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Ready to Seamlessly Grant Access to Your Courses? Here’s the Setup!
When someone buys a course or opts into a freebie, ensuring they get immediate, smooth access is key. Here’s how to set up automated access and instructions in just a few steps:
👉 Reflect Today: Is your course setup granting users immediate access? Here’s a foolproof workflow to ensure they’re ready to go:
4-Step Workflow for Automated Course Access
1️⃣ Create a Workflow Trigger Set up a trigger for each course or product. Choose “New Signup” under Courses, then select the specific course (e.g., Astrology Course) as the trigger.
2️⃣ Tag & Grant Access Add a tag (e.g., “Signed up for Astrology Course”) for easy tracking. Then, select “Grant Access” to ensure they have access to the course as soon as they log in.
3️⃣ Send Login Information Email Automate a personalized email including their login link and username. Add instructions to download the Kollab app for easy mobile access (yes, it’s available to all Tekmatix users!).
4️⃣ Encourage Mobile Access In the email, remind users to download the Kollab app from their app store and log in with the details provided to enjoy course content on the go!
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