How to grant access to a course automatically after opt-in on a form

Forms

Give parents instant access to a course the moment they sign up on your form. Ideal for a free mini course.

You will need a course and an opt-in page.

  1. Open your funnel, choose the page with your form and click Edit page.
  2. Click the form button. Set Action when button clicked to Submit form, and choose where to send the parent next, such as the next step.
  3. Close the editor and open the Automation rules tab. Click Add rule.
  4. Click + and choose the trigger Funnel step form subscribed.
  5. Click + to add the action Enroll in course, then choose the course and access type.
  6. Click Save rule.
ScreenshotThe automation rule for course enrollment
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