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How to Grant Access to Membership Courses Using Workflows in Stack

Discover how to effortlessly grant access to your membership courses using Stack's powerful workflow feature. Whether you're managing online learning programs, exclusive content, or training materials, workflows offer an automated way to enroll users seamlessly.

Table of Contents​

Understanding Workflows in Stack​

Workflows in Stack are dynamic automation tools that allow you to perform specific actions based on triggers and conditions. They help streamline processes like customer onboarding, email communication, and importantly, granting access to membership courses.

Workflows operate by connecting triggers (such as user sign-up, payment completion, or form submission) to actions (like granting course access, sending emails, or adding tags). This ensures a smooth and efficient process for both you and your members.

Benefits of Using Workflows for Membership Access​

  • Automation at Scale: Automatically grant access upon user signup or payment, eliminating manual enrollment.
  • Enhanced User Experience: Provide immediate course access, improving member satisfaction and reducing inquiries.
  • Error Reduction: Minimize human errors, such as forgetting to enroll a user or assigning incorrect access levels.
  • Time-Saving: Focus on creating valuable content while workflows manage administrative tasks.
  • Customizable Triggers: Tailor workflows to fit your business model, such as granting access after specific form submissions or purchases.

Steps to Grant Membership Course Access​

  1. Log in to your Stack account.
  2. From the dashboard, click on Automation and select Workflows.

Create a New Workflow​

  1. Click on the + Create Workflow button.
  2. Choose a template or start from scratch to build your workflow.

Set a Trigger​

Select the trigger that will initiate the workflow, such as:

  • Form submission
  • Payment completed
  • Tag added

Add an Action​

  1. Choose Grant Course Access as the action.
  2. Specify the course or membership product you want to grant access to.

Test the Workflow​

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

Activate the Workflow​

Once tested, toggle the workflow to Publish.

Frequently Asked Questions​

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

A: This usually happens if you've also created a Welcome Email in your Workflow. If a Welcome Email is programmed in a Workflow, the system disables the default Welcome Email from Membership settings. Ensure your Workflow includes an email step for it, or enable it in Membership Settings.

Q: Can I set up multiple workflows for different membership courses?

A: 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?

A: 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?

A: 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?

A: Stack provides tracking and reporting tools to monitor user actions and workflow performance.