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How to Grant Access to Membership Courses Using Workflows

Learn to automate membership course access in GHL Customer Care with Workflows. Step-by-step guide to streamline onboarding, assign offers, enhance user experience.

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  1. Key Benefits of Granting Membership Course Access via Workflows
  2. How To Grant Access to Membership Courses Using Workflows
  3. Step 1: Navigate to Workflows
  4. Step 2: Create a New Workflow
  5. Step 3: Set a Trigger
  6. Step 4: Add an Action
  7. Step 5: Test & Publish Workflow
  8. Frequently Asked Questions
  9. Related Article

This help article will show you how to grant access to your membership courses using workflows in GHL Customer Care. 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 is Granting Membership Access Using Workflows?

Granting Membership Access using Workflows is a no-manual-touch way to enroll people into your GHL Customer Care membership courses. Instead of adding members one-by-one, you define triggers (e.g., form submission, payment completed, tag added) and an action, Course Grant offer, so access is given automatically and immediately.

Key Benefits of Granting Membership Course Access via Workflows

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

How To Grant Access to Membership Courses Using Workflows

Step 1: Navigate to Workflows

  1. Log in to your sub-account account.
  2. From the dashboard, go to Automation > Workflows.
Step 1: Navigate to Workflows (image 1 of 6) What this shows Log in to your sub-account account. What this shows Illustrates the "Step 1: Navigate to Workflows" section of "How to Grant Access to Membership Courses Using Workflows". This screenshot appears in the "Step 1: Navigate to Workflows" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Log in to your sub-account account. From the dashboard, go to Automation > W orkflows. The navigation path used here is Automation > W. Immediately after, the guide continues: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. Path: Automation > WImage 1 of 6 What this coversLog in to your sub-account account. From the dashboard, go to Automation > W orkflows.
Buttons and menus referenced AutomationWorkflows
Next stepClick on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI.
All 2 steps in this procedure
  1. Log in to your sub-account account.
  2. From the dashboard, go to Automation > W orkflows.

Step 2: Create a New Workflow

  1. Click on the + Create Workflow button.
  2.  Create your workflow from scratch, using templates, or using AI.
Step 2: Create a New Workflow (image 2 of 6) What this shows Click on the + Create Workflow button. What this shows Illustrates the "Step 2: Create a New Workflow" section of "How to Grant Access to Membership Courses Using Workflows". This screenshot appears in the "Step 2: Create a New Workflow" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Click on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI. Immediately after, the guide continues: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. Image 2 of 6 What to clickClick on the + Create Workflow button. Create your workflow from scratch, using templates, or using AI.
Buttons and menus referenced + Create Workflowfromscratch, using templates,using AI.
Next stepSelect the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters.
All 2 steps in this procedure
  1. Click on the + Create Workflow button.
  2. Create your workflow from scratch, using templates, or using AI.

Step 3: Set a Trigger

  1. Select the trigger that will initiate the workflow, such as:
    • Form submitted.
    • Payment completed.
  2. Select the form/s, payment source using filters.
Step 3: Set a Trigger (image 3 of 6) What this shows Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. What this shows Illustrates the "Step 3: Set a Trigger" section of "How to Grant Access to Membership Courses Using Workflows". This animation appears in the "Step 3: Set a Trigger" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Select the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters. Immediately after, the guide continues: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. Image 3 of 6 What to chooseSelect the trigger that will initiate the workflow, such as: Select the form/s, payment source using filters.
Buttons and menus referenced trigger
Next stepChoose Course Grant Offer as the action. Select the course or membership product you want to grant access to.
All 2 steps in this procedure
  1. Select the trigger that will initiate the workflow, such as:
  2. Select the form/s, payment source using filters.

Step 4: Add an Action

  1. Choose Course Grant Offer as the action.
  2. Select the course or membership product you want to grant access to.
Step 4: Add an Action (image 4 of 6) What this shows Choose Course Grant Offer as the action. What this shows Illustrates the "Step 4: Add an Action" section of "How to Grant Access to Membership Courses Using Workflows". This animation appears in the "Step 4: Add an Action" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: Choose Course Grant Offer as the action. Select the course or membership product you want to grant access to. Immediately after, the guide continues: 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. Once tested, toggle the workflow to Publish and then Save the…. Image 4 of 6 What to chooseChoose Course Grant Offer as the action. Select the course or membership product you want to grant access to.
Buttons and menus referenced CourseGrantOffercourse or membership product
Next stepRun 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. Once tested, toggle the workflow to Publish and then Save the workflow.
All 2 steps in this procedure
  1. Choose Course Grant Offer as the action.
  2. Select the course or membership product you want to grant access to.

Step 5: Test  & Publish Workflow

  1. Run a test to ensure the workflow operates as expected.
  2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered.
    Step 2 of 3: Verify that the membership access is granted correctly and any… What this shows Step 2 of 3: Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. What this shows Shows what this covers for step 2 of 3 in the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". This screenshot accompanies step 2 of 3 in the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". At this point in the walkthrough you verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. The next step is to once tested, toggle the workflow to Publish and then Save the workflow. Step 2 of 3Image 5 of 6 What this coversVerify that the membership access is granted correctly and any additional actions, such as emails, are triggered.
    Buttons and menus referenced testPublishSave
    Next stepOnce tested, toggle the workflow to Publish and then Save the workflow.
    All 3 steps in this procedure
    1. Run a test to ensure the workflow operates as expected.
    2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered. this image
    3. Once tested, toggle the workflow to Publish and then Save the workflow.
  3. Once tested, toggle the workflow to Publish and then Save the workflow.
Step 5: Test & Publish Workflow (image 6 of 6) What this shows Run a test to ensure the workflow operates as expected. What this shows Illustrates the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". This screenshot appears in the "Step 5: Test & Publish Workflow" section of "How to Grant Access to Membership Courses Using Workflows". The text alongside this image reads: 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. Once tested, toggle the workflow to Publish and then Save the workflow. Immediately after, the guide continues: Q: Why isn’t my Welcome Email from Membership settings being sent? Image 6 of 6 What to chooseRun 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. Once tested, toggle the workflow to Publish and then Save the workflow.
Buttons and menus referenced testPublishSave
Next stepQ: Why isn’t my Welcome Email from Membership settings being sent?
All 3 steps in this procedure
  1. Run a test to ensure the workflow operates as expected.
  2. Verify that the membership access is granted correctly and any additional actions, such as emails, are triggered.
  3. Once tested, toggle the workflow to Publish and then Save the workflow.

Frequently Asked Questions

Q: Why isn’t my Welcome Email from Membership settings being sent?

This usually happens when you've also created a Welcome Email in your Workflow. If you program a Welcome Email in a Workflow, the system automatically disables the option to send the default Welcome Email from Membership settings. As a result, no Welcome Email is sent at all, unless your Workflow explicitly includes an email step for it.

Only use one method to send your Welcome Email—either:

  1. Enable it in Membership Settings, OR
  2. Program it in a Workflow with an Email step.

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?

GHL Customer Care provides tracking and reporting tools to monitor user actions and workflow performance.

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