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Workflow Action: Course Grant Offer

Overview​

The Course Grant Offer action in Stack allows you to automate granting access to specific courses for your contacts, with or without a payment gateway. This is particularly useful for managing educational content, onboarding clients, or offering exclusive training programs. It ensures the right users gain access based on their actions or conditions within a workflow.

Action Name​

Course Grant Offer

Action Description​

The Course Grant Offer action streamlines the process of providing course access to contacts by automatically enrolling users in a designated course. This eliminates the need for manual intervention and can be triggered by specific events or conditions, such as when a new contact is created.

Key Features​

  • Automate Course Enrollment: Automatically enroll contacts in courses based on workflow triggers.
  • Customize Course Offerings: Tailor course access based on user actions or predefined conditions.
  • Simplify Onboarding: Ensure timely access to educational content, enhancing the onboarding process.

Action Details​

Step-by-Step Guide​

  1. Choose the Action Type:

    • In your workflow, select "Course Grant Offer" from the list of available actions.

  2. Name Your Action:

    • Enter a descriptive name for the action, such as "Grant Access to Beginner's Course."

  3. Select the Offer:

    • Choose the specific offer you want to grant access to. This offer can include a discount or free access to a course, potentially behind a payment gateway.

  4. Configure Access Settings:

    • Customize the course under Memberships > Products where the course can be created along with details, themes, offers, etc.
    • Create an offer either behind a paywall or not to allow access to the course.

  5. Set Triggers and Conditions:

    • Determine the conditions that will trigger this action, such as completing a registration form or achieving a specific milestone.

  6. Additional Options:

    • Optionally, set up additional parameters like sending a notification email to the contact upon enrollment with course details and a CTA button to the course.

Example​

Scenario​

You want to automatically enroll a user in an "Advanced Marketing Strategies" course after a new contact is created and send an email with the course details.

Workflow Setup​

  • Trigger: Contact created
  • Action: Course Grant Offer
    • Name: "Course Grant Offer"
    • Offer: "Monthly subscription"
      Note: This offer must be created separately under Memberships > Offers.
  • Action: Send email
    • Subject: "Elevate your Brand with Strategic Marketing"
    • Template: "Advanced Marketing Strategies"
    • From Email and Name: Defaults to the location's email and name
      Note: This email template must be created separately in the email builder.

Outcome​

When a new contact is created, they are automatically enrolled in the course, and the course details are sent via email.

Frequently Asked Questions​

Q: What happens if access is granted again to a contact who already has it?

If a contact is granted access to the same course offer more than once, Stack won’t duplicate the enrollment or reset their progress. The contact will retain their existing access without any disruption. However, any follow-up actions in the workflow—like sending an email—will still run unless conditions are added to prevent that.

Q: Can I grant access to a course without a payment gateway?

Yes, you can grant access to a course without requiring payment by creating an offer with no paywall under Memberships > Offers. This is useful for free training, onboarding, or internal educational content.

Q: Do I need to create the offer before using the Course Grant Offer action?

Yes, the offer must be created in advance under Memberships > Offers. The Course Grant Offer action references existing offers—you cannot create a new offer directly from the workflow.

Q: Will contacts receive login details automatically after access is granted?

Not automatically. To ensure contacts receive login instructions or course access links, you’ll need to add an email step in the workflow after the Course Grant Offer action using a prebuilt email template.