Automate a Dripped Release for a Free Course in ActiveCampaign

Preferred: Use the Integrations Guide Inside the Course Wizard

The steps on this page all correspond to the Integrations guide that’s located inside the Course Wizard. We do recommend that you use the Integrations guide, since it will tell you exactly which tags and webhooks you need (they change depending on what course you are trying to automate).

Dripped Course Release Automation Steps

This work flow is used to automatically create users on the WordPress membership site and give access to the appropriate content when a customer signs up for your course.

1. Create a Welcome Sequence

Go to Automations in the main navigation menu. Click on “Create an automation”.

Choose “Start from Scratch”, and then click “Create”.

2 Choose Starting Condition for a Free Course

A Free Course does not require payment and starts when a client signs up through a form.

Select the form that will be used to collect the client information (name, email, etc). You can create a new form by going to “Forms” -> “New Form”.

3. Assign Access Tag

Add an action after the starting condition.

Select “Add a tag” in the “Contacts” section.

Select the Access tag for the course.

Add a new action and select “Remove a Tag” in the “Contacts” section.

Select the Revoke tag for the course.

4. Generate User Password with a Webhook

Add a new action and select “Webhook” in the “Conditions and Workflow” section.

Set the “URL” to the

5. Send Login Information (Optional)

To give enough time for the login information to be generated, it is recommended to add a short wait before sending the login information.
Add a new action and select “Wait” in the “Conditions and Workflow” section.

Configure a 5-minute wait.

Add a new action and select “Send an email” in the “Sending Options” section.

You can customize the welcome email just as for any other ActiveCampaign emails.

To add the login information to the email, click on “Personalize”.

• Username: by default, the username is the email address. If AccessAlly been configured to save the username to a custom field, then select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Username Field.
• Password: Select the custom field configured AccessAlly in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Password Field.



Finish editing the email and return to the Automation section.

6. Create content release sequence for course module

Important: This step needs to be repeated for every module in the Stage-Release course.

(Optional) If the modules are released on a schedule, you can add a waiting period between the module release. You can find the “Wait” action in the “Conditions and Workflow” section.



Releasing each module involves two actions:

• Add Access Tag: this adds the permission tag to the client.
• Notify AccessAlly: once the access tag has been added, notify AccessAlly of the change.

Add Access Tag

Add an “Add a tag” action in the “Contacts” section



Select the Access tag for the specific module.



Notify AccessAlly
Add a new action and select “Webhook” in the “Conditions and Workflow” section. (The webhook can be found inside the Integrations guide in your Course Wizard).



7. Activate the Automation

Give the Automation a name and switch it from “Inactive” to “Active”.



Adding In the Revoke Automation

When you create any release automation, it’s always a good idea to create the corresponding revoke automation, so you can easily remove a user’s access to site content if needed. You can find the ActiveCampaign revoke automation tutorial here.