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Automate A Free Standalone Course in ActiveCampaign

Giving away a course for free? Great! After you use the Course Wizard to set up your course pages, it’s time to head into your CRM to create the corresponding automation that will release the course to your clients.

Not using ActiveCampaign? Check out the other CRM automations here.

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).

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. 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.
Updated on October 13, 2020

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