How to Grant Access to Membership Courses Using Workflows

Granting Membership Access using Workflows is a no-manual-touch way to enroll people into your Captivation Hub 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

Automation at Scale: Eliminate manual enrollment by automatically granting access upon user signup or payment.
Enhanced User Experience: Members gain immediate access without delays.
Error Reduction: Automations minimize the risk of human errors.
Time-Saving: Focus on creating valuable content while workflows handle administrative tasks.
Customizable Triggers: Tailor workflows to suit your business model.

Step 1: Navigate to Workflows

Log in to your sub-account.
From the dashboard, go to Automation > Workflows.

Step 2: Create a New Workflow

Click the + Create Workflow button.
Create your workflow from scratch, using templates, or using AI.

Step 3: Set a Trigger

Select the trigger that will initiate the workflow, such as:
- Form submitted
- Payment completed
Select the form(s) or payment source using filters.

Step 4: Add an Action

Choose Course Grant Offer as the action.
Select the course or membership product you want to grant access to.

Step 5: Test & Publish Workflow

Run a test to ensure the workflow operates as expected.
Verify that the membership access is granted correctly and any additional actions are triggered.
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. Only use one method — either enable it in Membership Settings, OR 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.

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?
Captivation Hub provides tracking and reporting tools to monitor user actions and workflow performance.

Need help? Contact our support team at support@captivationhub.com