click the plus symbol to add another 'Wait' step for 2 minutes and save this action.
• Click the plus symbol and choose 'Send Email'.
• Label this as 'Current Member Access Email'.
• Set the subject line to the course product name and 'Login Details'.

• Select the email template you created earlier for current members.
• If needed, click 'Edit' to make changes to the template, but remember that changes will affect all workflows using this template.
• If you want to save changes as a new template, click 'Save as New Template'.

• Enter your name or business name in the 'From Name' field.
• Enter a business email address in the "From Email"

• Ensure all values are correct and save the 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 on to publish it.
• Click 'Save'.

• You're done!
• If you create a new course product, you can easily clone your existing workflows:
  • Purchase Fulfillment Workflow
  • New Member Workflow
  • Current Member Workflow
• Then customize the cloned workflows for the new course offer you created.