This format will automatically release each module of your course on a weekly basis.
Not using Infusionsoft? Check out the other CRM automations here.
ARTICLE CONTENT:
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.
While different products, Infusionsoft and Keap share the same automation builder.
1. Create a Campaign
To set up your course campaigns in Infusionsoft/Keap, log into your account, then go to Marketing > Campaign Builder.
Click Create a Campaign.
Give the campaign a name.
2. Create Trigger Event
To trigger the user generation, create a goal that is applied when a “Webform is submitted”.
3. Apply Course Tags
Drag-and-drop the “Sequence” element and link it to the trigger event (“purchase” or “newsletter sign up”)
Open the sequence, and drag-and-drop the “Apply/Remove Tag” process
Open the “Apply/Remove Tag” process, add the Access tag for the course. Since this is a paid course, you can also add the Purchase tag for ease of identification in the future.
Add a second “Apply/Remove Tag” process, choose the “Remove” option and select the Revoke Access tag.
4. Add Send HTTP Post Action
Drag-and-drop the “Send HTTP Post” process
Open the “Send HTTP Post” process, and set the “POST URL” to the one specified inside the Integrations guide.
Toggle the process to “Ready”
5. (Optional) Send Login Info
Drag-and-drop the “Email” element
Using “Merge” fields to add the login information to the email
- Username is the email address. It is listed under “Contact Fields (most common)” -> “Email”
- Password is the custom field configured in Infusionsoft Settings. It is listed under “Contact Fields (custom)”
Toggle the element from Draft to Ready when finished editing.
6. Finish the Welcome Sequence
Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look like.
7. Create content release sequence for course module
Releasing stage-release modules involves the same 4 steps:
- Adding the desired delay after the previous module release.
- Adding Module Access Tag with the desired delay from the previous action.
- Informing AccessAlly through “Send HTTP Post”
- (Optional) Send notification email to the clients
Create a new Sequence and add a Delay Timer.
The delay is configured based on the release schedule. The following screenshot demonstrate how to set a 24 hour delay.
Add an “Apply/Remove Tag” action and add the Access tag for the module.
Add the “Send HTTP Post” action, and copy-and-paste in the updateuser webhook from the Integration Guide.
Toggle the process to “Ready”
Optionally, you can send an email to your clients notifying them that the module is released.
Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look like.
8. Clone an existing module-release sequence and customize (optional)
This step is purely for time-saving. you can just use step 7 if you are uncomfortable with the cloning process.
After you have created and opened the new sequence, click on the “Actions” button and click “Copy from Campaign…”.
Select the campaign (it can be the current campaign you are working on), and the content-release module that you want to clone.
Note: the cloning operation is triggered immediately on selecting the sequence.
Customize the cloned sequence to the appropriate module. In particular, make sure to update:
- Time Delay: if each module is released on different schedule, be sure to change the time-delay.
- Tag: apply the current module’s access tag.
- Email: update the email subject and content according to the current module.
9. Create Revoke Access Portion
Important: The revoke sequence is only used for clients who can requested a refund / cancellation for the standalone course. It will negate the course access permission, so please use it with caution.
In the main campaign view, create a Goal that is achieved when a Contact “Applies a Tag” and name the goal accordingly.
Configure the tag to be the Revoke tag set up for the course.
Drag-and-drop the “Sequence” element, link it to the goal, and name it accordingly.
Open the sequence, and drag-and-drop the “Send HTTP Post” process.
Note: the configuration is similar to Step 4, except rather than using the “aal_genpass” command, it uses “aal_updateuser”.
Toggle the process to “Ready”
Toggle the sequence from Draft to Ready when finished editing. This is what the completed sequence should look like.
10. Publish the Campaign
Publish the campaign when done. Always test the campaign before making the course available for the public.
