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How to Setup a Free Course Opt-in with AccessAlly

There may be an instance where you want to offer no-cost courses to your clients. These free courses can be a great tool to get users into your membership area and on your list, and at that point, you can upsell them into your paid programs.

For most free courses, you’ll collect signups (and trigger the release automations) via an opt-in form in your CRM system.

What happens when you set up a free course

When you use AccessAlly’s free course template (or create a free course from scratch in the Offerings area), several things happen:

  • An opt-in form is created that gives people access after opting in
  • When people sign up through this form they will be added to your CRM as a new contact
  • Emails can be sent directly through AccessAlly’s email section with links back to the content
  • Content can be unlocked on a dripped schedule (or instantly available)

You can embed the opt-in form on any page on your AccessAlly site, or use the page that’s automatically created for you. You can also grab the export code and use that in PopupAlly Pro to style the opt-in further or make it a popup.


Help, I'm receiving SPAM sign-ups, is there a way to fix this?

Click here for our article on adding Google reCAPTCHA to AccessAlly order forms and opt-in forms.

Updated on November 16, 2023

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