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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).
Standalone 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 Release Workflow
Go to Workflows in the main navigation menu.
Click on “+ New Workflow”. Give the Workflow a descriptive name and then click “Create Workflow”.
2. Configure the Trigger for a Free Course
A Free Course does not require payment and starts when a client “Submitted 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 Opt-In Form”.
3. Assign Access Tag
Add a step after the starting trigger.
Choose “Action” as the step to add.
Choose “Apply a tag” as the action and select the Access tag for the course.
Add a new Action and choose “Remove a tag” as the action and select the Revoke tag for the course.
4. Generate user password through an HTTP Post
Add a new action and select “Send an HTTP Post”. Enter the URL listed in the Course Wizard as the “Endpoint URL”
5. Send login information (optional)
To prevent sending out a blank password, we need to add a short delay before sending out the welcome email.
Add a “Delay” and set the delay to “1 minute”
Add a new action and select “Send a one-off email”.
You can customize the welcome email just as for any other Drip emails.
To add the login information to the email, you can use the Drip shortcodes.
- Username – by default, the username is the email address
- Password – the password custom field shortcode is based on the password field configured in AccessAlly -> General Settings -> Initial Setup -> System Integration -> Password Field.
Save the email, update the action and return to the Workflow.
6. Start the Workflow
Activate the Workflow by clicking on the “Start Workflow” button.
7. Add Revoke Components
The refund / revoke sequence will automatically remove the access to the course modules when triggered, as well as stopping any future modules from being released. The revoke automation is added at the end of the same release Workflow by creating a “Goal” step.
The trigger for the revoke sequence is “Applied a tag”. Select the Revoke Access tag. It is recommended to check the “Use this trigger as an entry point” option.
Add a new action and select “Send an HTTP Post”. Enter the URL found in your Course Integration Guide.
To revoke a client’s access to the course, please add the Revoke Access tag for the course.