Requirements:
A Pipeline must be created.
A form where users can register to request access to the course.
A membership offer connected to the course.
Automations/workflows are needed to complete this process.
This process uses 3 Automations:
Automation 1: Add User to Pipeline After Form Submission
Trigger: When Form is Submitted
Action: Create or Update Opportunity
Pipeline: [Your Pipeline Name]
Stage: [Your Pipeline Stage]
Automation 2: Grant Course Access When Opportunity Is Moved to Next Stage
Trigger: Opportunity Changed
Filter:
In Pipeline: [Your Pipeline Name]
Pipeline Stage: [Target Stage Name]
Action: Grant Offer Access
Select the membership offer connected to your course
Automation 3: Send Course Access Email
Trigger: Offer Access Granted
Filter:
Offer: [Your Membership Offer Name]
Action: Send Email
Choose or create the email to notify users of course access