Courses are a great way to build meaningful interactions with your clients. They let clients learn about your services, track their progress, and complete assessments to test their understanding of the material. Managing who can access these products is straightforward: you can grant and revoke access whenever you need to. Read on to learn how to do this manually and through automation.
Setting Up Your Products and Offers
First, set up your Product from the Memberships > Courses > Products area. Configure each lesson according to your needs, ensuring that they are published. For detailed instructions, please refer to the How to Build a Course article.
Next, set up an offer in the Membership Offers section. When prompted, assign a unique name to identify the offer easily, define its pricing structure, select the associated products, and then save.
The offer will now appear in the list. To activate it, simply publish the offer from the Actions dropdown.
How to Add and Remove Users from the Contacts Tab
With your product and offer configured, you can now grant access to the course. Head to the Contacts tab, then locate the contact in the list.
Next, switch to the Actions tab, and scroll to the Client Portal category. Clicking the Add Offers dropdown will reveal a list of published offers. Select the relevant offer(s) from the list to grant access.
If email notifications are configured to be sent when a client gains access, you will be able to view them in the messages panel.
To revoke access, deselect the offer from the list or click the "x" icon.
Close the Client Portal category once you are happy with its settings.
How to Add and Remove Users Using Automation
Automation can help streamline this process. It is particularly useful for updating access for contacts that meet certain criteria, such as users who have completed the last category or begun the first category of another course.
From the Automation > Workflows section, open an existing workflow or click the "Create Workflow" button to create a new workflow from scratch or a template.
Add a suitable workflow trigger and the steps to complete before modifying offer access, then add a new workflow action.
From the membership section, choose whether to grant or revoke access according to your needs. For example, you can add a "Course Grant Offer" action to provide access to the Intermediate Level course after a client has completed the Beginner Course. If necessary, you can also add a "Course Revoke Offer" action to remove their access to the Beginner Course. This can be done after 2 weeks, for example, by adding a wait step between the actions!
Each action requires you to choose the offer the course is associated with from the dropdown, while renaming the action is optional.
Save the action, then publish and save the workflow to automate the process once the trigger criteria are met!
How to Update Product/Offer Access from Memberships
You can also remove access to a specific course without affecting the entire offer by navigating to the Members Analytics section.
From there, click the eye icon to open the contact progress window.
Next, click the "Update Offers" option on the upper right-hand section of your screen.
In the Products or Offers section, select the assets you wish to revoke access to. Use the checkbox in the upper panel to select all available products or offers, or choose individual assets by checking the box next to the corresponding product or offer. Finally, click the "Revoke Access" button to finalise the removal.
📌Note: For courses inside community groups, access can be managed within the group itself.
Additionally, you can add Offers to the contact within the Offers section. Expand the offer dropdown, then select the offer(s) from the drop-down. Once you have confirmed your selections, click the "Add Offer" button to complete the process.
Now you know how to grant and revoke offer access, and you are well-equipped to manage your Courses efficiently! Check out the other articles in this section to learn more about Courses.